iShares TIPS Bond ETF
1,045 hedge funds and large institutions have $12.6B invested in iShares TIPS Bond ETF in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 268 increasing their positions, 537 reducing their positions, and 117 closing their positions.
159% more call options, than puts
Call options by funds: $46.6M | Put options by funds: $17.9M
0% more capital invested
Capital invested by funds: $12.6B → $12.6B (+$1.31M)
0.81% less ownership
Funds ownership: 68.8% → 67.99% (-0.81%)
5% less funds holding
Funds holding: 1,100 → 1,045 (-55)
12% less funds holding in top 10
Funds holding in top 10: 52 → 46 (-6)
29% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 117
50% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 537
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$212M |
| 2 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$201M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$130M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$118M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$97.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$572M |
| 2 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$53.9M |
| 3 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$48.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.1M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$39.1M |
TIP Hedge Fund Activity: Q1 2024 in Review
1,045 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2024, worth a combined $12.6B — up 0.01% from $12.6B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of TIP and 83 opened new positions — a net loss of 34 holders — while 537 trimmed existing stakes and 268 added.
The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Morgan Stanley, cutting an estimated $572M.
- 1,045 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2024, down from 1,100 in Q4 2023.
- Funds reported $12.6B of iShares TIPS Bond ETF stock for Q1 2024, up 0.01% quarter-over-quarter.
- 83 funds opened new iShares TIPS Bond ETF positions in Q1 2024 and 117 closed out, a net change of -34 holders.
- The largest iShares TIPS Bond ETF buyer in Q1 2024 was BlackRock, an estimated $212M added.
- The largest iShares TIPS Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $572M sold.
Based on aggregated 13F filings for Q1 2024.