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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
FNBTCON
101
First National Bank & Trust Co of Newtown
Pennsylvania
$9.39M -$185K -1,710 -2%
FFS
102
Fischer Financial Services
Pennsylvania
$9.36M +$9.51M +87,862 New
FBB
103
Fulton Breakefield Broenniman
Maryland
$9.3M -$1.39M -12,817 -13%
DADC
104
D.A. Davidson & Co
Montana
$9.27M +$308K +2,843 +3%
SWM
105
Spire Wealth Management
Virginia
$9.16M -$205K -1,890 -2%
IWS
106
Insight Wealth Strategies
California
$9.09M +$228K +2,108 +3%
SA
107
Shilanski & Associates
Alaska
$9.01M +$314K +2,896 +4%
TF
108
TME Financial
California
$8.9M +$8.72M +80,546 New
AWS
109
Atria Wealth Solutions
New York
$8.83M +$2.05M +18,906 +30%
CST
110
Charles Schwab Trust
Nevada
$8.76M -$192K -1,773 -2%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$8.7M +$2.51M +23,212 +40%
Citigroup
112
Citigroup
New York
$8.68M -$6.68M -61,710 -43%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$8.5M -$139K -1,285 -2%
William Blair & Company
114
William Blair & Company
Illinois
$8.39M -$738K -6,820 -8%
WPIC
115
White Pine Investment Company
Michigan
$8.34M +$437K +4,040 +5%
FAM
116
Frontier Asset Management
Wyoming
$8.14M -$2.11M -19,508 -20%
KAS
117
Kestra Advisory Services
Texas
$8.13M +$329K +3,037 +4%
AMG
118
Asset Management Group
Connecticut
$8.01M -$78.4K -724 -1%
HWA
119
Hillcrest Wealth Advisors
New Jersey
$7.73M +$977K +9,025 +14%
GP
120
Guardian Partners
Canada
$7.69M +$7.81M +72,153 New
NEI
121
Northwest & Ethical Investments
Ontario, Canada
$7.65M +$7.77M +71,817 New
OIA
122
OneDigital Investment Advisors
Kansas
$7.6M -$1.61M -14,900 -17%
First Trust Advisors
123
First Trust Advisors
Illinois
$7.58M -$307K -2,832 -4%
HHRDM
124
H&H Retirement Design & Management
Nevada
$7.48M -$150K -1,382 -2%
FSC
125
Full Sail Capital
Oklahoma
$7.38M -$137K -1,266 -2%
3 4
5
6 7

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.