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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

74 hedge funds and large institutions have $792M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

16% more funds holding

Funds holding: 64 → 74 (+10)

3% more capital invested

Capital invested by funds: $771M → $792M (+$20.9M)

4.22% less ownership

Funds ownership: 92.45% → 88.23% (-4.2%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
27
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CVM
Cheviot Value Management
California
+$6.83M
2
FNB
Farmers National Bank
Kentucky
+$5.75M
3
Northern Trust
Northern Trust
Illinois
+$5.47M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.34M
5
CAL
Capital Analysts LLC
Pennsylvania
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
-$17M
2
Bank of America
Bank of America
North Carolina
-$2.33M
3
FTUS
Flow Traders U.S.
New York
-$1.92M
4
Jane Street
Jane Street
New York
-$1.66M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$1.09M -$203K -8,403 -16%
SIM
27
Stratos Investment Management
Ohio
$1.07M -$6.34K -262 -0.6%
Citadel Advisors
28
Citadel Advisors
Florida
$1.04M -$52K -2,148 -5%
TIA
29
Tiemann Investment Advisors
California
$955K +$9.68K +400 +1%
VA
30
Valmark Advisers
Ohio
$890K +$887K +36,655 New
BIA
31
Bell Investment Advisors
California
$874K +$124K +5,140 +17%
Wells Fargo
32
Wells Fargo
California
$861K +$735K +30,394 +597%
Osaic Holdings
33
Osaic Holdings
Arizona
$689K -$33.7K -1,392 -5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$689K +$27.1K +1,121 +4%
Raymond James Financial
35
Raymond James Financial
Florida
$557K -$72.2K -2,983 -12%
SA
36
Sanctuary Advisors
Indiana
$543K +$541K +22,364 New
EAM
37
Empirical Asset Management
Massachusetts
$541K +$539K +22,295 New
CL
38
CLG LLC
California
$520K -$4.6K -190 -0.9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$457K +$455K +18,810 New
V
40
VeraBank
Texas
$432K -$10.6K -438 -2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$403K +$1.28K +53 +0.3%
SF
42
Synovus Financial
Georgia
$368K +$366K +15,147 New
CA
43
Clearstead Advisors
Ohio
$335K +$26.3K +1,088 +9%
KWM
44
KMT Wealth Management
California
$321K – – –
EH
45
Equitable Holdings
New York
$320K +$319K +13,195 New
Jane Street
46
Jane Street
New York
$284K -$1.66M -68,458 -85%
Comerica Bank
47
Comerica Bank
Texas
$248K – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$238K +$237K +9,804 New
SVWG
49
Shared Vision Wealth Group
United States
$237K – – –
Betterment LLC
50
Betterment LLC
New York
$228K +$4.16K +172 +2%
1
2
3 4

TDTF Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q3 2025, worth a combined $792M — up 2.7% from $771M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TDTF positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Cheviot Value Management, adding an estimated $6.83M. The largest seller was Blue Trust Inc, cutting an estimated $17M.

  • 74 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q3 2025, up from 64 in Q2 2025.
  • Funds reported $792M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 17 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q3 2025 and 6 closed out, a net change of +11 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q3 2025 was Cheviot Value Management, an estimated $6.83M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q3 2025 was Blue Trust Inc, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.