iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
6 hedge funds and large institutions have $3.33M invested in iShares iBonds 1-5 Year TIPS Ladder ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
19.83% less ownership
Funds ownership: 55.89% → 36.06% (-20%)
23% less capital invested
Capital invested by funds: $4.3M → $3.33M (-$968K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$421K |
| 2 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$337K |
| 3 |
Jane Street
New York
|
+$264K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$36.3K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFG
RFP Financial Group
Atlanta,
Georgia
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $1.34M | +$421K | +16,503 | +46% |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $951K | +$337K | +13,187 | +55% |
|
|
3
Creative Planning
Overland Park,
Kansas
| $440K | +$36.3K | +1,422 | +9% |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $336K | +$3.52K | +138 | +1% |
|
|
5
Jane Street
New York
| $265K | +$264K | +10,328 | New |
|
6
UBS Group
Zurich,
Switzerland
| $77 | +$77 | +3 | New |
|
|
RFG
7
RFP Financial Group
Atlanta,
Georgia
| – | -$2.04M | -79,442 | Closed |
|
LDRI Hedge Fund Activity: Q3 2025 in Review
6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) for Q3 2025, worth a combined $3.33M — down 23% from $4.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LDRI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $421K. The largest seller was RFP Financial Group, exiting entirely with an estimated $2.04M sold.
- 6 institutional investors held iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) as of Q3 2025, up from 5 in Q2 2025.
- Funds reported $3.33M of iShares iBonds 1-5 Year TIPS Ladder ETF stock for Q3 2025, down 23% quarter-over-quarter.
- 2 funds opened new iShares iBonds 1-5 Year TIPS Ladder ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF buyer in Q3 2025 was HighTower Advisors, an estimated $421K added.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF seller in Q3 2025 was RFP Financial Group, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2025.