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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

82 hedge funds and large institutions have $891M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6% more capital invested

Capital invested by funds: $838M → $891M (+$53.5M)

5% more funds holding

Funds holding: 78 → 82 (+4)

0.4% less ownership

Funds ownership: 89.07% → 88.67% (-0.4%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
12
Increased
37
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Chandler Asset Management
California
+$26.3M
2
CAL
Capital Analysts LLC
Pennsylvania
+$5.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.37M
4
WA
Wealth Architects
California
+$3M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.8M

Top Sellers

1
IA
IFG Advisory
Georgia
-$5.43M
2
BTI
Blue Trust Inc
Georgia
-$1.27M
3
AWA
Archvest Wealth Advisors
California
-$586K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$558K
5
LPL Financial
LPL Financial
California
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.85M -$234K -9,690 -11%
CWM
27
Chesapeake Wealth Management
Virginia
$1.62M +$134K +5,545 +9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.24M +$263K +10,887 +27%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.18M +$47.9K +1,986 +4%
SIM
30
Stratos Investment Management
Ohio
$1.12M +$46.1K +1,910 +4%
FTUS
31
Flow Traders U.S.
New York
$1.09M +$265K +10,989 +32%
TIA
32
Tiemann Investment Advisors
California
$1,000K +$39.8K +1,650 +4%
OIA
33
OneDigital Investment Advisors
Kansas
$997K -$98.6K -4,085 -9%
VA
34
Valmark Advisers
Ohio
$917K +$33.4K +1,385 +4%
BIA
35
Bell Investment Advisors
California
$872K -$9.46K -392 -1%
LIA
36
Lynx Investment Advisory
District of Columbia
$795K +$796K +32,985 New
Citadel Advisors
37
Citadel Advisors
Florida
$794K +$438K +18,135 +122%
EAM
38
Empirical Asset Management
Massachusetts
$751K +$24.7K +1,022 +3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$650K +$154K +6,371 +31%
Osaic Holdings
40
Osaic Holdings
Arizona
$641K -$48.6K -2,014 -7%
Jane Street
41
Jane Street
New York
$635K +$167K +6,927 +36%
JP Morgan Chase
42
JP Morgan Chase
New York
$597K +$596K +24,712 +29,419%
EH
43
Equitable Holdings
New York
$510K +$7.31K +303 +1%
MML Investors Services
44
MML Investors Services
Massachusetts
$474K +$148K +6,129 +45%
RIA
45
Regal Investment Advisors
Michigan
$472K -$18.2K -753 -4%
CL
46
CLG LLC
California
$448K +$3.81K +158 +0.9%
RA
47
RFG Advisory
Alabama
$432K +$433K +17,938 New
Raymond James Financial
48
Raymond James Financial
Florida
$426K -$88.3K -3,662 -17%
V
49
VeraBank
Texas
$408K -$1.28K -53 -0.3%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$381K -$19.4K -804 -5%
1
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TDTF Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2026, worth a combined $891M — up 6.4% from $838M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TDTF positions and 6 closed out — a net gain of 6 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Chandler Asset Management, opening a new position worth an estimated $26.3M. The largest seller was IFG Advisory, exiting entirely with an estimated $5.43M sold.

  • 82 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $891M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 12 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2026 was Chandler Asset Management, an estimated $26.3M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2026 was IFG Advisory, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2026.