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iShares iBonds Oct 2029 Term TIPS ETF

24 hedge funds and large institutions have $27.9M invested in iShares iBonds Oct 2029 Term TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 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

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

43% more capital invested

Capital invested by funds: $19.5M → $27.9M (+$8.34M)

26% more funds holding

Funds holding: 1924 (+5)

3.15% more ownership

Funds ownership: 34.13%37.28% (+3.2%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$8.36M +$1.98M +75,448 +31%
Raymond James Financial
2
Raymond James Financial
Florida
$4.42M +$4.41M +168,408 New
CTC
3
Central Trust Company
Missouri
$2.86M +$839K +32,057 +42%
BlackRock
4
BlackRock
New York
$2.64M +$506K +19,315 +24%
RSWM
5
Robertson Stephens Wealth Management
California
$1.99M +$41.9K +1,600 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$1.15M +$324K +12,389 +39%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.12M +$128K +4,882 +13%
JSA
8
Jim Saulnier & Associates
Colorado
$724K
Jane Street
9
Jane Street
New York
$685K -$520K -19,866 -43%
ATI
10
ARK & TLK Investments
Oklahoma
$486K
BCPWM
11
Bradley & Co Private Wealth Management
Florida
$482K +$387K +14,767 +412%
MA
12
MKT Advisors
California
$445K -$786 -30 -0.2%
Creative Planning
13
Creative Planning
Kansas
$408K
BWM
14
Briggs Wealth Management
Connecticut
$371K +$370K +14,142 New
LPL Financial
15
LPL Financial
California
$364K +$2.57K +98 +0.7%
4FG
16
4Thought Financial Group
New York
$351K +$350K +13,375 New
PAS
17
Park Avenue Securities
New York
$329K -$58.9K -2,250 -15%
SPIA
18
Steward Partners Investment Advisory
New York
$264K +$6.73K +257 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$202K +$201K +7,684 New
TRCT
20
Tower Research Capital (TRC)
New York
$85.1K +$84.9K +3,244 New
AF
21
Allworth Financial
California
$52.3K
ME
22
McIlrath & Eck
Washington
$46.2K +$46.1K +1,759 New
PA
23
Parallel Advisors
California
$30K
ADL
24
Asset Dedication LLC
California
$20.1K +$20K +764 New
IA
25
IFG Advisory
Georgia
-$592K -22,755 Closed

IBIF Hedge Fund Activity: Q1 2026 in Review

24 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) for Q1 2026, worth a combined $27.9M — up 43% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBIF positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.41M. The largest seller was IFG Advisory, exiting entirely with an estimated $592K sold.

  • 24 institutional investors held iShares iBonds Oct 2029 Term TIPS ETF (IBIF) as of Q1 2026, up from 19 in Q4 2025.
  • Funds reported $27.9M of iShares iBonds Oct 2029 Term TIPS ETF stock for Q1 2026, up 43% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Oct 2029 Term TIPS ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF buyer in Q1 2026 was Raymond James Financial, an estimated $4.41M added.
  • The largest iShares iBonds Oct 2029 Term TIPS ETF seller in Q1 2026 was IFG Advisory, an estimated $592K sold.

Based on aggregated 13F filings for Q1 2026.