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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
GGI
1076
Godsey & Gibb Inc
Virginia
– -$47.9K -434 Closed
NFA
1077
Northwest Financial Advisors
Virginia
– -$42.8K -387 Closed
HGA
1078
Hobbs Group Advisors
South Carolina
– -$41.2K -373 Closed
WI
1079
Wintrust Investments
Illinois
– -$36K -332 Closed
AIA
1080
Armor Investment Advisors
North Carolina
– -$26.4K -239 Closed
CA
1081
Claris Advisors
Missouri
– -$26K -235 Closed
CPA
1082
Capital Performance Advisors
California
– -$22.3K -202 Closed
TSMHT
1083
Thurston Springer Miller Herd & Titak
Indiana
– -$18.9K -171 Closed
MWA
1084
MFA Wealth Advisors
Pennsylvania
– -$15.5K -140 Closed
GJWM
1085
Gilliland Jeter Wealth Management
Arkansas
– -$14.4K -130 Closed
MSWM
1086
Mowery & Schoenfeld Wealth Management
Illinois
– -$11.8K -107 Closed
M
1087
MOTCO
Texas
– -$11K -100 Closed
RWM
1088
Reston Wealth Management
Virginia
– -$11K -100 Closed
AW
1089
Avion Wealth
Texas
– -$10K -93 Closed
SR
1090
Summer Road
Florida
– -$8.87K -82 Closed
CSS
1091
Cubist Systematic Strategies
Connecticut
– -$7.62K -69 Closed
HBW
1092
Hazlett, Burt & Watson
West Virginia
– -$6K -56 Closed
GSEP
1093
Golden State Equity Partners
California
– -$6.08K -55 Closed
PMFA
1094
Plante Moran Financial Advisors
Michigan
– -$5.41K -49 Closed
SJIM
1095
St. Johns Investment Management
Florida
– -$2.54K -23 Closed
OC
1096
Oakworth Capital
Alabama
– -$2.43K -22 Closed
VNA
1097
Valley National Advisers
Pennsylvania
– -$1K -17 Closed
EAM
1098
Eukles Asset Management
Ohio
– -$1.22K -11 Closed
TRCT
1099
Tower Research Capital (TRC)
New York
– -$1.1K -10 Closed
MIM
1100
Macroview Investment Management
Maryland
– -$647 -6 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.