iShares iBonds Oct 2028 Term TIPS ETF

IBIE • ARCA

iShares iBonds Oct 2028 Term TIPS ETF is an exchange-traded fund on ARCA. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $62.3M. TRUE Private Wealth Advisors is the largest holder with a position valued at $43.0M.

Overview

Overview of institutional ownership in IBIE as of Q3 2025

All Institutions

Institutions: 26
Value Held: $62.3M
Shares Held: 2.4M
Avg Position: $2.4M
Median Position: $376.1K

Hedge Funds

Hedge Funds: 1
Value Held: $883.7K
Shares Held: 33.4K
Avg Position: $883.7K
Median Position: $883.7K

Biggest Investors

Institutions with the largest positions in IBIE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
TRUE Private Wealth Advisors RIA/Wealth	Michael Brett Davis CEO	$43.0M 4.41% of portfolio	1.6M shares	Q2 2025 Held for 5 months	$974.8M
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	$6.8M 0.82% of portfolio	255.2K shares	Q4 2023 Held for 1y 11m	$819.3M
A Addison Advisors LLC Institution	-	$2.6M 0.60% of portfolio	98.4K shares	Q2 2025 Held for 5 months	$430.7M
B BlackRock, Inc. Institution	-	$1.9M 0.00% of portfolio	69.9K shares	Q4 2024 Held for 11 months	$5.67T
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	$988.8K 0.06% of portfolio	37.4K shares	Q3 2025 Held for 2 months	$1.6B
Penobscot Investment Management Company, Inc. RIA/Wealth	Daniel Bailey Ford President	$886.2K 0.07% of portfolio	33.5K shares	Q2 2025 Held for 5 months	$1.3B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$883.7K 0.00% of portfolio	33.4K shares	Q1 2024 Held for 1y 8m	$122.08B
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	$717.6K 0.47% of portfolio	27.1K shares	Q3 2024 Held for 1y 2m	$153.5M
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$508.9K 0.00% of portfolio	19.2K shares	Q1 2025 Held for 8 months	$691.34B
C CENTRAL TRUST & INVESTMENT CO Institution	-	$488.7K 0.01% of portfolio	18.5K shares	Q4 2024 Held for 11 months	$4.8B

Net Capital Flow

Institutional buying and selling activity for IBIE in Q3 2025

Traded: +$2.9M
Buyers: 18
Sellers: 6
Total Bought: +$4.2M
Total Sold: −$1.3M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
North Star Investment Management Corp. RIA/Wealth	+$988.8K +37.4K shares	$988.8K 37.4K shares
Quantum Financial Advisors, LLC RIA/Wealth	+$702.2K +26.5K shares	$6.8M 255.2K shares
A Advisor Group Holdings, Inc. Institution	+$339.8K +12.8K shares	$385.7K 14.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$317.5K +12.0K shares	$883.7K 33.4K shares
L LPL Financial LLC Institution	+$310.7K +11.7K shares	$310.7K 11.7K shares
Beacon Pointe Advisors, LLC RIA/Wealth	+$273.3K +10.3K shares	$273.3K 10.3K shares
IFG Advisory, LLC RIA/Wealth	+$230.2K +8.7K shares	$230.2K 8.7K shares
F FLOW TRADERS U.S. LLC Institution	+$216.0K +8.2K shares	$216.0K 8.2K shares
B BlackRock, Inc. Institution	+$206.7K +7.8K shares	$1.9M 69.9K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	+$196.9K +7.4K shares	$717.6K 27.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$453.6K −17.1K shares	$283.3K 10.7K shares
GOLDMAN SACHS GROUP INC Institution	−$406.2K −15.4K shares	$508.9K 19.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$242.8K −9.2K shares	$285.2K 10.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$80.9K −3.1K shares	Sold Off 0 shares
C CENTRAL TRUST & INVESTMENT CO Institution	−$72.9K −2.8K shares	$488.7K 18.5K shares
JPMORGAN CHASE & CO Institution	−$13.5K −513.0 shares	Sold Off 0 shares

Entry and Exit Activity

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

New Positions: 5
New Value: $1.9M
Exited Positions: 2
Exited Value: $94.4K

New Positions

Institution	Position Value
North Star Investment Management Corp. RIA/Wealth	$988.8K 37.4K shares
L LPL Financial LLC Institution	$310.7K 11.7K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$273.3K 10.3K shares
IFG Advisory, LLC RIA/Wealth	$230.2K 8.7K shares
Mendota Financial Group, LLC RIA/Wealth	$64.1K 2.4K shares

Exited Positions

Institution	Previous Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$80.9K 3.1K shares
JPMORGAN CHASE & CO Institution	$13.5K 513.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBIE 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 IBIE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
TRUE Private Wealth Advisors RIA/Wealth	Michael Brett Davis CEO	4.41% $43.0M	1.6M shares	Q2 2025 Held for 5 months	$974.8M
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	0.82% $6.8M	255.2K shares	Q4 2023 Held for 1y 11m	$819.3M
A Addison Advisors LLC Institution	-	0.60% $2.6M	98.4K shares	Q2 2025 Held for 5 months	$430.7M
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.47% $717.6K	27.1K shares	Q3 2024 Held for 1y 2m	$153.5M
MKT Advisors LLC RIA/Wealth	Taylor Carl Jobe Managing Partner	0.15% $410.0K	15.6K shares	Q2 2025 Held for 5 months	$267.9M
A ARK & TLK INVESTMENTS, LLC Institution	-	0.15% $473.8K	17.9K shares	Q4 2023 Held for 1y 11m	$315.2M
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	0.11% $202.5K	7.7K shares	Q4 2024 Held for 11 months	$180.4M
Penobscot Investment Management Company, Inc. RIA/Wealth	Daniel Bailey Ford President	0.07% $886.2K	33.5K shares	Q2 2025 Held for 5 months	$1.3B
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	0.06% $988.8K	37.4K shares	Q3 2025 Held for 2 months	$1.6B
Mendota Financial Group, LLC RIA/Wealth	Jared Corey Kushner CEO	0.05% $64.1K	2.4K shares	Q3 2025 Held for 2 months	$133.9M

Hedge Fund Spotlight

Discover hedge funds investing in IBIE

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 2028 Term TIPS ETF

Market Value: $883.7K
Shares Held: 33.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q1

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%