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iShares iBonds Oct 2028 Term TIPS ETF

37 hedge funds and large institutions have $88.9M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2026 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 2

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

21% more capital invested

Capital invested by funds: $73.5M → $88.9M (+$15.4M)

19% more funds holding

Funds holding: 3137 (+6)

0.48% less ownership

Funds ownership: 57.75%57.27% (-0.48%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
21
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$33.9M -$5.06M -192,123 -13%
Raymond James Financial
2
Raymond James Financial
Florida
$13.5M +$9.22M +349,951 +215%
QFA
3
Quantum Financial Advisors
California
$9.7M +$933K +35,421 +11%
NSIM
4
North Star Investment Management
Illinois
$5.89M +$737K +27,985 +14%
BlackRock
5
BlackRock
New York
$4.49M +$1.83M +69,641 +69%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.81M +$1.68M +63,905 +149%
CTC
7
Central Trust Company
Missouri
$2.61M +$400K +15,195 +18%
SRPTWM
8
Split Rock Private Trading & Wealth Management
Minnesota
$2.16M +$2.16M +82,068 New
AA
9
Addison Advisors
Vermont
$1.54M -$1.33M -50,324 -46%
Jane Street
10
Jane Street
New York
$1.23M +$1.23M +46,758 New
JSA
11
Jim Saulnier & Associates
Colorado
$1.04M +$151K +5,743 +17%
DC
12
Davenport & Co
Virginia
$1.01M +$1.01M +38,443 New
GWP
13
Gateway Wealth Partners
Wisconsin
$896K +$898K +34,080 New
PIM
14
Penobscot Investment Management
Massachusetts
$894K +$13.2K +500 +1%
IA
15
IFG Advisory
Georgia
$698K +$699K +26,547 New
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$631K +$659 +25 +0.1%
BWM
17
Briggs Wealth Management
Connecticut
$605K +$146K +5,523 +32%
Goldman Sachs
18
Goldman Sachs
New York
$506K
MA
19
MKT Advisors
California
$487K +$37.6K +1,426 +8%
ATI
20
ARK & TLK Investments
Oklahoma
$471K
Cerity Partners
21
Cerity Partners
New York
$459K +$659 +25 +0.1%
LPL Financial
22
LPL Financial
California
$457K +$59.6K +2,263 +15%
TRCT
23
Tower Research Capital (TRC)
New York
$428K +$403K +15,294 +1,559%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$368K +$369K +14,002 New
Creative Planning
25
Creative Planning
Kansas
$366K +$132 +5 +0%

IBIE Hedge Fund Activity: Q2 2026 in Review

37 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q2 2026, worth a combined $88.9M — up 21% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBIE positions and 1 closed out — a net gain of 8 holders — while 21 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $9.22M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $5.06M.

  • 37 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q2 2026, up from 31 in Q1 2026.
  • Funds reported $88.9M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q2 2026 and 1 closed out, a net change of +8 holders.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q2 2026 was Raymond James Financial, an estimated $9.22M added.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q2 2026 was TRUE Private Wealth Advisors, an estimated $5.06M sold.

Based on aggregated 13F filings for Q2 2026.