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iShares TIPS Bond ETF

975 hedge funds and large institutions have $8.38B invested in iShares TIPS Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 308 increasing their positions, 423 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.22M

1.2% less ownership

Funds ownership: 60.87%59.67% (-1.2%)

3% less funds holding

Funds holding: 1,001975 (-26)

6% less capital invested

Capital invested by funds: $8.88B → $8.38B (-$497M)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

21% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 80

27% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 423

Holders
975
Holders Change
-26
Holders Change %
-2.6%
% of All Funds
12.84%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.46%
New
63
Increased
308
Reduced
423
Closed
80
Calls
$11.7M
Puts
$5.22M
Net Calls
+$6.47M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
201
Foster & Motley
Ohio
$3.65M -$128K -1,177 -3%
WIA
202
Wealthedge Investment Advisors
New York
$3.62M +$1.55M +14,203 +76%
WA
203
Waverly Advisors
Alabama
$3.55M +$22.6K +207 +0.6%
PAS
204
PKS Advisory Services
New York
$3.51M +$431K +3,951 +14%
SF
205
Summit Financial
New Jersey
$3.5M -$126K -1,154 -3%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$3.46M +$146K +1,340 +4%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$3.44M -$593K -5,437 -15%
IAS
208
Insigneo Advisory Services
Florida
$3.42M +$507K +4,651 +18%
FFO
209
Fortitude Family Office
Arizona
$3.4M -$557K -5,103 -14%
AWAU
210
Alliance Wealth Advisors (Utah)
Utah
$3.39M -$6.36M -58,315 -65%
RA
211
RFG Advisory
Alabama
$3.38M -$717K -6,578 -18%
ATC
212
Adirondack Trust Company
New York
$3.36M -$220K -2,013 -6%
LFAS
213
Level Four Advisory Services
Texas
$3.31M +$1.7M +15,544 +107%
BFA
214
Bragg Financial Advisors
North Carolina
$3.31M +$654 +6 +0%
SIC
215
Sigma Investment Counselors
Michigan
$3.29M +$182K +1,668 +6%
NL
216
NWAM LLC
Washington
$3.26M +$248K +2,270 +8%
SPC
217
Sigma Planning Corp
Michigan
$3.25M -$130K -1,191 -4%
JIR
218
James Investment Research
Ohio
$3.23M -$586K -5,376 -15%
EWA
219
Exencial Wealth Advisors
Oklahoma
$3.22M +$29.2K +268 +0.9%
ANTB
220
AMG National Trust Bank
Colorado
$3.17M -$259K -2,374 -8%
MDA
221
Minot DeBlois Advisors
Massachusetts
$3.16M +$588K +5,387 +23%
SWM
222
SigFig Wealth Management
California
$3.11M -$111K -1,022 -3%
SFG
223
Sage Financial Group
Pennsylvania
$3.06M -$66.3K -608 -2%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$3.03M -$1.75K -16 -0.1%
AAM
225
Ameraudi Asset Management
New York
$2.94M +$150K +1,377 +5%

TIP Hedge Fund Activity: Q2 2025 in Review

975 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2025, worth a combined $8.38B — down 5.6% from $8.88B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of TIP and 63 opened new positions — a net loss of 17 holders — while 423 trimmed existing stakes and 308 added.

The largest buyer was HSBC Holdings, adding an estimated $311M. The largest seller was Fidelity Investments, cutting an estimated $402M.

  • 975 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2025, down from 1,001 in Q1 2025.
  • Funds reported $8.38B of iShares TIPS Bond ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 63 funds opened new iShares TIPS Bond ETF positions in Q2 2025 and 80 closed out, a net change of -17 holders.
  • The largest iShares TIPS Bond ETF buyer in Q2 2025 was HSBC Holdings, an estimated $311M added.
  • The largest iShares TIPS Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $402M sold.

Based on aggregated 13F filings for Q2 2025.