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iShares iBonds Oct 2027 Term TIPS ETF

29 hedge funds and large institutions have $33.1M invested in iShares iBonds Oct 2027 Term TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

63% more capital invested

Capital invested by funds: $20.3M → $33.1M (+$12.8M)

32% more funds holding

Funds holding: 2229 (+7)

5.6% more ownership

Funds ownership: 32.84%38.44% (+5.6%)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$8.94M +$1.8M +69,472 +25%
Raymond James Financial
2
Raymond James Financial
Florida
$4.27M +$4.24M +163,354 New
LPL Financial
3
LPL Financial
California
$4.18M +$3.13M +120,668 +308%
AA
4
Addison Advisors
Vermont
$2.84M +$69.8K +2,691 +3%
BlackRock
5
BlackRock
New York
$2.64M +$505K +19,460 +24%
HNW
6
High Note Wealth
Minnesota
$1.34M -$4.15K -160 -0.3%
TRCT
7
Tower Research Capital (TRC)
New York
$1.21M +$1.2M +46,396 New
Goldman Sachs
8
Goldman Sachs
New York
$1.11M +$1.1M +42,394 New
Jane Street
9
Jane Street
New York
$995K +$229K +8,820 +30%
Creative Planning
10
Creative Planning
Kansas
$849K
BCPWM
11
Bradley & Co Private Wealth Management
Florida
$596K +$374K +14,418 +172%
Osaic Holdings
12
Osaic Holdings
Arizona
$506K +$43.8K +1,688 +10%
CTC
13
Central Trust Company
Missouri
$497K -$181K -6,996 -27%
Cerity Partners
14
Cerity Partners
New York
$457K +$454K +17,518 New
MA
15
MKT Advisors
California
$455K -$700 -27 -0.2%
ATI
16
ARK & TLK Investments
Oklahoma
$452K
FTUS
17
Flow Traders U.S.
New York
$387K +$104K +3,995 +37%
4FG
18
4Thought Financial Group
New York
$352K +$350K +13,495 New
JSA
19
Jim Saulnier & Associates
Colorado
$328K
BPA
20
Beacon Pointe Advisors
California
$270K
DC
21
Davenport & Co
Virginia
$229K +$227K +8,770 New
AF
22
Allworth Financial
California
$52K
ME
23
McIlrath & Eck
Washington
$40.1K +$39.8K +1,535 New
PA
24
Parallel Advisors
California
$30.1K
BC
25
Barrett & Company
Rhode Island
$26.1K

IBID Hedge Fund Activity: Q1 2026 in Review

29 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) for Q1 2026, worth a combined $33.1M — up 63% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBID positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.03M sold.

  • 29 institutional investors held iShares iBonds Oct 2027 Term TIPS ETF (IBID) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $33.1M of iShares iBonds Oct 2027 Term TIPS ETF stock for Q1 2026, up 63% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Oct 2027 Term TIPS ETF positions in Q1 2026 and 2 closed out, a net change of +7 holders.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF buyer in Q1 2026 was Raymond James Financial, an estimated $4.24M added.
  • The largest iShares iBonds Oct 2027 Term TIPS ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2026.