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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
CWM
851
Consultiva Wealth Management
Puerto Rico
$90.9K +$92.3K +853 New
FCMT
852
Founders Capital Management (Texas)
Texas
$89.8K – – –
FGC
853
Financial Gravity Companies
Texas
$87K +$38.1K +352 +76%
BCMLT
854
Beacon Capital Management LLC (Tennessee)
Tennessee
$85.1K -$3.68K -34 -4%
CPG
855
Cornerstone Planning Group
New Jersey
$83.4K -$2.92K -27 -3%
ETS
856
ESL Trust Services
New York
$82.6K – – –
CWM
857
Centricity Wealth Management
Ohio
$82K +$83.4K +770 New
BA
858
Ballast Advisors
Minnesota
$81.6K -$32.2K -297 -28%
HCP
859
Hexagon Capital Partners
Arkansas
$79.8K -$15.6K -144 -16%
FFA
860
Founders Financial Alliance
North Carolina
$75.7K +$108 +1 +0.1%
KFI
861
Key Financial Inc
Pennsylvania
$73.6K – – –
HR
862
Howe & Rusling
New York
$71.2K +$325 +3 +0.5%
BIM
863
Breakwater Investment Management
Washington
$69.7K – – –
VWM
864
Venturi Wealth Management
Texas
$69K -$20.1K -186 -22%
HT
865
Headlands Technologies
Illinois
$68.6K +$69.7K +644 New
FRA
866
Front Row Advisors
California
$68.5K -$3.36K -31 -5%
VHAM
867
Van Hulzen Asset Management
California
$65.2K +$66.3K +612 New
PWA
868
Physician Wealth Advisors
Utah
$63K +$64K +591 New
CSWM
869
Cassady Schiller Wealth Management
Ohio
$61.1K – – –
BT
870
Banque Transatlantique
France
$60.8K +$61.8K +571 New
RFA
871
Register Financial Advisors
Georgia
$60.2K – – –
TPCM
872
Templeton & Phillips Capital Management
Tennessee
$59.8K – – –
DWM
873
Dogwood Wealth Management
Kansas
$59.2K +$108 +1 +0.2%
WTA
874
Washington Trust Advisors
Massachusetts
$57.1K +$58K +536 New
RA
875
Ransom Advisory
Rhode Island
$57.1K +$325 +3 +0.6%
33 34
35
36 37

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.