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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
EIP
126
Easterly Investment Partners
Massachusetts
$7.36M – – –
RG
127
Rathbones Group
United Kingdom
$7.29M -$1.28M -11,814 -15%
DILH
128
Dai-ichi Life Holdings
Japan
$7.21M +$3.26M +30,082 +80%
SP
129
Stablepoint Partners
Massachusetts
$6.86M +$109K +1,003 +2%
PS
130
Principal Securities
Iowa
$6.74M -$30.7M -284,026 -82%
FTA
131
Financial & Tax Architects
Missouri
$6.7M +$216K +1,991 +3%
SIA
132
Schechter Investment Advisors
Michigan
$6.63M +$18.5K +171 +0.3%
AI
133
Axos Invest
Nevada
$6.59M -$99.4K -918 -1%
OWM
134
Olympus Wealth Management
Utah
$6.38M -$416K -3,841 -6%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$6.23M +$3.38M +31,256 +115%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$6.15M +$3.48M +32,190 +126%
CNB
137
Camden National Bank
Maine
$6.12M +$2.6K +24 +0%
AWAU
138
Alliance Wealth Advisors (Utah)
Utah
$6.12M +$2.31M +21,297 +59%
FA
139
Forefront Analytics
Pennsylvania
$6.11M +$4.14M +38,252 +201%
GVAG
140
Great Valley Advisor Group
Delaware
$6.1M -$333K -3,077 -5%
SFA
141
Semmax Financial Advisors
North Carolina
$5.95M +$5.95M +54,922 New
RK
142
Rather & Kittrell
Tennessee
$5.92M -$133K -1,231 -2%
COI
143
Connable Office Inc
Michigan
$5.8M -$244K -2,250 -4%
HCC
144
Hirtle Callaghan & Co
Pennsylvania
$5.8M – – –
PA
145
Parallel Advisors
California
$5.8M -$334K -3,088 -5%
HWM
146
Horizons Wealth Management
North Carolina
$5.72M +$195K +1,801 +3%
BAM
147
Belpointe Asset Management
Nevada
$5.65M +$400K +3,697 +8%
SCA
148
Sage Capital Advisors
South Dakota
$5.62M -$134K -1,241 -2%
SC
149
Slow Capital
California
$5.57M +$3.9K +36 +0.1%
BA
150
Brightwater Advisory
Florida
$5.55M – – –
4 5
6
7 8

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.