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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

64 hedge funds and large institutions have $771M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1% more capital invested

Capital invested by funds: $762M → $771M (+$9.21M)

1.85% less ownership

Funds ownership: 94.3% → 92.45% (-1.8%)

4% less funds holding

Funds holding: 67 → 64 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
30
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$46.1M
2
Ameriprise
Ameriprise
Minnesota
+$12.6M
3
FNB
Farmers National Bank
Kentucky
+$4.96M
4
WA
Wealth Architects
California
+$3.5M
5
Bank of America
Bank of America
North Carolina
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
-$60.1M
2
VA
Vident Advisory
Georgia
-$6.36M
3
AWS
Atria Wealth Solutions
New York
-$271K
4
TSS
Two Sigma Securities
New York
-$263K
5
V
VeraBank
Texas
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$1.07M -$7.09K -297 -0.7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.04M +$36.2K +1,519 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$972K -$7.9K -331 -0.8%
TIA
29
Tiemann Investment Advisors
California
$938K +$131K +5,500 +16%
TGAM
30
TBH Global Asset Management
Tennessee
$774K +$767K +32,139 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$772K +$244K +10,225 +47%
BIA
32
Bell Investment Advisors
California
$744K +$737K +30,890 New
Osaic Holdings
33
Osaic Holdings
Arizona
$715K +$474K +19,878 +203%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$657K +$333K +13,937 +104%
Raymond James Financial
35
Raymond James Financial
Florida
$624K -$73.7K -3,090 -11%
LMKC
36
L.M. Kohn & Company
Ohio
$551K -$1.5K -63 -0.3%
CL
37
CLG LLC
California
$521K +$516K +21,625 New
V
38
VeraBank
Texas
$439K -$256K -10,741 -37%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$399K +$22.4K +938 +6%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$347K -$15.1K -633 -4%
KWM
41
KMT Wealth Management
California
$318K – – –
CA
42
Clearstead Advisors
Ohio
$306K -$173K -7,248 -36%
GT
43
Greenleaf Trust
Michigan
$289K +$42.4K +1,775 +17%
Comerica Bank
44
Comerica Bank
Texas
$246K +$239 +10 +0.1%
SVWG
45
Shared Vision Wealth Group
United States
$234K – – –
Betterment LLC
46
Betterment LLC
New York
$222K -$7.64K -320 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$222K -$207K -8,681 -49%
IRC
48
Investors Research Corp
Georgia
$170K +$7.92K +332 +5%
AP
49
Advisors Preferred
Maryland
$167K +$167K +6,987 New
RCG
50
Rock Creek Group
District of Columbia
$149K +$147K +6,174 New
1
2
3

TDTF Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q2 2025, worth a combined $771M — up 1.2% from $762M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDTF and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 30 added.

The largest buyer was Northern Trust, adding an estimated $46.1M. The largest seller was Blue Trust Inc, cutting an estimated $60.1M.

  • 64 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $771M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 6 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q2 2025 was Northern Trust, an estimated $46.1M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q2 2025 was Blue Trust Inc, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.