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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
MFWP
1051
Mosaic Family Wealth Partners
Missouri
– -$248K -2,248 Closed
PIM
1052
Penobscot Investment Management
Massachusetts
– -$239K -2,163 Closed
MWM
1053
Melfa Wealth Management
Massachusetts
– -$227K -2,056 Closed
AWA
1054
Acorn Wealth Advisors
Michigan
– -$226K -2,048 Closed
AWM
1055
Accel Wealth Management
Iowa
– -$226K -2,045 Closed
BFG
1056
Beacon Financial Group
Texas
– -$224K -2,027 Closed
VFPW
1057
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$222K -2,010 Closed
Empower Advisory Group
1058
Empower Advisory Group
Colorado
– -$221K -2,000 Closed
RWP
1059
Ridgecrest Wealth Partners
California
– -$215K -1,950 Closed
DC
1060
Davenport & Co
Virginia
– -$211K -1,906 Closed
NGA
1061
Naples Global Advisors
Florida
– -$210K -1,900 Closed
WAS
1062
Wealth Advisory Solutions
Indiana
– -$209K -1,893 Closed
CIA
1063
Choate Investment Advisors
Massachusetts
– -$208K -1,880 Closed
NCFG
1064
New Century Financial Group
New Jersey
– -$206K -1,869 Closed
AWAG
1065
ARS Wealth Advisors Group
Florida
– -$202K -1,829 Closed
AWM
1066
Axxcess Wealth Management
California
– -$201K -1,820 Closed
CFG
1067
Citizens Financial Group
Rhode Island
– -$201K -1,815 Closed
DI
1068
Disciplined Investments
Oklahoma
– -$201K -1,815 Closed
HGERS
1069
Householder Group Estate & Retirement Specialist
Arizona
– -$174K -1,581 Closed
CF
1070
Centaurus Financial
California
– -$169K -1,530 Closed
ATS
1071
Ashton Thomas Securities
New York
– -$158K -1,433 Closed
AP
1072
Aspect Partners
Virginia
– -$150K -1,355 Closed
NS
1073
NBC Securities
Alabama
– -$98K -891 Closed
SHIM
1074
Stone House Investment Management
Pennsylvania
– -$52K -471 Closed
WFA
1075
West Financial Advisors
Iowa
– -$50K -453 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.