iShares iBonds Oct 2029 Term TIPS ETF

IBIF • ARCA

iShares iBonds Oct 2029 Term TIPS ETF is an exchange-traded fund on ARCA. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $16.6M. Quantum Financial Advisors, LLC is the largest holder with a position valued at $6.0M.

Overview

Overview of institutional ownership in IBIF as of Q3 2025

All Institutions

Institutions: 19
Value Held: $16.6M
Shares Held: 625.7K
Avg Position: $873.4K
Median Position: $410.8K

Hedge Funds

Hedge Funds: 1
Value Held: $470.2K
Shares Held: 17.7K
Avg Position: $470.2K
Median Position: $470.2K

Biggest Investors

Institutions with the largest positions in IBIF 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	$6.0M 0.74% of portfolio	227.9K shares	Q1 2024 Held for 1y 8m	$819.3M
BlackRock, Inc. Institution	Laurence D. Fink CEO	$1.8M 0.00% of portfolio	69.6K shares	Q4 2024 Held for 11 months	$5.67T
R Robertson Stephens Wealth Management, LLC Institution	-	$1.8M 0.05% of portfolio	67.6K shares	Q2 2024 Held for 1y 5m	$3.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.2M 0.00% of portfolio	47.0K shares	Q1 2025 Held for 8 months	$67.9B
F FLOW TRADERS U.S. LLC Institution	-	$969.0K 0.05% of portfolio	36.5K shares	Q3 2023 Held for 2y 2m	$2.1B
C CENTRAL TRUST & INVESTMENT CO Institution	-	$622.0K 0.01% of portfolio	23.4K shares	Q4 2024 Held for 11 months	$4.8B
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	$532.0K 0.35% of portfolio	20.1K shares	Q3 2024 Held for 1y 2m	$153.5M
A ARK & TLK INVESTMENTS, LLC Institution	-	$491.0K 0.16% of portfolio	18.5K shares	Q4 2023 Held for 1y 11m	$315.2M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$470.2K 0.00% of portfolio	17.7K shares	Q3 2025 Held for 2 months	$122.08B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$410.8K 0.00% of portfolio	15.5K shares	Q1 2025 Held for 8 months	$130.86B

Net Capital Flow

Institutional buying and selling activity for IBIF in Q3 2025

Traded: +$5.2M
Buyers: 14
Sellers: 2
Total Bought: +$5.3M
Total Sold: −$75.5K
Avg Position: $873.4K

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.2M +47.0K shares	$1.2M 47.0K shares
Quantum Financial Advisors, LLC RIA/Wealth	+$1.1M +41.7K shares	$6.0M 227.9K shares
F FLOW TRADERS U.S. LLC Institution	+$724.1K +27.3K shares	$969.0K 36.5K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$470.2K +17.7K shares	$470.2K 17.7K shares
IFG Advisory, LLC RIA/Wealth	+$287.3K +10.8K shares	$287.3K 10.8K shares
L LPL Financial LLC Institution	+$280.1K +10.6K shares	$280.1K 10.6K shares
J JANE STREET GROUP, LLC Institution	+$255.1K +9.6K shares	$255.1K 9.6K shares
A Advisor Group Holdings, Inc. Institution	+$242.4K +9.1K shares	$287.1K 10.8K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	+$214.1K +8.1K shares	$532.0K 20.1K shares
BlackRock, Inc. Institution	+$206.3K +7.8K shares	$1.8M 69.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CENTRAL TRUST & INVESTMENT CO Institution	−$52.3K −2.0K shares	$622.0K 23.4K shares
R Robertson Stephens Wealth Management, LLC Institution	−$23.2K −875.0 shares	$1.8M 67.6K shares

Entry and Exit Activity

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

New Positions: 2
New Value: $567.4K
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
IFG Advisory, LLC RIA/Wealth	$287.3K 10.8K shares
L LPL Financial LLC Institution	$280.1K 10.6K shares

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in IBIF 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 IBIF 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	0.74% $6.0M	227.9K shares	Q1 2024 Held for 1y 8m	$819.3M
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.35% $532.0K	20.1K shares	Q3 2024 Held for 1y 2m	$153.5M
A ARK & TLK INVESTMENTS, LLC Institution	-	0.16% $491.0K	18.5K shares	Q4 2023 Held for 1y 11m	$315.2M
MKT Advisors LLC RIA/Wealth	Taylor Carl Jobe Managing Partner	0.15% $399.9K	15.2K shares	Q2 2025 Held for 5 months	$267.9M
R Robertson Stephens Wealth Management, LLC Institution	-	0.05% $1.8M	67.6K shares	Q2 2024 Held for 1y 5m	$3.3B
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	0.05% $95.0K	3.6K shares	Q4 2024 Held for 11 months	$180.4M
F FLOW TRADERS U.S. LLC Institution	-	0.05% $969.0K	36.5K shares	Q3 2023 Held for 2y 2m	$2.1B
IFG Advisory, LLC RIA/Wealth	John Land Bridgers CEO	0.01% $287.3K	10.8K shares	Q3 2025 Held for 2 months	$2.2B
C CENTRAL TRUST & INVESTMENT CO Institution	-	0.01% $622.0K	23.4K shares	Q4 2024 Held for 11 months	$4.8B
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	0.00% $392.2K	14.8K shares	Q4 2024 Held for 11 months	$11.7B

Hedge Fund Spotlight

Discover hedge funds investing in IBIF

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 2029 Term TIPS ETF

Market Value: $470.2K
Shares Held: 17.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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%