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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

67 hedge funds and large institutions have $762M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $652M → $762M (+$110M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

5.25% more ownership

Funds ownership: 89.05% → 94.3% (+5.2%)

0% more funds holding

Funds holding: 67 → 67 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
24
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$30.7M
2
CVM
Cheviot Value Management
California
+$20.7M
3
BTI
Blue Trust Inc
Georgia
+$12.3M
4
VA
Vident Advisory
Georgia
+$8.61M
5
CAL
Capital Analysts LLC
Pennsylvania
+$6.87M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.33M
2
Jane Street
Jane Street
New York
-$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.54M
4
BI
Bolthouse Investments
California
-$1.17M
5
Morgan Stanley
Morgan Stanley
New York
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
26
Tiemann Investment Advisors
California
$811K +$166K +7,000 +26%
Raymond James Financial
27
Raymond James Financial
Florida
$704K -$28.9K -1,222 -4%
V
28
VeraBank
Texas
$703K -$75.2K -3,175 -10%
LMKC
29
L.M. Kohn & Company
Ohio
$557K -$1.25K -53 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$529K -$377K -15,936 -42%
CA
31
Clearstead Advisors
Ohio
$484K +$473K +19,970 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$434K -$146K -6,172 -26%
Jane Street
33
Jane Street
New York
$424K -$1.97M -83,287 -83%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$379K -$166 -7 -0%
OIA
35
OneDigital Investment Advisors
Kansas
$367K +$358K +15,119 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$364K +$13.6K +575 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$324K -$42.6K -1,799 -12%
KWM
38
KMT Wealth Management
California
$320K – – –
LPL Financial
39
LPL Financial
California
$275K -$414K -17,490 -61%
AWS
40
Atria Wealth Solutions
New York
$271K +$264K +11,164 New
TSS
41
Two Sigma Securities
New York
$263K +$23.1K +977 +10%
GT
42
Greenleaf Trust
Michigan
$248K – – –
Comerica Bank
43
Comerica Bank
Texas
$247K – – –
M&T Bank
44
M&T Bank
New York
$243K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$238K +$48.1K +2,031 +26%
SVWG
46
Shared Vision Wealth Group
United States
$235K – – –
KAS
47
Kestra Advisory Services
Texas
$235K +$229K +9,690 New
Betterment LLC
48
Betterment LLC
New York
$232K +$10.4K +441 +5%
IRC
49
Investors Research Corp
Georgia
$163K +$663 +28 +0.4%
Wells Fargo
50
Wells Fargo
California
$132K -$9.64K -407 -7%
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TDTF Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2025, worth a combined $762M — up 17% from $652M a quarter earlier.

Fund positioning in TDTF was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $30.7M. The largest seller was UBS Group, cutting an estimated $2.33M.

  • 67 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $762M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2025, up 17% quarter-over-quarter.
  • 8 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2025 was Northern Trust, an estimated $30.7M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2025 was UBS Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2025.