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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

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
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.86%
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

1
Northern Trust
Northern Trust
Illinois
$414M
2
Ameriprise
Ameriprise
Minnesota
$16.6M
3
FNB
Farmers National Bank
Kentucky
$11.6M
4
WA
Wealth Architects
California
$65.1M
5
Bank of America
Bank of America
North Carolina
$5.55M

Top Sellers

1
BTI
Blue Trust Inc
Georgia
$107M
2
VA
Vident Advisory
Georgia
$5.62M
3
AWS
Atria Wealth Solutions
New York
$0
4
TSS
Two Sigma Securities
New York
$0
5
V
VeraBank
Texas
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Stratos Investment Management
Ohio
$1.07M -$7.15K -297 -0.7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.05M +$36.6K +1,519 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$972K -$7.97K -331 -0.8%
TIA
29
Tiemann Investment Advisors
California
$938K +$132K +5,500 +16%
TGAM
30
TBH Global Asset Management
Tennessee
$774K +$774K +32,139 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$772K +$246K +10,225 +47%
BIA
32
Bell Investment Advisors
California
$744K +$744K +30,890 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$657K +$336K +13,937 +104%
Raymond James Financial
34
Raymond James Financial
Florida
$624K -$74.4K -3,090 -11%
LMKC
35
L.M. Kohn & Company
Ohio
$551K -$1.52K -63 -0.3%
CL
36
CLG LLC
California
$521K +$521K +21,625 New
V
37
VeraBank
Texas
$439K -$259K -10,741 -37%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$399K +$22.6K +938 +6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$347K -$15.2K -633 -4%
KWM
40
KMT Wealth Management
California
$318K – – –
CA
41
Clearstead Advisors
Ohio
$306K -$175K -7,248 -36%
GT
42
Greenleaf Trust
Michigan
$289K +$42.7K +1,775 +17%
Osaic Holdings
43
Osaic Holdings
Arizona
$257K +$21.9K +914 +9%
Comerica Bank
44
Comerica Bank
Texas
$246K +$241 +10 +0.1%
SVWG
45
Shared Vision Wealth Group
United States
$234K – – –
Betterment LLC
46
Betterment LLC
New York
$222K -$7.7K -320 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$222K -$209K -8,681 -49%
IRC
48
Investors Research Corp
Georgia
$170K +$8K +332 +5%
AP
49
Advisors Preferred
Maryland
$167K +$167K +6,987 New
RCG
50
Rock Creek Group
District of Columbia
$149K +$149K +6,174 New
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