iShares iBonds Oct 2028 Term TIPS ETF
IBIE
31 hedge funds and large institutions have $73.5M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
19% more funds holding
Funds holding: 26 → 31 (+5)
10% more capital invested
Capital invested by funds: $66.9M → $73.5M (+$6.56M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.88% less ownership
Funds ownership: 63.63% → 57.75% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.24M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.83M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.75M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$655K |
| 5 |
BlackRock
New York
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$3.87M |
| 2 |
Jane Street
New York
|
-$904K |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$503K |
| 4 |
MFG
Mendota Financial Group
Madison,
Wisconsin
|
-$62.9K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
26
McIlrath & Eck
Arlington,
Washington
| $42.2K | +$41.9K | +1,606 | New |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $30K | – | – | – |
|
|
BC
28
Barrett & Company
Providence,
Rhode Island
| $26.2K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $25.7K | +$25.6K | +981 | New |
|
|
ADL
30
Asset Dedication LLC
San Francisco,
California
| $20.1K | +$20K | +767 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $18.2K | +$5.95K | +228 | +49% |
|
|
32
Jane Street
New York
| – | -$904K | -34,815 | Closed |
|
|
IA
33
IFG Advisory
Atlanta,
Georgia
| – | -$503K | -19,357 | Closed |
|
|
MFG
34
Mendota Financial Group
Madison,
Wisconsin
| – | -$62.9K | -2,423 | Closed |
|
IBIE Hedge Fund Activity: Q1 2026 in Review
31 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q1 2026, worth a combined $73.5M — up 9.8% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBIE positions and 3 closed out — a net gain of 5 holders — while 10 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 TRUE Private Wealth Advisors, cutting an estimated $3.87M.
- 31 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q1 2026, up from 26 in Q4 2025.
- Funds reported $73.5M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q1 2026, up 9.8% quarter-over-quarter.
- 8 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
- The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q1 2026 was Raymond James Financial, an estimated $4.24M added.
- The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q1 2026 was TRUE Private Wealth Advisors, an estimated $3.87M sold.
Based on aggregated 13F filings for Q1 2026.