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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
GFPC
1001
Global Financial Private Client
Florida
$1.49K – – –
PA
1002
PSI Advisors
Florida
$1.49K +$1.52K +14 New
PMIM
1003
Prudent Man Investment Management
Colorado
$1.39K +$1.41K +13 New
BBHC
1004
Brown Brothers Harriman & Co
New York
$1.17K -$10.8K -100 -90%
LOIP
1005
Live Oak Investment Partners
Texas
$1.17K – – –
HIA
1006
Harbor Investment Advisory
Maryland
$1.07K -$173K -1,600 -99%
RWS
1007
Retirement Wealth Solutions
Wisconsin
$1.01K +$1.08K +10 New
GWSA
1008
Global Wealth Strategies & Associates
Colorado
$959 – – –
NMG
1009
New Millennium Group
Utah
$852 +$866 +8 New
PGAM
1010
Princeton Global Asset Management
New Jersey
$746 – – –
BA
1011
Bellwether Advisors
Nebraska
$746 +$758 +7 New
FWP
1012
FAS Wealth Partners
Kansas
$731 – – –
KWM
1013
Kiker Wealth Management
Georgia
$533 +$541 +5 New
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$320 – – –
PS
1015
PayPay Securities
Japan
$320 +$217 +2 +200%
SFGP
1016
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$221 +$217 +2 New
EPW
1017
Endeavor Private Wealth
Kansas
$129 +$108 +1 New
VWM
1018
Valley Wealth Managers
New Jersey
$95 – – –
1IA
1019
1620 Investment Advisors
Massachusetts
$41 – – –
Mitsubishi UFJ Trust & Banking
1020
Mitsubishi UFJ Trust & Banking
Japan
– -$199K -1,800,000 Closed
Two Sigma Investments
1021
Two Sigma Investments
New York
– -$20.8M -188,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1022
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$17.8M -160,900 Closed
MWM
1023
Merriman Wealth Management
Washington
– -$5.71M -51,715 Closed
GCA
1024
Greenwood Capital Associates
South Carolina
– -$2.85M -25,811 Closed
SC
1025
Sykon Capital
New York
– -$2.81M -25,446 Closed
39 40
41
42 43

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.