iShares TIPS Bond ETF
1,026 hedge funds and large institutions have $12B invested in iShares TIPS Bond ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 341 increasing their positions, 461 reducing their positions, and 98 closing their positions.
68% more call options, than puts
Call options by funds: $33.1M | Put options by funds: $19.7M
0.94% more ownership
Funds ownership: 67.96% → 68.9% (+0.94%)
5% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 98
2% less funds holding
Funds holding: 1,048 → 1,026 (-22)
22% less funds holding in top 10
Funds holding in top 10: 46 → 36 (-10)
26% less repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 461
32% less capital inflows, than outflows
Capital inflows: $1.01B | Capital outflows: $1.49B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$172M |
| 2 |
BlackRock
New York
|
+$107M |
| 3 |
Partners Capital Investment Group
Boston,
Massachusetts
|
+$85.2M |
| 4 |
Man Group
London,
United Kingdom
|
+$53.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$202M |
| 2 |
Sumitomo Life Insurance
Tokyo,
Japan
|
-$138M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$131M |
| 4 |
JP Morgan Chase
New York
|
-$93.4M |
| 5 |
Matson Money Inc
Mason,
Ohio
|
-$84M |
TIP Hedge Fund Activity: Q2 2024 in Review
1,026 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q2 2024, worth a combined $12B — down 5% from $12.6B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of TIP and 93 opened new positions — a net loss of 5 holders — while 461 trimmed existing stakes and 341 added.
The largest buyer was AssetMark Inc, adding an estimated $172M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $202M sold.
- 1,026 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2024, down from 1,048 in Q1 2024.
- Funds reported $12B of iShares TIPS Bond ETF stock for Q2 2024, down 5% quarter-over-quarter.
- 93 funds opened new iShares TIPS Bond ETF positions in Q2 2024 and 98 closed out, a net change of -5 holders.
- The largest iShares TIPS Bond ETF buyer in Q2 2024 was AssetMark Inc, an estimated $172M added.
- The largest iShares TIPS Bond ETF seller in Q2 2024 was Mitsubishi UFJ Trust & Banking, an estimated $202M sold.
Based on aggregated 13F filings for Q2 2024.