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iShares iBonds Oct 2028 Term TIPS ETF

26 hedge funds and large institutions have $62.3M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

24% more funds holding

Funds holding: 2126 (+5)

6% more capital invested

Capital invested by funds: $59M → $62.3M (+$3.34M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.47% less ownership

Funds ownership: 66.01%64.54% (-1.5%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$43M +$39.9K +1,518 +0.1%
QFA
2
Quantum Financial Advisors
California
$6.75M +$698K +26,544 +12%
AA
3
Addison Advisors
Vermont
$2.6M +$182K +6,925 +8%
BlackRock
4
BlackRock
New York
$1.85M +$205K +7,812 +13%
NSIM
5
North Star Investment Management
Illinois
$989K +$983K +37,375 New
PIM
6
Penobscot Investment Management
Massachusetts
$886K
Citadel Advisors
7
Citadel Advisors
Florida
$884K +$316K +12,000 +56%
JSA
8
Jim Saulnier & Associates
Colorado
$718K +$196K +7,442 +38%
Goldman Sachs
9
Goldman Sachs
New York
$509K -$404K -15,356 -44%
CTC
10
Central Trust Company
Missouri
$489K -$72.4K -2,754 -13%
ATI
11
ARK & TLK Investments
Oklahoma
$474K
MA
12
MKT Advisors
California
$410K +$96.1K +3,654 +31%
Osaic Holdings
13
Osaic Holdings
Arizona
$386K +$338K +12,843 +739%
Creative Planning
14
Creative Planning
Kansas
$367K +$33.8K +1,284 +10%
LPL Financial
15
LPL Financial
California
$311K +$309K +11,744 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$285K -$241K -9,179 -46%
Jane Street
17
Jane Street
New York
$283K -$451K -17,145 -62%
BPA
18
Beacon Pointe Advisors
California
$273K +$272K +10,332 New
IA
19
IFG Advisory
Georgia
$230K +$229K +8,701 New
FTUS
20
Flow Traders U.S.
New York
$216K +$215K +8,165 New
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$202K
MFG
22
Mendota Financial Group
Wisconsin
$64.1K +$63.7K +2,423 New
AF
23
Allworth Financial
California
$57.4K +$26 +1 +0%
BC
24
Barrett & Company
Rhode Island
$46.3K
UBS Group
25
UBS Group
Switzerland
$16.8K +$16.7K +636 New

IBIE Hedge Fund Activity: Q3 2025 in Review

26 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q3 2025, worth a combined $62.3M — up 5.7% from $59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBIE positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was North Star Investment Management, opening a new position worth an estimated $983K. The largest seller was Jane Street, cutting an estimated $451K.

  • 26 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $62.3M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q3 2025, up 5.7% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q3 2025 was North Star Investment Management, an estimated $983K added.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q3 2025 was Jane Street, an estimated $451K sold.

Based on aggregated 13F filings for Q3 2025.