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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$31.4M
2
CVM
Cheviot Value Management
California
+$20.8M
3
BTI
Blue Trust Inc
Georgia
+$12.6M
4
VA
Vident Advisory
Georgia
+$8.81M
5
CAL
Capital Analysts LLC
Pennsylvania
+$7.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.38M
2
Jane Street
Jane Street
New York
-$2.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
BI
Bolthouse Investments
California
-$1.17M
5
Morgan Stanley
Morgan Stanley
New York
-$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
26
Tiemann Investment Advisors
California
$811K +$170K +7,000 +26%
Raymond James Financial
27
Raymond James Financial
Florida
$704K -$29.6K -1,222 -4%
V
28
VeraBank
Texas
$703K -$77K -3,175 -10%
LMKC
29
L.M. Kohn & Company
Ohio
$557K -$1.29K -53 -0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$529K -$386K -15,936 -42%
CA
31
Clearstead Advisors
Ohio
$484K +$484K +19,970 New
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$434K -$150K -6,172 -26%
Jane Street
33
Jane Street
New York
$424K -$2.02M -83,287 -83%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$379K -$170 -7 -0%
OIA
35
OneDigital Investment Advisors
Kansas
$367K +$367K +15,119 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$364K +$13.9K +575 +4%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$324K -$43.7K -1,799 -12%
KWM
38
KMT Wealth Management
California
$320K – – –
LPL Financial
39
LPL Financial
California
$275K -$424K -17,490 -61%
AWS
40
Atria Wealth Solutions
New York
$271K +$271K +11,164 New
TSS
41
Two Sigma Securities
New York
$263K +$23.7K +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 +$49.3K +2,031 +26%
SVWG
46
Shared Vision Wealth Group
United States
$235K – – –
KAS
47
Kestra Advisory Services
Texas
$235K +$235K +9,690 New
Betterment LLC
48
Betterment LLC
New York
$232K +$10.7K +441 +5%
IRC
49
Investors Research Corp
Georgia
$163K +$679 +28 +0.4%
Wells Fargo
50
Wells Fargo
California
$132K -$9.87K -407 -7%
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