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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
NA
676
Nautilus Advisors
California
$320K +$325K +3,000 New
TCA
677
Transcend Capital Advisors
New Jersey
$318K -$41.2K -381 -11%
WAM
678
Walker Asset Management
Missouri
$318K +$2.6K +24 +0.8%
SMDAM
679
Sumitomo Mitsui DS Asset Management
Japan
$318K -$5.2K -48 -2%
BAAM
680
Baker Avenue Asset Management
California
$315K +$12.6K +116 +4%
PEA
681
Park Edge Advisors
Ohio
$314K +$1.3K +12 +0.4%
SWM
682
SFG Wealth Management
Maryland
$314K +$319K +2,947 New
RIA
683
Regal Investment Advisors
Michigan
$312K -$18.7K -173 -6%
EPM
684
Elm Partners Management
Pennsylvania
$311K +$316K +2,923 New
BPWM
685
Badgley Phelps Wealth Managers
Washington
$311K -$96.9K -895 -23%
JCM
686
Janney Capital Management
Pennsylvania
$307K -$4.66K -43 -1%
CCB
687
Country Club Bank
Missouri
$301K -$75.2K -695 -20%
WTC
688
WhitTier Trust Company
Nevada
$300K – – –
PMG
689
ProVise Management Group
Florida
$300K -$16.2K -150 -5%
PCM
690
Parsons Capital Management
Rhode Island
$299K -$18.5K -171 -6%
SIG
691
Stonegate Investment Group
Alabama
$298K – – –
LIM
692
Leavell Investment Management
Alabama
$297K +$433 +4 +0.1%
SP
693
Successful Portfolios
Florida
$297K – – –
PB
694
Pinnacle Bancorp
Nebraska
$296K +$37.1K +343 +14%
PIAS
695
PCA Investment Advisory Services
Ohio
$296K -$7.36K -68 -2%
OAS
696
Optivise Advisory Services
Tennessee
$296K -$25.2K -233 -8%
SFFS
697
Stonehage Fleming Financial Services
Jersey
$296K – – –
RCWM
698
Red Crane Wealth Management
California
$296K +$300K +2,774 New
GWM
699
GK Wealth Management
Nevada
$295K +$300K +2,773 New
NAS
700
NWF Advisory Services
California
$295K -$758 -7 -0.3%
26 27
28
29 30

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.