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iShares TIPS Bond ETF

1,001 hedge funds and large institutions have $8.88B invested in iShares TIPS Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 311 increasing their positions, 408 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 3943 (+4)

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

1% less funds holding

Funds holding: 1,0131,001 (-12)

6% less capital invested

Capital invested by funds: $9.48B → $8.88B (-$598M)

12.96% less ownership

Funds ownership: 73.83%60.87% (-13%)

23% less call options, than puts

Call options by funds: $54.1M | Put options by funds: $70.6M

24% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 408

Holders
1,001
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
13.42%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
82
Increased
311
Reduced
408
Closed
75
Calls
$54.1M
Puts
$70.6M
Net Calls
-$16.6M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.3B -$3.57M -32,878 -0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B +$248M +2,283,186 +30%
Morgan Stanley
3
Morgan Stanley
New York
$436M -$14.1M -130,056 -3%
Fidelity International
4
Fidelity International
Bermuda
$273M +$164M +1,508,168 +159%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$240M +$15.4M +141,703 +7%
BlackRock
6
BlackRock
New York
$237M -$608M -5,600,802 -72%
UBS Group
7
UBS Group
Switzerland
$182M +$10.6M +97,277 +6%
SLI
8
Sumitomo Life Insurance
Japan
$179M +$15.9M +145,987 +10%
3AM
9
3EDGE Asset Management
Florida
$173M +$83.3M +766,851 +96%
AssetMark Inc
10
AssetMark Inc
California
$139M -$21.6M -198,630 -14%
LPL Financial
11
LPL Financial
California
$127M +$3.79M +34,866 +3%
EW
12
Evoke Wealth
California
$122M -$433K -3,989 -0.4%
Wells Fargo
13
Wells Fargo
California
$121M +$10.1M +92,679 +9%
Man Group
14
Man Group
United Kingdom
$120M +$102M +940,028 +688%
PCIG
15
Partners Capital Investment Group
Massachusetts
$114M +$49.6M +456,633 +80%
Ameriprise
16
Ameriprise
Minnesota
$108M +$32.7M +301,463 +45%
JP Morgan Chase
17
JP Morgan Chase
New York
$104M +$34.8M +320,511 +52%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$94.6M -$5.85M -53,900 -6%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$91.8M -$7.27M -66,955 -7%
WI
20
WealthNavi Inc
Japan
$88.6M -$4.79M -44,071 -5%
Marshall Wace
21
Marshall Wace
United Kingdom
$76.5M -$17.1M -157,400 -19%
VIP
22
Viewpoint Investment Partners
Alberta, Canada
$72.6M +$29.7M +273,400 +72%
Two Sigma Investments
23
Two Sigma Investments
New York
$71.8M +$70.2M +646,100 New
KeyBank National Association
24
KeyBank National Association
Ohio
$65.8M +$916K +8,430 +1%
MC
25
Martin & Co
Tennessee
$65.6M +$64.1M +590,157 New

TIP Hedge Fund Activity: Q1 2025 in Review

1,001 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares TIPS Bond ETF (TIP) for Q1 2025, worth a combined $8.88B — down 6.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new TIP positions and 75 closed out — a net gain of 7 holders — while 311 added to existing stakes and 408 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $248M. The largest seller was Vinland Capital Management Gestora de Recursos, exiting entirely with an estimated $1.56B sold.

  • 1,001 institutional investors held iShares TIPS Bond ETF (TIP) as of Q1 2025, down from 1,013 in Q4 2024.
  • Funds reported $8.88B of iShares TIPS Bond ETF stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 82 funds opened new iShares TIPS Bond ETF positions in Q1 2025 and 75 closed out, a net change of +7 holders.
  • The largest iShares TIPS Bond ETF buyer in Q1 2025 was Fidelity Investments, an estimated $248M added.
  • The largest iShares TIPS Bond ETF seller in Q1 2025 was Vinland Capital Management Gestora de Recursos, an estimated $1.56B sold.

Based on aggregated 13F filings for Q1 2025.