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iShares iBonds Oct 2030 Term TIPS ETF

25 hedge funds and large institutions have $65M invested in iShares iBonds Oct 2030 Term TIPS ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

32% more funds holding

Funds holding: 1925 (+6)

11% more capital invested

Capital invested by funds: $58.5M → $65M (+$6.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.61% less ownership

Funds ownership: 63.29%59.67% (-3.6%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
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
$36.6M -$2.77M -105,634 -7%
QFA
2
Quantum Financial Advisors
California
$7.31M +$1.62M +61,778 +29%
Raymond James Financial
3
Raymond James Financial
Florida
$4.08M +$4.07M +155,410 New
DADC
4
D.A. Davidson & Co
Montana
$3.99M +$153K +5,842 +4%
BlackRock
5
BlackRock
New York
$2.63M +$505K +19,280 +24%
CTC
6
Central Trust Company
Missouri
$1.83M +$630K +24,044 +53%
Goldman Sachs
7
Goldman Sachs
New York
$1.27M
Citadel Advisors
8
Citadel Advisors
Florida
$1.07M +$1.06M +40,561 New
TRCT
9
Tower Research Capital (TRC)
New York
$750K +$749K +28,557 New
BCPWM
10
Bradley & Co Private Wealth Management
Florida
$743K +$392K +14,963 +112%
JSA
11
Jim Saulnier & Associates
Colorado
$661K +$50.3K +1,920 +8%
FTUS
12
Flow Traders U.S.
New York
$637K +$636K +24,264 New
MA
13
MKT Advisors
California
$595K -$183 -7 -0%
ATI
14
ARK & TLK Investments
Oklahoma
$494K
NA
15
NewEdge Advisors
Louisiana
$470K +$17.7K +674 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$442K +$53.7K +2,047 +14%
LPL Financial
17
LPL Financial
California
$353K +$99.7K +3,804 +39%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$352K -$9.72K -371 -3%
4FG
19
4Thought Financial Group
New York
$351K +$351K +13,380 New
Creative Planning
20
Creative Planning
Kansas
$311K
ME
21
McIlrath & Eck
Washington
$48.2K +$48.2K +1,837 New
PA
22
Parallel Advisors
California
$29.8K
SPIA
23
Steward Partners Investment Advisory
New York
$20.6K -$3.62K -138 -15%
ADL
24
Asset Dedication LLC
California
$20.2K +$20.2K +769 New
UBS Group
25
UBS Group
Switzerland
$1.65K +$1.65K +63 New

IBIG Hedge Fund Activity: Q1 2026 in Review

25 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Oct 2030 Term TIPS ETF (IBIG) for Q1 2026, worth a combined $65M — up 11% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBIG positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $4.07M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $2.77M.

  • 25 institutional investors held iShares iBonds Oct 2030 Term TIPS ETF (IBIG) as of Q1 2026, up from 19 in Q4 2025.
  • Funds reported $65M of iShares iBonds Oct 2030 Term TIPS ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Oct 2030 Term TIPS ETF positions in Q1 2026 and 2 closed out, a net change of +6 holders.
  • The largest iShares iBonds Oct 2030 Term TIPS ETF buyer in Q1 2026 was Raymond James Financial, an estimated $4.07M added.
  • The largest iShares iBonds Oct 2030 Term TIPS ETF seller in Q1 2026 was TRUE Private Wealth Advisors, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2026.