iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
3 hedge funds and large institutions have $3.07M invested in iShares iBonds 1-5 Year TIPS Ladder ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.
5.64% less ownership
Funds ownership: 36.06% → 30.42% (-5.6%)
8% less capital invested
Capital invested by funds: $3.33M → $3.07M (-$263K)
50% less funds holding
Funds holding: 6 → 3 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$320K |
| 2 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
+$67.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$336K |
| 2 |
Jane Street
New York
|
-$265K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$77 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $1.64M | +$320K | +12,585 | +24% |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $1M | +$67.9K | +2,668 | +7% |
|
3
Creative Planning
Overland Park,
Kansas
| $432K | – | – | – |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$336K | -13,074 | Closed |
|
|
5
Jane Street
New York
| – | -$265K | -10,328 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$77 | -3 | Closed |
|
LDRI Hedge Fund Activity: Q4 2025 in Review
3 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) for Q4 2025, worth a combined $3.07M — down 7.9% from $3.33M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of LDRI and 0 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was HighTower Advisors, adding an estimated $320K. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $336K sold.
- 3 institutional investors held iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) as of Q4 2025, down from 6 in Q3 2025.
- Funds reported $3.07M of iShares iBonds 1-5 Year TIPS Ladder ETF stock for Q4 2025, down 7.9% quarter-over-quarter.
- 0 funds opened new iShares iBonds 1-5 Year TIPS Ladder ETF positions in Q4 2025 and 3 closed out, a net change of -3 holders.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF buyer in Q4 2025 was HighTower Advisors, an estimated $320K added.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $336K sold.
Based on aggregated 13F filings for Q4 2025.