Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (TIP)

934 + Investors. Track Smart Money conviction in TIP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — TIP

Based on 927 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
927 funds currently hold this stock — 93% of the 3.0-year high of 996 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TIP is almost the same as a year ago (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

458 buying416 selling
Last quarter: 458 funds bought or added vs 416 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+62 vs last Q)

new funds entering per quarter
Funds opening a new TIP position: 86 → 65 → 69 → 131. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 17% medium ■ 11% new
670 out of 927 hedge funds have held TIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

119 → 86 → 65 → 69 → 131 new funds/Q
New funds entering each quarter: 86 → 65 → 69 → 131. A growing number of institutions are discovering TIP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Of 934 current holders: 673 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
27 of 927 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in TIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TIP

How many hedge funds hold TIP — quarterly history vs. share price
Quarterly hedge fund ownership of TIP vs. share price

Market Analysis: TIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TIP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

69 top-rated funds 23 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: TIP
2026 Q1 Stats Unlock in 9 days 934 + Investors

Track Smart Money conviction in TIP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 934 895 4.36%
13F Shares 83M 78M 6.02%
Total Value $8.76B $8.70B 0.78%
New Positions 132 71 +61
Increased Positions 337 333 +4
Closed Positions 93 83 +10
Reduced Positions 332 333 -1
Total Calls 5 5 -
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.2 1.0 Neutral

Statistics: TIP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

934 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TIP. Verified SEC 13F-HR filings.

Top 25 institutional holders of TIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VIEWPOINT INVESTMENT PARTNERS CORP 10.38% 277,560 $22.4M
2 Deane Retirement Strategies, Inc. 9.52% 214,432 $23.7M
3 Vertex Investment Solutions Co., Ltd. 5.90% 46,300 $5.1M
4 Wealth Forward, LLC 5.80% 93,131 $10.3M
5 Perissos Private Wealth Management, LLC 5.27% 55,053 $6.1M
6 Cypress Capital, LLC 5.11% 162,607 $17.9M
7 Arbor Investment Advisors, LLC 4.79% 333,103 $36.8M
8 Fischer Financial Services, Inc. 4.11% 110,791 $12.2M
9 Horizons Wealth Management 4.11% 56,764 $6.3M
10 SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 4.05% 89,915 $9.9M
11 Independence Financial Advisors, LLC 4.02% 121,374 $13.4M
12 DORVAL Corp 3.97% 115,978 $12.8M
13 Minot DeBlois Advisors LLC 3.93% 39,231 $4.3M
14 One Wealth Map LLC 3.79% 72,435 $8.1M
15 Brightwater Advisory LLC 3.76% 51,505 $5.7M
16 Hillcrest Wealth Advisors - NY, LLC 3.72% 83,245 $9.2M
17 Madson Wealth Advisors Inc 3.54% 38,544 $4.3M
18 GenTrust, LLC 3.48% 736,210 $81.2M
19 West Financial Advisors, LLC 3.40% 181,745 $20.1M
20 STERLING INVESTMENT ADVISORS LLC /ADV 3.35% 63,188 $7.0M
21 Florin Court Capital LLP 3.33% 8,000 $883K
22 Slocum, Gordon & Co LLP 3.27% 43,577 $4.8M
23 BALDWIN WEALTH PARTNERS LLC/MA 3.16% 394,233 $43.5M
24 Sound Stewardship, LLC 2.96% 58,548 $6.5M
25 CHESAPEAKE CAPITAL CORP /IL/ 2.78% 34,933 $3.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (TIP)

What does the Smart Money Trend signal show for TIP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TIP?

Slight buying edge — 52% buying: Last quarter: 458 funds bought or added vs 416 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TIP holders?

Elite ownership — 53% AUM from top-100 funds: 27 of 927 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in TIP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TIP?

72% of holders stayed for 2+ years: 670 out of 927 hedge funds have held TIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.