iShares iBonds Oct 2028 Term TIPS ETF
IBIE
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.
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: 31 → 37 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$9.22M |
| 2 |
SRPTWM
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
|
+$2.16M |
| 3 |
BlackRock
New York
|
+$1.83M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.68M |
| 5 |
Jane Street
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$5.06M |
| 2 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$1.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4FG
26
4Thought Financial Group
Syosset,
New York
| $365K | +$12.1K | +460 | +3% |
|
|
SFC
27
Strategic Financial Concepts
San Antonio,
Texas
| $283K | – | – | – |
|
|
CAM
28
Clark Asset Management
Stratham,
New Hampshire
| $266K | +$632 | +24 | +0.2% |
|
|
AF
29
Allworth Financial
Folsom,
California
| $260K | +$204K | +7,732 | +356% |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | +$257K | +9,772 | New |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $184K | +$54.6K | +2,074 | +42% |
|
|
IWC
32
Integrated Wealth Concepts
Waltham,
Massachusetts
| $35.2K | +$35.3K | +1,340 | New |
|
|
PA
33
Parallel Advisors
San Francisco,
California
| $30.1K | – | – | – |
|
|
BC
34
Barrett & Company
Providence,
Rhode Island
| $26.3K | – | – | – |
|
|
ADL
35
Asset Dedication LLC
San Francisco,
California
| $26.1K | +$5.98K | +227 | +30% |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| $18.2K | +$53 | +2 | +0.3% |
|
37
Wells Fargo
San Francisco,
California
| $1.08K | +$1.08K | +41 | New |
|
|
38
Citadel Advisors
Miami,
Florida
| – | -$635K | -24,203 | Closed |
|
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.