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iShares iBonds Oct 2027 Term TIPS ETF

19 hedge funds and large institutions have $17.4M invested in iShares iBonds Oct 2027 Term TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

5% more capital invested

Capital invested by funds: $16.5M → $17.4M (+$845K)

1.93% less ownership

Funds ownership: 35.02%33.08% (-1.9%)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$6.88M +$735K +28,152 +12%
AA
2
Addison Advisors
Vermont
$2.59M +$186K +7,140 +8%
BlackRock
3
BlackRock
New York
$1.84M +$205K +7,857 +13%
HNW
4
High Note Wealth
Minnesota
$1.36M +$456K +17,450 +51%
Citadel Advisors
5
Citadel Advisors
Florida
$858K -$260K -9,954 -23%
Creative Planning
6
Creative Planning
Kansas
$852K +$185K +7,076 +28%
ATI
7
ARK & TLK Investments
Oklahoma
$454K
CTC
8
Central Trust Company
Missouri
$419K -$42.8K -1,637 -9%
LPL Financial
9
LPL Financial
California
$415K +$413K +15,808 New
MA
10
MKT Advisors
California
$407K +$96.1K +3,681 +31%
JSA
11
Jim Saulnier & Associates
Colorado
$303K +$3.81K +146 +1%
BPA
12
Beacon Pointe Advisors
California
$271K +$270K +10,336 New
Jane Street
13
Jane Street
New York
$237K -$313K -11,982 -57%
BCPWM
14
Bradley & Co Private Wealth Management
Florida
$221K
Osaic Holdings
15
Osaic Holdings
Arizona
$139K +$91K +3,484 +192%
AF
16
Allworth Financial
California
$52.3K
BC
17
Barrett & Company
Rhode Island
$46K
SPIA
18
Steward Partners Investment Advisory
New York
$15.3K +$183 +7 +1%
HFM
19
Hartford Financial Management
Connecticut
$127 +$12.5K +480 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$864K -32,967 Closed
FTUS
21
Flow Traders U.S.
New York
-$249K -9,486 Closed
Raymond James Financial
22
Raymond James Financial
Florida
-$96.7K -3,690 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$14.8K -566 Closed

IBID Hedge Fund Activity: Q3 2025 in Review

19 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) for Q3 2025, worth a combined $17.4M — up 5.1% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IBID and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Quantum Financial Advisors, adding an estimated $735K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $864K sold.

  • 19 institutional investors held iShares iBonds Oct 2027 Term TIPS ETF (IBID) as of Q3 2025, down from 20 in Q2 2025.
  • Funds reported $17.4M of iShares iBonds Oct 2027 Term TIPS ETF stock for Q3 2025, up 5.1% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Oct 2027 Term TIPS ETF positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF buyer in Q3 2025 was Quantum Financial Advisors, an estimated $735K added.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF seller in Q3 2025 was Susquehanna International Group, an estimated $864K sold.

Based on aggregated 13F filings for Q3 2025.