Rhumbline Advisers Expands Holdings in iShares TIPS Bond ETF

On February 19, 2025, it was reported that Rhumbline Advisers increased its investment in the iShares TIPS Bond ETF (NYSEARCA:TIP) by 0.5% during the fourth quarter of the previous year. According to the latest filing with the SEC, the firm now holds a total of 288,596 shares of the ETF, having acquired an additional 1,459 shares in that period. As of the most recent filing, these shares are valued at approximately $30,750,000, which makes up about 0.17% of the overall portfolio of Rhumbline Advisers.

In addition to Rhumbline, several other hedge funds have also made adjustments to their positions in the iShares TIPS Bond ETF. For instance, Eastern Bank recently initiated a new investment valued at around $37,000 in the third quarter. Strategic Investment Solutions Inc. in Illinois significantly increased its holdings by 102.0%, now owning 404 shares worth $45,000 after acquiring another 204 shares during that quarter. GPS Wealth Strategies Group LLC also contributed to the ETF's growth by raising its stake by 26.0% in the fourth quarter, increasing its total to 484 shares valued at $52,000.

Market Performance of iShares TIPS Bond ETF

As of the last reported trading session, the iShares TIPS Bond ETF's stock opened at $108.26. Over the past year, the ETF has seen a low of $104.67 and a high of $111.06. Its market performance is typically evaluated using metrics such as the 50-day moving average of $107.37 and the 200-day moving average of $108.42. The ETF currently has a market capitalization of $18.78 billion, with a price-to-earnings ratio of 11.86 and a beta coefficient of 0.09, indicating relatively low volatility compared to the market.

About iShares TIPS Bond ETF

The iShares TIPS Bond ETF, previously known as the iShares Barclays Treasury Inflation Protected Securities Bond Fund, operates as an exchange-traded fund. The primary goal of this fund is to achieve investment outcomes that generally correspond to the performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L), before any fees or expenses are accounted for.

Conclusion

The appetite for inflation-protected investment options like the iShares TIPS Bond ETF appears to be growing, as evidenced by the recent activities of Rhumbline Advisers and other institutional investors. As inflation remains a concern for many investors, interest in TIPS is likely to continue rising.

Rhumbline, Investment, TIPS