iShares Tips Bond ETFTIPETF

13F holders, Q2 2025 (June 30)
978holders −25
47new positions
78sold out
4famous investors
$110.03avg. 13F price*

At the end of Q2 2025, 978 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 25 from Q1 2025. 47 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($696.3M) and Morgan Stanley ($454.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Tips Bond ETF
CUSIP
464287176
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions47$31.2M
Exits78$152.8M

All 13F filers, Q1 2025 → Q2 2025: 8,296,815 shares bought and 12,167,447 shares sold, net −3,870,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 978 holders

Bank of America Corp. 0.12% Add +11.0% 12,965,639 $1.4B
FMR LLC 0.04% Reduce -36.8% 6,327,659 $696.3M
Morgan Stanley 0.03% Add +5.3% 4,133,617 $454.9M
HSBC Holdings PLC 0.21% Add +4627.6% 2,910,259 $320.3M
BlackRock, Inc. 0.00% Add +6.1% 2,259,584 $248.6M
Envestnet Asset Management Inc. 0.07% Add +0.9% 2,180,866 $240.0M
UBS Group AG 0.04% Add +0.1% 1,638,519 $180.3M
Ameriprise Financial Inc. 0.04% Add +43.0% 1,388,933 $153.0M
Assetmark, Inc. 0.34% Add +4.0% 1,304,696 $143.6M
FIL Ltd 0.12% Reduce -48.8% 1,256,123 $138.2M
LPL Financial LLC 0.04% Add +0.3% 1,142,416 $125.7M
CI Investments Inc. 0.47% Add +33.0% 1,133,500 $124.7M
Wells Fargo & Company 0.03% Add +2.1% 1,108,043 $121.9M
Evoke Wealth, LLC 2.74% Reduce -3.3% 1,061,353 $116.8M
JPMorgan Chase & Co. 0.01% Add +9.7% 1,030,196 $113.4M
Sumitomo Life Insurance Co. 7.61% Reduce -36.5% 1,020,184 $112.3M
Goldman Sachs Group Inc. 0.02% Add +100.5% 976,512 $107.5M
Bank Julius Baer & Co. Ltd, Zurich 0.28% Add +4.7% 865,363 $95.2M
Man Group plc 0.20% Reduce -22.7% 831,983 $91.6M
WealthNavi Inc. 0.85% Reduce -4.1% 764,530 $84.1M
Pictet Asset Management Holding SA 0.07% Add +32.4% 651,200 $71.5M
Royal Bank of Canada 0.01% Add +26.9% 643,592 $70.8M
Keybank National Association 0.24% Add +0.7% 596,704 $65.7M
Martin & Co. Inc. 12.06% Add +0.9% 595,627 $65.5M
Two Sigma Investments, LP 0.12% Reduce -11.6% 571,200 $62.9M
PNC Financial Services Group, Inc. 0.04% Reduce -2.7% 548,148 $60.3M
Partners Capital Investment Group, LLP 2.33% Reduce -48.7% 524,888 $57.8M
Osaic Holdings, Inc. 0.09% Add +63.8% 480,394 $53.1M
Baldwin Wealth Partners LLC 3.42% Reduce -0.2% 457,224 $50.3M
Northwestern Mutual Wealth Management Co. 0.04% Add +1.8% 444,708 $48.9M
Money Design Co.,Ltd. 2.27% Reduce -13.7% 418,089 $46.0M
Quotient Wealth Partners, LLC 1.33% Add +2.0% 409,268 $45.0M
Dynasty Wealth Management, LLC 0.76% Reduce -1.1% 407,796 $44.9M
Bank of New York Mellon Corp 0.01% Add +4.2% 392,801 $43.2M
Federation des caisses Desjardins du Quebec 0.19% Add +35.1% 389,870 $42.9M
Marshall Wace, LLP 0.05% Reduce -43.7% 387,745 $42.7M
Cambridge Investment Research Advisors, Inc. 0.13% Reduce -26.1% 375,093 $41.3M
3EDGE Asset Management, LP 2.52% Reduce -76.4% 368,064 $40.5M
One Capital Management, LLC 1.31% Add +0.9% 342,316 $37.7M
Manufacturers Life Insurance Company, The 0.03% Add +672.9% 334,716 $36.8M
Stifel Financial Corp. 0.04% Reduce -1.2% 332,653 $36.6M
Cetera Investment Advisers 0.06% Reduce -7.4% 319,314 $35.1M
Viewpoint Investment Partners Corp. 19.17% Reduce -51.3% 318,500 $35.0M
Arbor Investment Advisors, LLC 4.43% Add +2.0% 314,433 $34.6M
Commonwealth Equity Services, LLC 0.04% Reduce -18.1% 279,755 $30.8M
Dakota Wealth Management 0.65% Reduce -0.9% 279,581 $30.8M
Kwmg, LLC 2.83% Reduce -0.7% 273,799 $30.1M
HighTower Advisors, LLC 0.04% Reduce -3.8% 270,830 $29.8M
TD Waterhouse Canada Inc. 0.21% Add +10.9% 262,330 $28.7M
Rockefeller Capital Management L.P. 0.06% Add +6.7% 255,483 $28.1M
MML Investors Services, LLC 0.08% Reduce -0.9% 251,055 $27.6M
Rock Creek Group LLC 3.22% Reduce -16.3% 249,692 $27.5M
Raymond James Financial Inc. 0.01% Reduce -38.1% 244,082 $26.9M
Prudential Financial Inc. 0.03% Add +1454.6% 248,911 $26.7M
Prime Capital Investment Advisors, LLC 0.32% Add +1.9% 221,596 $24.4M
GenTrust, LLC 1.14% Reduce -5.6% 219,734 $24.2M
Rhumbline Advisers 0.02% Reduce -25.5% 202,293 $22.3M
Ethos Financial Group, LLC 1.68% Add +21.3% 176,445 $19.4M
Cypress Capital, LLC 5.45% Reduce -1.3% 170,467 $18.8M
DORVAL Corp 6.52% Add +2.1% 165,549 $18.2M
Cim, LLC 2.39% Add +2.3% 161,155 $17.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -9.1% 162,143 $17.7M
Arkansas Financial Group, Inc. 2.67% Reduce -2.9% 156,142 $17.2M
Heartwood Wealth Advisors LLC 1.76% Add +0.5% 153,210 $16.9M
Strategic Investment Advisors / MI 1.51% Reduce -10.9% 141,268 $15.5M
Invst, LLC 1.91% Reduce -17.8% 139,535 $15.4M
Turim 21 Investimentos Ltda. 3.00% Add +1.7% 139,455 $15.3M
Pacific Life Fund Advisors LLC 1.61% Reduce -31.7% 136,930 $15.1M
CW Advisors, LLC 0.14% Add +519.1% 135,078 $14.9M
Lutz Financial Services LLC 1.15% Reduce -1.1% 134,843 $14.8M
Pure Financial Advisors, LLC 0.26% Reduce -3.8% 133,971 $14.7M
Mariner, LLC 0.02% Add +0.4% 128,533 $14.1M
RTD Financial Advisors, Inc. 1.80% Reduce -2.2% 127,659 $14.0M
Horizon Investments, LLC 0.22% Add +11.4% 126,854 $13.9M
Truist Financial Corp. 0.02% Reduce -3.2% 125,526 $13.8M
Meridian Management Co. 3.49% Add +15.5% 116,280 $12.8M
Buck Wealth Strategies, LLC 1.93% Add +5.1% 115,181 $12.7M
Sequent Planning LLC 3.87% Add +6.5% 111,102 $12.2M
Net Worth Advisory Group 2.68% Add +1.7% 109,982 $12.1M
Independence Financial Advisors, LLC 4.68% Add +4.7% 109,283 $12.0M
BlueSky Wealth Advisors, LLC 1.74% Reduce -2.8% 108,741 $12.0M
Twin Focus Capital Partners, LLC 1.66% Reduce -0.8% 107,631 $11.8M
Fischer Financial Services, Inc. 3.43% Add +2.7% 106,016 $11.7M
Ted Buchan & Co 4.61% Add +7.0% 105,471 $11.6M
Wealth Forward, LLC 7.68% Add +0.8% 103,930 $11.4M
Lido Advisors, LLC 0.06% Add +223.2% 102,379 $11.3M
Neuberger Berman Group LLC 0.01% Reduce -1.8% 102,028 $11.2M
Verger Capital Management LLC 4.33% Reduce -0.1% 99,906 $11.0M
SG Americas Securities, LLC 0.05% Reduce -65.9% 99,294 $10.9M
Focus Partners Wealth 0.02% Add +0.4% 97,332 $10.7M
Creative Planning 0.01% Reduce -5.7% 96,262 $10.6M
Dark Forest Capital Management LP 0.41% New 91,743 $10.1M
Bokf, NA 0.16% Reduce -0.1% 90,872 $10.0M
BNP Paribas Financial Markets 0.01% Add +19.0% 90,733 $10.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -8.0% 90,000 $9.9M
Equitable Holdings, Inc. 0.08% Add +2.1% 89,761 $9.9M
NorthCoast Asset Management LLC 0.04% Add +53.6% 89,219 $9.8M
Shilanski & Associates, Inc. 2.80% Add +2.2% 89,180 $9.8M
Guggenheim Capital LLC 0.08% Reduce -4.5% 88,469 $9.7M
Citigroup Inc. 0.01% Reduce -11.0% 88,161 $9.7M

"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.

Show all 978 holders