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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
SSA
1026
Schonfeld Strategic Advisors
New York
– -$2.73M -24,727 Closed
SXL
1027
Summit X LLC
Missouri
– -$2.21M -20,725 Closed
RL
1028
Retireful LLC
Michigan
– -$1.88M -17,009 Closed
FRA
1029
FFG Retirement Advisors
Colorado
– -$1.75M -15,856 Closed
Nomura Asset Management
1030
Nomura Asset Management
Japan
– -$1.67M -15,100 Closed
CGH
1031
CMG Global Holdings
Texas
– -$1.35M -12,181 Closed
LWM
1032
Liberty Wealth Management
California
– -$887K -8,028 Closed
VT
1033
Vise Technologies
New York
– -$764K -6,917 Closed
CC
1034
Copperleaf Capital
North Carolina
– -$636K -5,759 Closed
GC
1035
Guidance Capital
Kentucky
– -$625K -5,718 Closed
TIAM2
1036
Tru Independence Asset Management 2
Oregon
– -$442K -4,000 Closed
CWA
1037
Capital Wealth Alliance
Arizona
– -$440K -3,981 Closed
CPP
1038
Capasso Planning Partners
South Carolina
– -$347K -3,144 Closed
AR
1039
Apeiron RIA
Texas
– -$339K -3,072 Closed
TWM
1040
TSA Wealth Management
Texas
– -$336K -3,045 Closed
KFGK
1041
Keystone Financial Group (Kentucky)
Kentucky
– -$336K -3,044 Closed
RW
1042
Regimen Wealth
Georgia
– -$328K -2,968 Closed
OMC
1043
Old Mission Capital
Illinois
– -$321K -2,903 Closed
WA
1044
Wambolt & Associates
Colorado
– -$308K -2,784 Closed
JWBC
1045
J.W. Burns & Co
New York
– -$296K -2,681 Closed
BFG
1046
Berger Financial Group
Minnesota
– -$294K -2,657 Closed
TGAM
1047
TBH Global Asset Management
Tennessee
– -$290K -2,621 Closed
Point72 Asset Management
1048
Point72 Asset Management
Connecticut
– -$279K -2,526 Closed
MA
1049
MKT Advisors
California
– -$277K -2,500 Closed
C1AG
1050
Client 1st Advisory Group
Florida
– -$252K -2,284 Closed
40 41
42
43 44

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.