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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
CHC
726
City Holding Co
West Virginia
$258K -$80K -739 -23%
ATC
727
Argent Trust Co
Tennessee
$257K – – –
DWM
728
DKM Wealth Management
California
$257K +$261K +2,412 New
QWM
729
Quadcap Wealth Management
Texas
$255K +$259K +2,392 New
WFA
730
WMG Financial Advisors
Tennessee
$254K – – –
CAS
731
Coppell Advisory Solutions
Texas
$253K -$6.5K -60 -2%
WIA
732
World Investment Advisors
California
$252K -$371K -3,429 -59%
GCWM
733
Graham Capital Wealth Management
District of Columbia
$252K +$256K +2,365 New
OFG
734
Orcam Financial Group
California
$251K +$433 +4 +0.2%
BFO
735
Boston Family Office
Massachusetts
$251K +$18K +166 +8%
GA
736
Greenspring Advisors
Maryland
$250K – – –
AWA
737
Aletheian Wealth Advisors
Washington
$249K +$6.93K +64 +3%
FFS
738
Fortress Financial Solutions
Arizona
$248K +$252K +2,329 New
Squarepoint
739
Squarepoint
New York
$248K +$252K +2,329 New
NSIM
740
North Star Investment Management
Illinois
$247K +$11.4K +105 +5%
SPIA
741
Strategic Point Investment Advisors
Rhode Island
$247K – – –
TCM
742
TD Capital Management
Tennessee
$247K +$4.01K +37 +2%
QPWM
743
Quadrant Private Wealth Management
Pennsylvania
$247K +$433 +4 +0.2%
VCP
744
Vista Capital Partners
Oregon
$247K – – –
WCFA
745
Walkner Condon Financial Advisors
Wisconsin
$245K – – –
CCFCSB
746
Cape Cod Five Cents Savings Bank
Massachusetts
$245K – – –
WPA
747
West Paces Advisors
Georgia
$245K – – –
GSF
748
Grove Street Fiduciary
New Hampshire
$244K +$248K +2,288 New
JSW
749
Journey Strategic Wealth
New Jersey
$243K -$108 -1 -0%
TSWM
750
Tyler-Stone Wealth Management
Ohio
$242K -$3.57K -33 -1%
28 29
30
31 32

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.