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iShares iBonds Oct 2028 Term TIPS ETF

21 hedge funds and large institutions have $59M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

438% more capital invested

Capital invested by funds: $11M → $59M (+$48M)

50% more funds holding

Funds holding: 1421 (+7)

36.21% more ownership

Funds ownership: 29.8%66.01% (+36%)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
1
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
$42.7M +$42.4M +1,624,158 New
QFA
2
Quantum Financial Advisors
California
$6.01M +$531K +20,353 +10%
AA
3
Addison Advisors
Vermont
$2.4M +$2.39M +91,427 New
BlackRock
4
BlackRock
New York
$1.63M +$703K +26,951 +77%
Goldman Sachs
5
Goldman Sachs
New York
$909K
PIM
6
Penobscot Investment Management
Massachusetts
$880K +$874K +33,500 New
Jane Street
7
Jane Street
New York
$732K +$432K +16,541 +146%
Citadel Advisors
8
Citadel Advisors
Florida
$563K +$558K +21,405 New
CTC
9
Central Trust Company
Missouri
$558K +$65.7K +2,519 +13%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$525K +$147K +5,649 +39%
JSA
11
Jim Saulnier & Associates
Colorado
$517K +$9.29K +356 +2%
ATI
12
ARK & TLK Investments
Oklahoma
$471K +$6.52K +250 +1%
Creative Planning
13
Creative Planning
Kansas
$330K +$29.8K +1,144 +10%
MA
14
MKT Advisors
California
$312K +$312K +11,978 New
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$201K -$160K -6,120 -44%
Raymond James Financial
16
Raymond James Financial
Florida
$80.9K +$80.3K +3,080 New
AF
17
Allworth Financial
California
$56.9K
BC
18
Barrett & Company
Rhode Island
$46K
Osaic Holdings
19
Osaic Holdings
Arizona
$45.7K +$29K +1,112 +178%
JP Morgan Chase
20
JP Morgan Chase
New York
$13.5K +$13.4K +513 New
SPIA
21
Steward Partners Investment Advisory
New York
$11.9K +$11.8K +452 New
FTUS
22
Flow Traders U.S.
New York
-$737K -28,056 Closed

IBIE Hedge Fund Activity: Q2 2025 in Review

21 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q2 2025, worth a combined $59M — up 438% from $11M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBIE positions and 1 closed out — a net gain of 7 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was TRUE Private Wealth Advisors, opening a new position worth an estimated $42.4M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $737K sold.

  • 21 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $59M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q2 2025, up 438% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q2 2025 and 1 closed out, a net change of +7 holders.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q2 2025 was TRUE Private Wealth Advisors, an estimated $42.4M added.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q2 2025 was Flow Traders U.S., an estimated $737K sold.

Based on aggregated 13F filings for Q2 2025.