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iShares iBonds Oct 2028 Term TIPS ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2631 (+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: 11 (0)

5.88% less ownership

Funds ownership: 63.63%57.75% (-5.9%)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
10
Reduced
3
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
$38.8M -$3.87M -148,084 -9%
QFA
2
Quantum Financial Advisors
California
$8.75M +$1.75M +66,880 +25%
NSIM
3
North Star Investment Management
Illinois
$5.14M +$1.83M +69,988 +56%
Raymond James Financial
4
Raymond James Financial
Florida
$4.26M +$4.24M +162,434 New
AA
5
Addison Advisors
Vermont
$2.86M +$99.2K +3,799 +4%
BlackRock
6
BlackRock
New York
$2.65M +$507K +19,410 +24%
CTC
7
Central Trust Company
Missouri
$2.21M +$655K +25,069 +42%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.13M +$266K +10,177 +31%
JSA
9
Jim Saulnier & Associates
Colorado
$886K
PIM
10
Penobscot Investment Management
Massachusetts
$879K
Citadel Advisors
11
Citadel Advisors
Florida
$635K -$56K -2,145 -8%
BCPWM
12
Bradley & Co Private Wealth Management
Florida
$629K +$426K +16,310 +213%
Goldman Sachs
13
Goldman Sachs
New York
$505K
ATI
14
ARK & TLK Investments
Oklahoma
$470K
MA
15
MKT Advisors
California
$459K -$757 -29 -0.2%
BWM
16
Briggs Wealth Management
Connecticut
$459K
Cerity Partners
17
Cerity Partners
New York
$457K +$455K +17,416 New
LPL Financial
18
LPL Financial
California
$397K +$14.3K +549 +4%
Creative Planning
19
Creative Planning
Kansas
$365K
4FG
20
4Thought Financial Group
New York
$352K +$350K +13,402 New
SFC
21
Strategic Financial Concepts
Texas
$283K +$281K +10,770 New
BPA
22
Beacon Pointe Advisors
California
$271K
CAM
23
Clark Asset Management
New Hampshire
$265K +$264K +10,109 New
FFA
24
Farther Finance Advisors
California
$128K +$23.8K +910 +23%
AF
25
Allworth Financial
California
$57K

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.