iShares iBonds Oct 2027 Term TIPS

IBID • ARCA

iShares iBonds Oct 2027 Term TIPS is an exchange-traded fund on ARCA. As of Q3 2025, 18 institutional investors hold shares in this ETF, with total holdings valued at $17.4M. Quantum Financial Advisors, LLC is the largest holder with a position valued at $6.9M.

Overview

Overview of institutional ownership in IBID as of Q3 2025

All Institutions

Institutions: 18
Value Held: $17.4M
Shares Held: 661.1K
Avg Position: $964.5K
Median Position: $411.2K

Hedge Funds

Hedge Funds: 1
Value Held: $858.4K
Shares Held: 32.7K
Avg Position: $858.4K
Median Position: $858.4K

Biggest Investors

Institutions with the largest positions in IBID as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	$6.9M 0.84% of portfolio	261.8K shares	Q4 2023 Held for 1y 11m	$819.3M
A Addison Advisors LLC Institution	-	$2.6M 0.60% of portfolio	98.8K shares	Q2 2025 Held for 5 months	$430.7M
B BlackRock, Inc. Institution	-	$1.8M 0.00% of portfolio	70.1K shares	Q3 2023 Held for 2y 2m	$5.67T
High Note Wealth, LLC RIA/Wealth	Katherine Marie Antoinette Forrester CEO	$1.4M 0.29% of portfolio	51.7K shares	Q2 2025 Held for 5 months	$468.5M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$858.4K 0.00% of portfolio	32.7K shares	Q4 2023 Held for 1y 11m	$122.08B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$852.2K 0.00% of portfolio	32.4K shares	Q4 2024 Held for 11 months	$130.86B
A ARK & TLK INVESTMENTS, LLC Institution	-	$454.4K 0.14% of portfolio	17.3K shares	Q4 2023 Held for 1y 11m	$315.2M
C CENTRAL TRUST & INVESTMENT CO Institution	-	$419.5K 0.01% of portfolio	16.0K shares	Q4 2024 Held for 11 months	$4.8B
L LPL Financial LLC Institution	-	$415.2K 0.00% of portfolio	15.8K shares	Q3 2025 Held for 2 months	$340.07B
MKT Advisors LLC RIA/Wealth	Taylor Carl Jobe Managing Partner	$407.2K 0.15% of portfolio	15.7K shares	Q2 2025 Held for 5 months	$267.9M

Net Capital Flow

Institutional buying and selling activity for IBID in Q3 2025

Traded: +$812.0K
Buyers: 11
Sellers: 7
Total Bought: +$2.7M
Total Sold: −$1.8M
Avg Position: $789.1K

Biggest Buyers

Institution	Net Bought	Current Position
Quantum Financial Advisors, LLC RIA/Wealth	+$739.4K +28.2K shares	$6.9M 261.8K shares
High Note Wealth, LLC RIA/Wealth	+$458.3K +17.5K shares	$1.4M 51.7K shares
L LPL Financial LLC Institution	+$415.2K +15.8K shares	$415.2K 15.8K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$271.5K +10.3K shares	$271.5K 10.3K shares
B BlackRock, Inc. Institution	+$206.4K +7.9K shares	$1.8M 70.1K shares
A Addison Advisors LLC Institution	+$187.5K +7.1K shares	$2.6M 98.8K shares
Creative Planning RIA/Wealth	+$185.9K +7.1K shares	$852.2K 32.4K shares
MKT Advisors LLC RIA/Wealth	+$95.8K +3.7K shares	$407.2K 15.7K shares
A Advisor Group Holdings, Inc. Institution	+$91.5K +3.5K shares	$139.2K 5.3K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	+$3.8K +146.0 shares	$303.3K 11.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$864.1K −33.0K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$314.7K −12.0K shares	$236.8K 9.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$261.4K −10.0K shares	$858.4K 32.7K shares
F FLOW TRADERS U.S. LLC Institution	−$248.6K −9.5K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$96.7K −3.7K shares	Sold Off 0 shares
C CENTRAL TRUST & INVESTMENT CO Institution	−$43.0K −1.6K shares	$419.5K 16.0K shares
JPMORGAN CHASE & CO Institution	−$14.8K −566.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBID in Q3 2025

New Positions: 2
New Value: $686.7K
Exited Positions: 4
Exited Value: $1.2M

New Positions

Institution	Position Value
L LPL Financial LLC Institution	$415.2K 15.8K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$271.5K 10.3K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$864.1K 33.0K shares
F FLOW TRADERS U.S. LLC Institution	$248.6K 9.5K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$96.7K 3.7K shares
JPMORGAN CHASE & CO Institution	$14.8K 566.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBID as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBID as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	0.84% $6.9M	261.8K shares	Q4 2023 Held for 1y 11m	$819.3M
A Addison Advisors LLC Institution	-	0.60% $2.6M	98.8K shares	Q2 2025 Held for 5 months	$430.7M
High Note Wealth, LLC RIA/Wealth	Katherine Marie Antoinette Forrester CEO	0.29% $1.4M	51.7K shares	Q2 2025 Held for 5 months	$468.5M
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.20% $303.3K	11.5K shares	Q1 2025 Held for 8 months	$153.5M
MKT Advisors LLC RIA/Wealth	Taylor Carl Jobe Managing Partner	0.15% $407.2K	15.7K shares	Q2 2025 Held for 5 months	$267.9M
A ARK & TLK INVESTMENTS, LLC Institution	-	0.14% $454.4K	17.3K shares	Q4 2023 Held for 1y 11m	$315.2M
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	0.12% $220.8K	8.4K shares	Q4 2024 Held for 11 months	$180.4M
BARRETT & COMPANY, INC. RIA/Wealth	Wilson Gordon Ii Saville President	0.02% $46.0K	1.8K shares	Q1 2024 Held for 1y 8m	$289.8M
C CENTRAL TRUST & INVESTMENT CO Institution	-	0.01% $419.5K	16.0K shares	Q4 2024 Held for 11 months	$4.8B
Beacon Pointe Advisors, LLC RIA/Wealth	Shannon Elizabeth Eusey CEO	0.00% $271.5K	10.3K shares	Q3 2025 Held for 2 months	$11.8B

Hedge Fund Spotlight

Discover hedge funds investing in IBID

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Oct 2027 Term TIPS

Market Value: $858.4K
Shares Held: 32.7K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%