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Institutional Ownership · SEC Form 13F

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.

990
Institutional holders
91M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added24,691,874$2.7B31.3%2026-Q2
MORGAN STANLEY added4,661,443$510M5.9%2026-Q2
FMR LLC added4,396,041$481M5.6%2026-Q2
BlackRock, Inc. added2,726,866$298M3.5%2026-Q2
PRUDENTIAL FINANCIAL INC added2,200,713$241M2.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added2,029,684$222M2.6%2026-Q2
SUMITOMO LIFE INSURANCE CO added1,939,392$212M2.5%2026-Q2
MATHER GROUP, LLC. added1,782,672$195M2.3%2026-Q2
UBS Group AG trimmed1,520,787$166M1.9%2026-Q2
LPL Financial LLC added1,510,026$165M1.9%2026-Q2
WELLS FARGO & COMPANY/MN added1,421,109$156M1.8%2026-Q2
CI INVESTMENTS INC. added1,401,739$153M1.8%2026-Q2
AMERIPRISE FINANCIAL INC trimmed1,237,361$136M1.6%2026-Q2
GenTrust, LLC added1,132,337$124M1.4%2026-Q2
ASSETMARK, INC trimmed1,065,087$117M1.3%2026-Q2
MAI Capital Management added1,025,179$112M1.3%2026-Q2
JPMORGAN CHASE & CO added993,101$109M1.3%2026-Q2
ROYAL BANK OF CANADA added846,902$93M1.1%2026-Q2
Pictet Asset Management Holding SA trimmed744,300$82M0.9%2026-Q2
MARTIN & CO INC /TN/ added656,155$72M0.8%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added623,697$68M0.8%2026-Q2
GOLDMAN SACHS GROUP INC added589,381$64M0.7%2026-Q2
PARTNERS CAPITAL INVESTMENT GROUP, LLP added574,221$63M0.7%2026-Q2
HSBC HOLDINGS PLC added565,912$62M0.7%2026-Q2
Man Group plc added526,056$58M0.7%2026-Q2
FIL Ltd trimmed516,747$57M0.7%2026-Q2
Dynasty Wealth Management, LLC added503,950$55M0.6%2026-Q2
OSAIC HOLDINGS, INC. added499,201$55M0.6%2026-Q2
Bank of New York Mellon Corp added496,917$54M0.6%2026-Q2
Quotient Wealth Partners, LLC added491,120$54M0.6%2026-Q2
PNC Financial Services Group, Inc. added483,505$53M0.6%2026-Q2
VIEWPOINT INVESTMENT PARTNERS CORP added471,660$52M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added460,136$50M0.6%2026-Q2
Cetera Investment Advisers added450,056$49M0.6%2026-Q2
One Capital Management, LLC434,073$48M0.6%2026-Q2
TD Waterhouse Canada Inc. added425,671$46M0.5%2026-Q2
Federation des caisses Desjardins du Quebec added422,751$46M0.5%2026-Q2
STIFEL FINANCIAL CORP added413,980$45M0.5%2026-Q2
DRW Securities, LLC new411,982$45M0.5%2026-Q2
BALDWIN WEALTH PARTNERS LLC/MA added397,604$44M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added390,367$43M0.5%2026-Q2
Rock Creek Group LLC added382,595$42M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added371,250$41M0.5%2026-Q2
CAPITOLIS LIQUID GLOBAL MARKETS LLC365,000$40M0.5%2026-Q2
Passaic Partners LLC added349,260$38M0.4%2026-Q2
Arbor Investment Advisors, LLC trimmed331,302$36M0.4%2026-Q2
MARSHALL WACE, LLP trimmed310,445$34M0.4%2026-Q2
KWMG, LLC added309,777$34M0.4%2026-Q2
Rockefeller Capital Management L.P. added307,614$34M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added284,398$31M0.4%2026-Q2
3EDGE Asset Management, LP trimmed284,273$31M0.4%2026-Q2
Prime Capital Investment Advisors, LLC added272,602$30M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added266,800$29M0.3%2026-Q2
Wealthspire Advisors, LLC added212,028$23M0.3%2026-Q2
Vertex Investment Solutions Co., Ltd. added208,600$23M0.3%2026-Q2
Ethos Financial Group, LLC trimmed204,045$22M0.3%2026-Q2
Blue Edge Capital, LLC new196,373$21M0.2%2026-Q2
Independence Financial Advisors, LLC added192,148$21M0.2%2026-Q2
West Financial Advisors, LLC added191,290$21M0.2%2026-Q2
Ocean Park Asset Management, LLC added189,100$21M0.2%2026-Q2
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed184,819$20M0.2%2026-Q2
Heartwood Wealth Advisors LLC added183,204$20M0.2%2026-Q2
Lido Advisors, LLC added183,104$20M0.2%2026-Q2
Beacon Pointe Advisors, LLC trimmed179,075$20M0.2%2026-Q2
Portfolio Design Labs, LLC new173,273$19M0.2%2026-Q2
CIM, LLC added170,872$19M0.2%2026-Q2
COUNTRY TRUST BANK added170,453$19M0.2%2026-Q2
Cascade Financial Partners, LLC added164,657$18M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed162,984$18M0.2%2026-Q2
Cypress Capital, LLC trimmed161,373$18M0.2%2026-Q2
MML INVESTORS SERVICES, LLC added160,147$18M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added156,227$17M0.2%2026-Q2
LEAVELL INVESTMENT MANAGEMENT, INC. added148,537$16M0.2%2026-Q2
Ted Buchan & Co added148,331$16M0.2%2026-Q2
Ascent Group, LLC added146,055$16M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added145,041$16M0.2%2026-Q2
Dakota Wealth Management trimmed144,797$16M0.2%2026-Q2
RTD Financial Advisors, Inc. added142,418$16M0.2%2026-Q2
Horizon Investments, LLC trimmed140,410$15M0.2%2026-Q2
Evelyn Partners Group Ltd new136,776$21M0.2%2026-Q2
Pure Financial Advisors, LLC trimmed133,756$15M0.2%2026-Q2
NorthCoast Asset Management LLC trimmed130,505$14M0.2%2026-Q2
Lutz Financial Services LLC trimmed129,565$14M0.2%2026-Q2
Marino Management, LLC126,194$14M0.2%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added125,203$12M0.1%2026-Q2
Verger Capital Management LLC added124,105$14M0.2%2026-Q2
Equitable Holdings, Inc. added122,333$13M0.2%2026-Q2
Mirae Asset Global Investments Co., Ltd. added122,109$13M0.2%2026-Q2
DORVAL Corp added119,218$13M0.2%2026-Q2
TRUIST FINANCIAL CORP trimmed116,231$13M0.1%2026-Q2
Quadrature Capital Ltd added114,549$13M0.1%2026-Q2
TWIN FOCUS CAPITAL PARTNERS, LLC trimmed114,397$13M0.1%2026-Q2
Fischer Financial Services, Inc. added113,620$12M0.1%2026-Q2
Creative Planning added112,097$12M0.1%2026-Q2
Focus Partners Wealth added110,001$12M0.1%2026-Q2
Global Endowment Management, LP added109,883$12M0.1%2026-Q2
Strategic Investment Advisors / MI trimmed107,949$12M0.1%2026-Q2
Avior Wealth Management, LLC added107,524$12M0.1%2026-Q2
Parkway Wealth Management Group, LLC trimmed106,727$12M0.1%2026-Q2
Coppell Advisory Solutions LLC trimmed7$15M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership