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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
Bessemer Group
901
Bessemer Group
New Jersey
$35K – – –
RA
902
Rise Advisors
New York
$34.1K +$108 +1 +0.3%
CTC
903
Central Trust Company
Missouri
$32.6K – – –
BFO
904
Biltmore Family Office
North Carolina
$32K +$32.5K +300 New
BBPWM
905
Blue Bell Private Wealth Management
Pennsylvania
$31.1K – – –
AIM
906
Anchor Investment Management
South Carolina
$30.3K -$21.7K -200 -41%
MCM
907
Mainstream Capital Management
California
$30K +$30.5K +282 New
MWM
908
Mascoma Wealth Management
New Hampshire
$29.9K -$5.41K -50 -15%
T
909
Transce3nd
Texas
$29.1K +$29.6K +273 New
HIW
910
Holos Integrated Wealth
Pennsylvania
$27.8K +$28.3K +261 New
LWANC
911
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.6K – – –
HFS
912
HBC Financial Services
Washington
$27K – – –
LC
913
Luminist Capital
Michigan
$26.8K +$27.3K +252 New
WBWA
914
William B. Walkup & Associates
South Carolina
$26K – – –
SIS
915
Sound Income Strategies
Florida
$25.9K -$31.6K -292 -55%
CWM
916
Copia Wealth Management
Oregon
$25.8K +$26.2K +242 New
KBFS
917
Kohmann Bosshard Financial Services
Ohio
$25.6K +$26K +240 New
CIA
918
Cape Investment Advisory
Georgia
$25.6K +$4.66K +43 +22%
NP
919
NorthRock Partners
Minnesota
$25.5K -$67.7K -625 -72%
BSB
920
Bangor Savings Bank
Maine
$25.3K – – –
OLVIG
921
Oliver Lagore Vanvalin Investment Group
Michigan
$24.9K – – –
MSG
922
Main Street Group
Virginia
$24.1K +$108 +1 +0.4%
EWP
923
Elevation Wealth Partners
California
$23.9K – – –
CCA
924
Criterion Capital Advisors
Tennessee
$23.3K – – –
ATC
925
Advantage Trust Company
Kansas
$21.8K – – –
35 36
37
38 39

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.