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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
FFO
176
Fortitude Family Office
Arizona
$4.33M -$3.37M -31,127 -43%
HT
177
Heritage Trust
Oklahoma
$4.31M +$4.38M +40,427 New
SWMG
178
Signature Wealth Management Group
Georgia
$4.3M +$78.5K +725 +2%
SMFG
179
Sumitomo Mitsui Financial Group
Japan
$4.29M +$744K +6,868 +21%
MWM
180
Modera Wealth Management
New Jersey
$4.24M -$84.8K -783 -2%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$4.23M -$196K -1,810 -4%
Franklin Resources
182
Franklin Resources
California
$4.14M -$126K -1,167 -3%
Renaissance Technologies
183
Renaissance Technologies
New York
$4.1M +$2.31M +21,300 +124%
FA
184
Fermata Advisors
California
$4.08M +$315K +2,911 +8%
SFG
185
Sage Financial Group
Pennsylvania
$4.04M +$817K +7,549 +25%
SPIA
186
Steward Partners Investment Advisory
New York
$3.96M +$1.28M +11,849 +47%
LPAM
187
Lodestar Private Asset Management
California
$3.9M +$62.9K +581 +2%
MCC
188
Money Concepts Capital
Florida
$3.88M -$149K -1,378 -4%
ATC
189
Adirondack Trust Company
New York
$3.88M -$176K -1,625 -4%
JCM
190
J2 Capital Management
Michigan
$3.85M +$3.91M +36,158 New
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$3.85M -$523K -4,831 -12%
JIR
192
James Investment Research
Ohio
$3.85M -$1.03M -9,519 -21%
TFA
193
Transamerica Financial Advisors
Florida
$3.84M +$3.88M +35,861 +23,286%
SIC
194
Sigma Investment Counselors
Michigan
$3.79M -$213K -1,970 -5%
EPIME
195
Evelyn Partners Investment Management (Europe)
$3.76M +$3.82M +35,320 New
CFG
196
Cornerstone Financial Group
Nebraska
$3.67M +$3.72M +34,406 New
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$3.65M -$325K -3,006 -8%
WA
198
Wealth Alliance
New York
$3.64M -$69.5K -642 -2%
PFM
199
Peak Financial Management
Massachusetts
$3.63M +$43K +397 +1%
ECM
200
Evergreen Capital Management
Washington
$3.63M +$66K +610 +2%
6 7
8
9 10

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.