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iShares iBonds Oct 2027 Term TIPS ETF
IBID

22 hedge funds and large institutions have $20.3M invested in iShares iBonds Oct 2027 Term TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

17% more capital invested

Capital invested by funds: $17.4M → $20.3M (+$2.96M)

16% more funds holding

Funds holding: 19 → 22 (+3)

0.24% less ownership

Funds ownership: 33.08% → 32.84% (-0.24%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$609K
2
Jane Street
Jane Street
New York
+$527K
3
Osaic Holdings
Osaic Holdings
Arizona
+$322K
4
BlackRock
BlackRock
New York
+$302K
5
QFA
Quantum Financial Advisors
California
+$293K

Top Sellers

Rank Fund Capital Flow
1
BC
Barrett & Company
Rhode Island
-$19.5K
2
HNW
High Note Wealth
Minnesota
-$598
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1
Quantum Financial Advisors
California
$7.04M +$293K +11,272 +4%
AA
2
Addison Advisors
Vermont
$2.73M +$187K +7,196 +7%
BlackRock
3
BlackRock
New York
$2.11M +$302K +11,613 +17%
HNW
4
High Note Wealth
Minnesota
$1.33M -$598 -23 -0%
Citadel Advisors
5
Citadel Advisors
Florida
$1.03M +$186K +7,161 +22%
LPL Financial
6
LPL Financial
California
$1.01M +$609K +23,414 +148%
Creative Planning
7
Creative Planning
Kansas
$838K +$1.2K +46 +0.1%
Jane Street
8
Jane Street
New York
$755K +$527K +20,250 +225%
CTC
9
Central Trust Company
Missouri
$672K +$262K +10,065 +63%
Osaic Holdings
10
Osaic Holdings
Arizona
$456K +$322K +12,380 +234%
MA
11
MKT Advisors
California
$451K +$47.5K +1,825 +12%
ATI
12
ARK & TLK Investments
Oklahoma
$446K – – –
JSA
13
Jim Saulnier & Associates
Colorado
$324K +$26.2K +1,009 +9%
FTUS
14
Flow Traders U.S.
New York
$279K +$281K +10,820 New
BPA
15
Beacon Pointe Advisors
California
$267K – – –
IA
16
IFG Advisory
Georgia
$235K +$237K +9,095 New
BCPWM
17
Bradley & Co Private Wealth Management
Florida
$217K – – –
AF
18
Allworth Financial
California
$51.3K – – –
PA
19
Parallel Advisors
California
$29.7K +$30K +1,152 New
BC
20
Barrett & Company
Rhode Island
$25.8K -$19.5K -750 -43%
SPIA
21
Steward Partners Investment Advisory
New York
$15.3K +$338 +13 +2%
HFM
22
Hartford Financial Management
Connecticut
$124 – – –

IBID Hedge Fund Activity: Q4 2025 in Review

22 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) for Q4 2025, worth a combined $20.3M — up 17% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBID positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $609K. The largest seller was Barrett & Company, cutting an estimated $19.5K.

  • 22 institutional investors held iShares iBonds Oct 2027 Term TIPS ETF (IBID) as of Q4 2025, up from 19 in Q3 2025.
  • Funds reported $20.3M of iShares iBonds Oct 2027 Term TIPS ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Oct 2027 Term TIPS ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF buyer in Q4 2025 was LPL Financial, an estimated $609K added.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF seller in Q4 2025 was Barrett & Company, an estimated $19.5K sold.

Based on aggregated 13F filings for Q4 2025.