We are live on ! Find out more
TIP icon

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
MPW
751
MGO Private Wealth
California
$240K -$14.3K -132 -6%
BFC
752
Bedel Financial Consulting
Indiana
$239K +$1.3K +12 +0.5%
RB
753
Rodgers Brothers
Pennsylvania
$239K – – –
SC
754
Scotia Capital
Ontario, Canada
$239K -$5.85K -54 -2%
SFI
755
SPC Financial Inc
Maryland
$237K -$974 -9 -0.4%
MSFS
756
Main Street Financial Solutions
Pennsylvania
$236K -$6.6K -61 -3%
SB
757
Strategic Blueprint
Georgia
$236K -$905K -8,356 -79%
SFO
758
Stokes Family Office
Louisiana
$232K -$192K -1,773 -45%
JHCP
759
Jackson Hole Capital Partners
Oklahoma
$231K +$108 +1 +0%
BFS
760
BridgePort Financial Solutions
Iowa
$230K +$227K +2,100 New
OCPWS
761
One Charles Private Wealth Services
Massachusetts
$229K -$7.69K -71 -3%
DTC
762
Davidson Trust Company
Washington
$229K – – –
AWM
763
Angeles Wealth Management
California
$229K -$3.68K -34 -2%
CCA
764
Cottonwood Capital Advisors
Utah
$228K – – –
OIA
765
Optimum Investment Advisors
Illinois
$225K -$42.3K -391 -16%
SWC
766
Spectrum Wealth Counsel
Indiana
$225K +$19.9K +184 +10%
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$224K -$49.5K -457 -18%
WCAMG
768
Woodard & Company Asset Management Group
North Carolina
$224K – – –
ATFA
769
All Terrain Financial Advisors
Minnesota
$224K -$16.8K -155 -7%
KA
770
Klingman & Associates
New York
$223K -$10.8K -100 -5%
CIAS
771
Capital Investment Advisory Services
North Carolina
$221K -$433 -4 -0.2%
MBTD
772
Mechanics Bank - Trust Department
California
$221K -$21.7K -200 -9%
PG
773
Patten Group
Tennessee
$221K +$225K +2,075 New
CCM
774
Coldstream Capital Management
Washington
$221K -$27.5K -254 -11%
GCA
775
Gradient Capital Advisors
California
$221K -$5.3K -49 -2%
29 30
31
32 33

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.