iShares TIPS Bond ETF
961 hedge funds and large institutions have $12.2B invested in iShares TIPS Bond ETF in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 236 increasing their positions, 497 reducing their positions, and 116 closing their positions.
6% more call options, than puts
Call options by funds: $170M | Put options by funds: $161M
1% more capital invested
Capital invested by funds: $12B → $12.2B (+$172M)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
0.69% less ownership
Funds ownership: 68.9% → 68.21% (-0.69%)
6% less funds holding
Funds holding: 1,025 → 961 (-64)
47% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 116
53% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 497
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$392M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$362M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$196M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$120M |
| 5 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$357M |
| 2 |
AssetMark Inc
Concord,
California
|
-$175M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$165M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$67.9M |
| 5 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$55.2M |
TIP Hedge Fund Activity: Q3 2024 in Review
961 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q3 2024, worth a combined $12.2B — up 1.4% from $12B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of TIP and 61 opened new positions — a net loss of 55 holders — while 497 trimmed existing stakes and 236 added.
The largest buyer was Fidelity Investments, adding an estimated $392M. The largest seller was Charles Schwab, exiting entirely with an estimated $357M sold.
- 961 institutional investors held iShares TIPS Bond ETF (TIP) as of Q3 2024, down from 1,025 in Q2 2024.
- Funds reported $12.2B of iShares TIPS Bond ETF stock for Q3 2024, up 1.4% quarter-over-quarter.
- 61 funds opened new iShares TIPS Bond ETF positions in Q3 2024 and 116 closed out, a net change of -55 holders.
- The largest iShares TIPS Bond ETF buyer in Q3 2024 was Fidelity Investments, an estimated $392M added.
- The largest iShares TIPS Bond ETF seller in Q3 2024 was Charles Schwab, an estimated $357M sold.
Based on aggregated 13F filings for Q3 2024.