iShares iBonds 1-5 Year TIPS Ladder ETF
LDRI
7 hedge funds and large institutions have $4.05M invested in iShares iBonds 1-5 Year TIPS Ladder ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
32% more capital invested
Capital invested by funds: $3.07M → $4.05M (+$980K)
0.18% more ownership
Funds ownership: 30.42% → 30.6% (+0.18%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$339K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$277K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$228K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$200K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCFP
Treasure Coast Financial Planning
Vero Beach,
Florida
|
-$65.1K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
HighTower Advisors
Chicago,
Illinois
| $1.85M | +$200K | +7,910 | +12% |
|
|
TCFP
2
Treasure Coast Financial Planning
Vero Beach,
Florida
| $945K | -$65.1K | -2,568 | -6% |
|
|
3
Creative Planning
Overland Park,
Kansas
| $400K | -$36K | -1,422 | -8% |
|
|
IWC
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $340K | +$339K | +13,370 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $279K | +$277K | +10,950 | New |
|
|
DC
6
Davenport & Co
Richmond,
Virginia
| $229K | +$228K | +8,991 | New |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $5.09K | +$5.07K | +200 | New |
|
LDRI Hedge Fund Activity: Q1 2026 in Review
7 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) for Q1 2026, worth a combined $4.05M — up 32% from $3.07M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LDRI positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $339K. The largest seller was Treasure Coast Financial Planning, cutting an estimated $65.1K.
- 7 institutional investors held iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $4.05M of iShares iBonds 1-5 Year TIPS Ladder ETF stock for Q1 2026, up 32% quarter-over-quarter.
- 4 funds opened new iShares iBonds 1-5 Year TIPS Ladder ETF positions in Q1 2026 and 0 closed out, a net change of +4 holders.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $339K added.
- The largest iShares iBonds 1-5 Year TIPS Ladder ETF seller in Q1 2026 was Treasure Coast Financial Planning, an estimated $65.1K sold.
Based on aggregated 13F filings for Q1 2026.