Who owns iShares TIPS Bond ETF (TIP)
Which tracked institutional funds hold TIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TIP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
177 tracked funds added or opened TIP while 130 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TIP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes TIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TIP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 990 tracked filers holding TIP, 515 increased or opened the position and 405 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TIP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- DRW Securities, LLC$45M
- Blue Edge Capital, LLC$21M
- Evelyn Partners Group Ltd$21M
- Portfolio Design Labs, LLC$19M
- Coppell Advisory Solutions LLC$15M
- Quadrature Capital Ltd$13M
Full exits 44
- EVOKE WEALTH, LLC$115M
- WealthNavi Inc.$72M
- Cambridge Investment Research Advisors, Inc.$47M
- HighTower Advisors, LLC$36M
- CWM, LLC$17M
- Pacific Life Fund Advisors LLC$13M
Largest adds
- PRUDENTIAL FINANCIAL INC$214M
- MATHER GROUP, LLC.$195M
- MAI Capital Management$108M
- SUMITOMO LIFE INSURANCE CO$45M
- GenTrust, LLC$43M
- GOLDMAN SACHS GROUP INC$41M
Largest trims
- Pictet Asset Management Holding SA$83M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$34M
- Deane Retirement Strategies, Inc.$24M
- UBS Group AG$17M
- AMERIPRISE FINANCIAL INC$13M
- Net Worth Advisory Group$12M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 24,691,874 | $2.7B | 31.3% | 2026-Q2 |
| MORGAN STANLEY added | 4,661,443 | $510M | 5.9% | 2026-Q2 |
| FMR LLC added | 4,396,041 | $481M | 5.6% | 2026-Q2 |
| BlackRock, Inc. added | 2,726,866 | $298M | 3.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 2,200,713 | $241M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,029,684 | $222M | 2.6% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 1,939,392 | $212M | 2.5% | 2026-Q2 |
| MATHER GROUP, LLC. added | 1,782,672 | $195M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 1,520,787 | $166M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 1,510,026 | $165M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,421,109 | $156M | 1.8% | 2026-Q2 |
| CI INVESTMENTS INC. added | 1,401,739 | $153M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,237,361 | $136M | 1.6% | 2026-Q2 |
| GenTrust, LLC added | 1,132,337 | $124M | 1.4% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,065,087 | $117M | 1.3% | 2026-Q2 |
| MAI Capital Management added | 1,025,179 | $112M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 993,101 | $109M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 846,902 | $93M | 1.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 744,300 | $82M | 0.9% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 656,155 | $72M | 0.8% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 623,697 | $68M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 589,381 | $64M | 0.7% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 574,221 | $63M | 0.7% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 565,912 | $62M | 0.7% | 2026-Q2 |
| Man Group plc added | 526,056 | $58M | 0.7% | 2026-Q2 |
| FIL Ltd trimmed | 516,747 | $57M | 0.7% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 503,950 | $55M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 499,201 | $55M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 496,917 | $54M | 0.6% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 491,120 | $54M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 483,505 | $53M | 0.6% | 2026-Q2 |
| VIEWPOINT INVESTMENT PARTNERS CORP added | 471,660 | $52M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 460,136 | $50M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 450,056 | $49M | 0.6% | 2026-Q2 |
| One Capital Management, LLC | 434,073 | $48M | 0.6% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 425,671 | $46M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 422,751 | $46M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 413,980 | $45M | 0.5% | 2026-Q2 |
| DRW Securities, LLC new | 411,982 | $45M | 0.5% | 2026-Q2 |
| BALDWIN WEALTH PARTNERS LLC/MA added | 397,604 | $44M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 390,367 | $43M | 0.5% | 2026-Q2 |
| Rock Creek Group LLC added | 382,595 | $42M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 371,250 | $41M | 0.5% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 365,000 | $40M | 0.5% | 2026-Q2 |
| Passaic Partners LLC added | 349,260 | $38M | 0.4% | 2026-Q2 |
| Arbor Investment Advisors, LLC trimmed | 331,302 | $36M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 310,445 | $34M | 0.4% | 2026-Q2 |
| KWMG, LLC added | 309,777 | $34M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 307,614 | $34M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 284,398 | $31M | 0.4% | 2026-Q2 |
| 3EDGE Asset Management, LP trimmed | 284,273 | $31M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 272,602 | $30M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 266,800 | $29M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 212,028 | $23M | 0.3% | 2026-Q2 |
| Vertex Investment Solutions Co., Ltd. added | 208,600 | $23M | 0.3% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 204,045 | $22M | 0.3% | 2026-Q2 |
| Blue Edge Capital, LLC new | 196,373 | $21M | 0.2% | 2026-Q2 |
| Independence Financial Advisors, LLC added | 192,148 | $21M | 0.2% | 2026-Q2 |
| West Financial Advisors, LLC added | 191,290 | $21M | 0.2% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 189,100 | $21M | 0.2% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 184,819 | $20M | 0.2% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 183,204 | $20M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC added | 183,104 | $20M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 179,075 | $20M | 0.2% | 2026-Q2 |
| Portfolio Design Labs, LLC new | 173,273 | $19M | 0.2% | 2026-Q2 |
| CIM, LLC added | 170,872 | $19M | 0.2% | 2026-Q2 |
| COUNTRY TRUST BANK added | 170,453 | $19M | 0.2% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 164,657 | $18M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 162,984 | $18M | 0.2% | 2026-Q2 |
| Cypress Capital, LLC trimmed | 161,373 | $18M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 160,147 | $18M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 156,227 | $17M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 148,537 | $16M | 0.2% | 2026-Q2 |
| Ted Buchan & Co added | 148,331 | $16M | 0.2% | 2026-Q2 |
| Ascent Group, LLC added | 146,055 | $16M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 145,041 | $16M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 144,797 | $16M | 0.2% | 2026-Q2 |
| RTD Financial Advisors, Inc. added | 142,418 | $16M | 0.2% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 140,410 | $15M | 0.2% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 136,776 | $21M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 133,756 | $15M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 130,505 | $14M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC trimmed | 129,565 | $14M | 0.2% | 2026-Q2 |
| Marino Management, LLC | 126,194 | $14M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 125,203 | $12M | 0.1% | 2026-Q2 |
| Verger Capital Management LLC added | 124,105 | $14M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 122,333 | $13M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 122,109 | $13M | 0.2% | 2026-Q2 |
| DORVAL Corp added | 119,218 | $13M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 116,231 | $13M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 114,549 | $13M | 0.1% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 114,397 | $13M | 0.1% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 113,620 | $12M | 0.1% | 2026-Q2 |
| Creative Planning added | 112,097 | $12M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 110,001 | $12M | 0.1% | 2026-Q2 |
| Global Endowment Management, LP added | 109,883 | $12M | 0.1% | 2026-Q2 |
| Strategic Investment Advisors / MI trimmed | 107,949 | $12M | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 107,524 | $12M | 0.1% | 2026-Q2 |
| Parkway Wealth Management Group, LLC trimmed | 106,727 | $12M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 7 | $15M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.