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iShares TIPS Bond ETF
TIP

959 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 495 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $170M | Put options by funds: $161M

1% more capital invested

Capital invested by funds: $12B → $12.2B (+$172M)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

0.55% less ownership

Funds ownership: 68.99% → 68.44% (-0.55%)

6% less funds holding

Funds holding: 1,023 → 959 (-64)

47% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 116

52% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 495

Holders
959
Holders Change
-64
Holders Change %
-6.26%
% of All Funds
13.77%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
61
Increased
236
Reduced
495
Closed
116
Calls
$170M
Puts
$161M
Net Calls
+$9.45M
Net Calls Change
-$3.9M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$392M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$362M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$196M
4
EW
Evoke Wealth
California
+$120M
5
SLI
Sumitomo Life Insurance
Japan
+$101M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$357M
2
AssetMark Inc
AssetMark Inc
California
-$175M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$67.9M
5
MMI
Matson Money Inc
Ohio
-$55.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
926
FSC Wealth Advisors
New York
$6.08K – – –
GSEP
927
Golden State Equity Partners
California
$6.08K +$5.98K +55 New
CMA
928
Cedar Mountain Advisors
Oregon
$6.07K – – –
HBW
929
Hazlett, Burt & Watson
West Virginia
$6K – – –
CTA
930
Colonial Trust Advisors
South Carolina
$5.52K – – –
PMFA
931
Plante Moran Financial Advisors
Michigan
$5.41K – – –
BONH
932
Bank of New Hampshire
New Hampshire
$5.08K – – –
CJ
933
Caitlin John
Michigan
$4.83K – – –
TC
934
Truvestments Capital
Florida
$4.42K +$4.35K +40 New
CAM
935
Creekmur Asset Management
Illinois
$4.17K -$9.02K -83 -69%
FP
936
Financial Perspectives
Minnesota
$3.98K – – –
NRG
937
Nemes Rush Group
Michigan
$3.87K – – –
IAIM
938
International Assets Investment Management
Florida
$3.64K +$43.3M +398,292 +10,652%
BAM
939
Bellevue Asset Management
Washington
$3.31K – – –
CIAS
940
CBIZ Investment Advisory Services
Ohio
$3.31K – – –
LB
941
Legacy Bridge
Iowa
$3.09K – – –
IRC
942
Investors Research Corp
Georgia
$3.09K – – –
SJIM
943
St. Johns Investment Management
Florida
$2.54K +$2.5K +23 New
OC
944
Oakworth Capital
Alabama
$2.43K – – –
WT
945
Whittier Trust
California
$2.21K -$257K -2,362 -99%
DWM
946
Darwin Wealth Management
Florida
$2.1K +$2.06K +19 New
POIA
947
Pin Oak Investment Advisors
Texas
$2K – – –
GIP
948
Granite Investment Partners
California
$1.99K – – –
RFG
949
REAP Financial Group
Texas
$1.88K -$109 -1 -6%
SL
950
Salomon & Ludwin
Virginia
$1.88K – – –
36 37
38
39 40

TIP Hedge Fund Activity: Q3 2024 in Review

959 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2024, worth a combined $12.2B — up 1.4% from $12B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of TIP and 61 opened new positions — a net loss of 55 holders — while 495 trimmed existing stakes and 236 added.

The largest buyer was Fidelity Investments, adding an estimated $392M. The largest seller was Charles Schwab, exiting entirely with an estimated $357M sold.

  • 959 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2024, down from 1,023 in Q2 2024.
  • Funds reported $12.2B of iShares TIPS Bond ETF stock for Q3 2024, up 1.4% quarter-over-quarter.
  • 61 funds opened new iShares TIPS Bond ETF positions in Q3 2024 and 116 closed out, a net change of -55 holders.
  • The largest iShares TIPS Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $392M added.
  • The largest iShares TIPS Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2024.