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iShares iBonds Oct 2028 Term TIPS ETF

26 hedge funds and large institutions have $66.9M invested in iShares iBonds Oct 2028 Term TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

7% more capital invested

Capital invested by funds: $62.3M → $66.9M (+$4.62M)

0% more funds holding

Funds holding: 2626 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.91% less ownership

Funds ownership: 64.54%63.63% (-0.91%)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
15
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1
TRUE Private Wealth Advisors
Oregon
$42.3M +$70.5K +2,690 +0.2%
QFA
2
Quantum Financial Advisors
California
$6.92M +$295K +11,276 +4%
NSIM
3
North Star Investment Management
Illinois
$3.27M +$2.32M +88,675 +237%
AA
4
Addison Advisors
Vermont
$2.73M +$177K +6,756 +7%
BlackRock
5
BlackRock
New York
$2.12M +$303K +11,580 +17%
CTC
6
Central Trust Company
Missouri
$1.53M +$1.06M +40,544 +219%
Jane Street
7
Jane Street
New York
$904K +$632K +24,106 +225%
JSA
8
Jim Saulnier & Associates
Colorado
$877K +$174K +6,638 +24%
PIM
9
Penobscot Investment Management
Massachusetts
$870K
Osaic Holdings
10
Osaic Holdings
Arizona
$851K +$476K +18,183 +125%
Citadel Advisors
11
Citadel Advisors
Florida
$684K -$185K -7,057 -21%
IA
12
IFG Advisory
Georgia
$503K +$279K +10,656 +122%
Goldman Sachs
13
Goldman Sachs
New York
$500K
ATI
14
ARK & TLK Investments
Oklahoma
$465K
MA
15
MKT Advisors
California
$456K +$49.9K +1,903 +12%
BWM
16
Briggs Wealth Management
Connecticut
$454K +$458K +17,480 New
LPL Financial
17
LPL Financial
California
$379K +$74.3K +2,835 +24%
Creative Planning
18
Creative Planning
Kansas
$361K +$1.13K +43 +0.3%
BPA
19
Beacon Pointe Advisors
California
$268K
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$199K
FFA
21
Farther Finance Advisors
California
$104K +$105K +3,997 New
MFG
22
Mendota Financial Group
Wisconsin
$62.9K
AF
23
Allworth Financial
California
$56.4K +$105 +4 +0.2%
PA
24
Parallel Advisors
California
$29.7K +$30K +1,144 New
BC
25
Barrett & Company
Rhode Island
$26K -$19.7K -750 -43%

IBIE Hedge Fund Activity: Q4 2025 in Review

26 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) for Q4 2025, worth a combined $66.9M — up 7.4% from $62.3M a quarter earlier.

Fund positioning in IBIE was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 2 trimmed.

The largest buyer was North Star Investment Management, adding an estimated $2.32M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $285K sold.

  • 26 institutional investors held iShares iBonds Oct 2028 Term TIPS ETF (IBIE) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $66.9M of iShares iBonds Oct 2028 Term TIPS ETF stock for Q4 2025, up 7.4% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Oct 2028 Term TIPS ETF positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF buyer in Q4 2025 was North Star Investment Management, an estimated $2.32M added.
  • The largest iShares iBonds Oct 2028 Term TIPS ETF seller in Q4 2025 was Susquehanna International Group, an estimated $285K sold.

Based on aggregated 13F filings for Q4 2025.