iShares TIPS Bond ETF
1,023 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, 340 increasing their positions, 459 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
1% more ownership
Funds ownership: 67.99% → 68.99% (+1%)
5% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 98
2% less funds holding
Funds holding: 1,045 → 1,023 (-22)
5% less capital invested
Capital invested by funds: $12.6B → $12B (-$635M)
22% less funds holding in top 10
Funds holding in top 10: 46 → 36 (-10)
26% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 459
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$172M |
| 2 |
BlackRock
New York
|
+$107M |
| 3 |
PCIG
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 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$138M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$131M |
| 4 |
JP Morgan Chase
New York
|
-$93.4M |
| 5 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$84M |
TIP Hedge Fund Activity: Q2 2024 in Review
1,023 of the 6,924 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 459 trimmed existing stakes and 340 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.
- 1,023 institutional investors held iShares TIPS Bond ETF (TIP) as of Q2 2024, down from 1,045 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.