iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
5 hedge funds and large institutions have $4.3M invested in iShares iBonds 1-5 Year TIPS Ladder ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
179% more capital invested
Capital invested by funds: $1.54M → $4.3M (+$2.76M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more funds holding
Funds holding: 4 → 5 (+1)
22.48% more ownership
Funds ownership: 33.41% → 55.89% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
+$2.02M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$399K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$329K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$296K |
| 5 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$45.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$230K |
| 2 |
BlackRock
New York
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFG
1
RFP Financial Group
Atlanta,
Georgia
| $2.04M | +$2.02M | +79,442 | New |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $917K | +$296K | +11,634 | +48% |
|
|
TCFP
3
Treasure Coast Financial Planning
Vero Beach,
Florida
| $611K | +$45.7K | +1,800 | +8% |
|
|
4
Creative Planning
Overland Park,
Kansas
| $403K | +$399K | +15,700 | New |
|
|
IWC
5
Integrated Wealth Concepts
Waltham,
Massachusetts
| $332K | +$329K | +12,936 | New |
|
|
6
Jane Street
New York
| – | -$230K | -8,979 | Closed |
|
|
7
BlackRock
New York
| – | -$128K | -5,000 | Closed |
|
LDRI Hedge Fund Activity: Q2 2025 in Review
5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) for Q2 2025, worth a combined $4.3M — up 179% from $1.54M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LDRI positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was RFP Financial Group, opening a new position worth an estimated $2.02M. The largest seller was Jane Street, exiting entirely with an estimated $230K sold.
- 5 institutional investors held iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $4.3M of iShares iBonds 1-5 Year TIPS Ladder ETF stock for Q2 2025, up 179% quarter-over-quarter.
- 3 funds opened new iShares iBonds 1-5 Year TIPS Ladder ETF positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF buyer in Q2 2025 was RFP Financial Group, an estimated $2.02M added.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF seller in Q2 2025 was Jane Street, an estimated $230K sold.
Based on aggregated 13F filings for Q2 2025.