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iShares TIPS Bond ETF
TIP

1,013 hedge funds and large institutions have $9.48B invested in iShares TIPS Bond ETF in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 273 increasing their positions, 442 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $147M | Put options by funds: $49.3M

88% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 81

8% more funds holding in top 10

Funds holding in top 10: 36 → 39 (+3)

6% more funds holding

Funds holding: 959 → 1,013 (+54)

5.39% more ownership

Funds ownership: 68.44% → 73.83% (+5.4%)

22% less capital invested

Capital invested by funds: $12.2B → $9.48B (-$2.69B)

38% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 442

Holders
1,013
Holders Change
+54
Holders Change %
+5.63%
% of All Funds
13.34%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.51%
New
152
Increased
273
Reduced
442
Closed
81
Calls
$147M
Puts
$49.3M
Net Calls
+$97.3M
Net Calls Change
+$87.8M

Top Buyers

1
VCMGDR
Vinland Capital Management Gestora de Recursos
Brazil
+$1.56B
2
AssetMark Inc
AssetMark Inc
California
+$149M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$110M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.1M
5
SLI
Sumitomo Life Insurance
Japan
+$58.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.03B
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$394M
3
JP Morgan Chase
JP Morgan Chase
New York
-$245M
4
Man Group
Man Group
United Kingdom
-$125M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$75.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
651
Ashton Thomas Private Wealth
Arizona
$350K +$355K +3,283 New
WANY
652
Wealthspire Advisors (New York)
New York
$348K -$9.96K -92 -3%
OPA
653
Old Port Advisors
Maine
$347K -$31.2K -288 -8%
WP
654
Westmount Partners
California
$345K – – –
GIA
655
Gladstone Institutional Advisory
Florida
$345K -$179K -1,654 -34%
IAIM
656
International Assets Investment Management
Florida
$344K -$43.2M -398,804 -99%
5W
657
5T Wealth
California
$344K +$350K +3,229 New
OFG
658
Oxford Financial Group
Indiana
$344K -$7.79K -72 -2%
AWA
659
Arkadios Wealth Advisors
Georgia
$343K -$46.4K -429 -12%
GWAG
660
Garrett Wealth Advisory Group
Texas
$340K -$35.8K -331 -9%
LIA
661
Lynx Investment Advisory
District of Columbia
$339K +$32.5K +300 +10%
MGIA
662
Moneta Group Investment Advisors
Missouri
$338K -$100K -928 -23%
CIC
663
Carnegie Investment Counsel
Ohio
$338K – – –
RFN
664
RDA Financial Network
Iowa
$337K -$7.9K -73 -2%
EWA
665
EQ Wealth Advisors
Texas
$336K +$341K +3,149 New
PPP
666
Private Portfolio Partners
New Jersey
$335K +$90.4K +835 +36%
TSW
667
Thompson Siegel & Walmsley
Virginia
$331K +$4.98K +46 +2%
SVWG
668
Shared Vision Wealth Group
United States
$330K -$35.8K -331 -10%
WJWM
669
Williams Jones Wealth Management
New York
$327K +$4.22K +39 +1%
HDIM
670
Hanson & Doremus Investment Management
Vermont
$326K -$14.1K -130 -4%
SMWM
671
Silvia McColl Wealth Management
California
$326K – – –
PCWA
672
Pacific Capital Wealth Advisors
California
$324K – – –
BCA
673
Bay Colony Advisors
Massachusetts
$323K +$75K +693 +30%
SW
674
Simplicity Wealth
New Jersey
$321K -$14.8K -137 -4%
RCI
675
RS Crum Inc
California
$320K -$215K -1,985 -40%
25 26
27
28 29

TIP Hedge Fund Activity: Q4 2024 in Review

1,013 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q4 2024, worth a combined $9.48B — down 22% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new TIP positions and 81 closed out — a net gain of 71 holders — while 273 added to existing stakes and 442 trimmed.

The largest buyer was Vinland Capital Management Gestora de Recursos, opening a new position worth an estimated $1.56B. The largest seller was BlackRock, cutting an estimated $3.03B.

  • 1,013 institutional investors held iShares TIPS Bond ETF (TIP) as of Q4 2024, up from 959 in Q3 2024.
  • Funds reported $9.48B of iShares TIPS Bond ETF stock for Q4 2024, down 22% quarter-over-quarter.
  • 152 funds opened new iShares TIPS Bond ETF positions in Q4 2024 and 81 closed out, a net change of +71 holders.
  • The largest iShares TIPS Bond ETF buyer in Q4 2024 was Vinland Capital Management Gestora de Recursos, an estimated $1.56B added.
  • The largest iShares TIPS Bond ETF seller in Q4 2024 was BlackRock, an estimated $3.03B sold.

Based on aggregated 13F filings for Q4 2024.