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iShares TIPS Bond ETF

975 hedge funds and large institutions have $8.38B invested in iShares TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 308 increasing their positions, 423 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.22M

1.2% less ownership

Funds ownership: 60.87%59.67% (-1.2%)

3% less funds holding

Funds holding: 1,001975 (-26)

6% less capital invested

Capital invested by funds: $8.88B → $8.38B (-$497M)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

21% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 80

27% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 423

Holders
975
Holders Change
-26
Holders Change %
-2.6%
% of All Funds
12.84%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.46%
New
63
Increased
308
Reduced
423
Closed
80
Calls
$11.7M
Puts
$5.22M
Net Calls
+$6.47M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
776
Coppell Advisory Solutions
Texas
$213K +$212K +1,942 New
WB
777
Webster Bank
Connecticut
$211K -$12.7K -116 -6%
CAC
778
Certified Advisory Corp
Florida
$211K +$2.4K +22 +1%
RWP
779
RWA Wealth Partners
Massachusetts
$211K -$893K -8,184 -81%
EIG
780
Ellenbecker Investment Group
Wisconsin
$210K -$22.5K -206 -10%
WAM
781
Wernau Asset Management
Massachusetts
$210K
SFS
782
Summit Financial Strategies
Ohio
$209K -$6.22K -57 -3%
TYCC
783
Texas Yale Capital Corp
Florida
$209K
AIC
784
Archer Investment Corporation
Indiana
$208K
NL
785
NVWM LLC
Pennsylvania
$205K -$326K -2,987 -62%
FB
786
Finward Bancorp
Indiana
$204K
BDF
787
Black Diamond Financial
Maryland
$204K
VCM
788
Viewpoint Capital Management
Washington
$204K
BAM
789
Belpointe Asset Management
Nevada
$203K -$714K -6,547 -78%
OFP
790
OFC Financial Planning
New Jersey
$202K
CIA
791
Choate Investment Advisors
Massachusetts
$201K
RTL
792
Red Tortoise LLC
Georgia
$201K +$2.4K +22 +1%
BFS
793
BridgePort Financial Solutions
Iowa
$200K -$58.8K -539 -23%
KWA
794
Kingswood Wealth Advisors
California
$200K -$10.4K -95 -5%
SWA
795
SOA Wealth Advisors
New York
$200K +$2.62K +24 +1%
BMM
796
Berkshire Money Management
Massachusetts
$197K +$196K +1,793 New
AC
797
AlphaCore Capital
California
$193K
AT
798
Avalon Trust
New Mexico
$190K +$158K +1,449 +527%
SS
799
Sunbelt Securities
Texas
$186K +$99.7K +914 +110%
AG
800
AmeriFlex Group
Nevada
$184K +$9.05K +83 +5%

TIP Hedge Fund Activity: Q2 2025 in Review

975 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2025, worth a combined $8.38B — down 5.6% from $8.88B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of TIP and 63 opened new positions — a net loss of 17 holders — while 423 trimmed existing stakes and 308 added.

The largest buyer was HSBC Holdings, adding an estimated $311M. The largest seller was Fidelity Investments, cutting an estimated $402M.

  • 975 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2025, down from 1,001 in Q1 2025.
  • Funds reported $8.38B of iShares TIPS Bond ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 63 funds opened new iShares TIPS Bond ETF positions in Q2 2025 and 80 closed out, a net change of -17 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2025 was HSBC Holdings, an estimated $311M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $402M sold.

Based on aggregated 13F filings for Q2 2025.