iShares iBonds Oct 2033 Term TIPS

IBIJ • ARCA

iShares iBonds Oct 2033 Term TIPS is an exchange-traded fund on ARCA. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $8.2M. Quantum Financial Advisors, LLC is the largest holder with a position valued at $3.4M.

Overview

Overview of institutional ownership in IBIJ as of Q3 2025

All Institutions

Institutions: 11
Value Held: $8.2M
Shares Held: 309.3K
Avg Position: $741.8K
Median Position: $279.5K

Hedge Funds

Hedge Funds: 1
Value Held: $497.2K
Shares Held: 18.8K
Avg Position: $497.2K
Median Position: $497.2K

Biggest Investors

Institutions with the largest positions in IBIJ 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	$3.4M 0.42% of portfolio	128.9K shares	Q1 2024 Held for 1y 8m	$819.3M
A ARK & TLK INVESTMENTS, LLC Institution	-	$1.7M 0.54% of portfolio	64.0K shares	Q4 2023 Held for 1y 11m	$315.2M
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	$1.2M 0.78% of portfolio	45.2K shares	Q3 2024 Held for 1y 2m	$153.5M
F FLOW TRADERS U.S. LLC Institution	-	$693.3K 0.03% of portfolio	26.3K shares	Q3 2023 Held for 2y 2m	$2.1B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$497.2K 0.00% of portfolio	18.8K shares	Q4 2023 Held for 1y 11m	$122.08B
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	$279.5K 0.15% of portfolio	10.6K shares	Q3 2025 Held for 2 months	$180.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$217.8K 0.00% of portfolio	8.3K shares	Q1 2025 Held for 8 months	$67.9B
Mendota Financial Group, LLC RIA/Wealth	Jared Corey Kushner CEO	$121.3K 0.09% of portfolio	4.6K shares	Q3 2025 Held for 2 months	$133.9M
C CENTRAL TRUST & INVESTMENT CO Institution	-	$50.1K 0.00% of portfolio	1.9K shares	Q3 2025 Held for 2 months	$4.8B
A Advisor Group Holdings, Inc. Institution	-	$16.5K 0.00% of portfolio	625.0 shares	Q1 2025 Held for 8 months	$71.0B

Net Capital Flow

Institutional buying and selling activity for IBIJ in Q3 2025

Traded: −$362.3K
Buyers: 7
Sellers: 4
Total Bought: +$631.3K
Total Sold: −$993.6K
Avg Position: $680.0K

Biggest Buyers

Institution	Net Bought	Current Position
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	+$279.5K +10.6K shares	$279.5K 10.6K shares
Mendota Financial Group, LLC RIA/Wealth	+$121.3K +4.6K shares	$121.3K 4.6K shares
F FLOW TRADERS U.S. LLC Institution	+$95.8K +3.6K shares	$693.3K 26.3K shares
Quantum Financial Advisors, LLC RIA/Wealth	+$53.2K +2.0K shares	$3.4M 128.9K shares
C CENTRAL TRUST & INVESTMENT CO Institution	+$50.1K +1.9K shares	$50.1K 1.9K shares
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	+$31.0K +1.2K shares	$1.2M 45.2K shares
UBS Group AG Institution	+$290.0 +11.0 shares	$290.0 11.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$663.2K −25.1K shares	$217.8K 8.3K shares
J JANE STREET GROUP, LLC Institution	−$277.6K −10.6K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$42.2K −1.6K shares	$497.2K 18.8K shares
A ARK & TLK INVESTMENTS, LLC Institution	−$10.6K −400.0 shares	$1.7M 64.0K shares

Entry and Exit Activity

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

New Positions: 3
New Value: $450.9K
Exited Positions: 1
Exited Value: $277.6K

New Positions

Institution	Position Value
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	$279.5K 10.6K shares
Mendota Financial Group, LLC RIA/Wealth	$121.3K 4.6K shares
C CENTRAL TRUST & INVESTMENT CO Institution	$50.1K 1.9K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$277.6K 10.6K shares

Options Activity

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

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.78% $1.2M	45.2K shares	Q3 2024 Held for 1y 2m	$153.5M
A ARK & TLK INVESTMENTS, LLC Institution	-	0.54% $1.7M	64.0K shares	Q4 2023 Held for 1y 11m	$315.2M
Quantum Financial Advisors, LLC RIA/Wealth	Darius Geiser Gagne Partner	0.42% $3.4M	128.9K shares	Q1 2024 Held for 1y 8m	$819.3M
B Bradley & Co. Private Wealth Management, LLC RIA/Wealth	Deon Maryann Blaney Managing Partner	0.15% $279.5K	10.6K shares	Q3 2025 Held for 2 months	$180.4M
Mendota Financial Group, LLC RIA/Wealth	Jared Corey Kushner CEO	0.09% $121.3K	4.6K shares	Q3 2025 Held for 2 months	$133.9M
F FLOW TRADERS U.S. LLC Institution	-	0.03% $693.3K	26.3K shares	Q3 2023 Held for 2y 2m	$2.1B
C CENTRAL TRUST & INVESTMENT CO Institution	-	0.00% $50.1K	1.9K shares	Q3 2025 Held for 2 months	$4.8B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $497.2K	18.8K shares	Q4 2023 Held for 1y 11m	$122.08B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $217.8K	8.3K shares	Q1 2025 Held for 8 months	$67.9B
A Advisor Group Holdings, Inc. Institution	-	0.00% $16.5K	625.0 shares	Q1 2025 Held for 8 months	$71.0B

Hedge Fund Spotlight

Discover hedge funds investing in IBIJ

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 2033 Term TIPS

Market Value: $497.2K
Shares Held: 18.8K
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%