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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

78 hedge funds and large institutions have $838M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more capital invested

Capital invested by funds: $792M → $838M (+$45.6M)

5% more funds holding

Funds holding: 74 → 78 (+4)

0.84% more ownership

Funds ownership: 88.23% → 89.07% (+0.84%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
14
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Archvest Wealth Advisors
California
+$39.6M
2
WA
Wealth Architects
California
+$4.95M
3
FNB
Farmers National Bank
Kentucky
+$3.11M
4
Wells Fargo
Wells Fargo
California
+$2.25M
5
CVM
Cheviot Value Management
California
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
VA
Vident Advisory
Georgia
-$1.81M
2
Northern Trust
Northern Trust
Illinois
-$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$677K
4
FTUS
Flow Traders U.S.
New York
-$584K
5
Bank of America
Bank of America
North Carolina
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Chesapeake Wealth Management
Virginia
$1.48M -$82.8K -3,425 -5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.12M +$14.3K +590 +1%
OIA
28
OneDigital Investment Advisors
Kansas
$1.09M +$13.8K +569 +1%
SIM
29
Stratos Investment Management
Ohio
$1.07M +$4.76K +197 +0.4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$969K +$291K +12,032 +42%
TIA
31
Tiemann Investment Advisors
California
$954K +$10.9K +450 +1%
VA
32
Valmark Advisers
Ohio
$878K – – –
BIA
33
Bell Investment Advisors
California
$876K +$12.6K +522 +1%
FTUS
34
Flow Traders U.S.
New York
$818K -$584K -24,155 -41%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$801K +$638K +26,413 +376%
EAM
36
Empirical Asset Management
Massachusetts
$722K +$189K +7,837 +35%
Osaic Holdings
37
Osaic Holdings
Arizona
$685K +$7.23K +299 +1%
Raymond James Financial
38
Raymond James Financial
Florida
$511K -$38.8K -1,605 -7%
EH
39
Equitable Holdings
New York
$503K +$188K +7,775 +59%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$493K +$43K +1,779 +9%
RIA
41
Regal Investment Advisors
Michigan
$487K +$492K +20,338 New
Jane Street
42
Jane Street
New York
$465K +$186K +7,701 +66%
CL
43
CLG LLC
California
$441K -$73.3K -3,032 -14%
V
44
VeraBank
Texas
$407K -$20K -829 -5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$398K +$169 +7 +0%
Citadel Advisors
46
Citadel Advisors
Florida
$355K -$677K -27,998 -65%
CA
47
Clearstead Advisors
Ohio
$331K – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$324K +$89.8K +3,717 +38%
KWM
49
KMT Wealth Management
California
$317K – – –
ACM
50
Alamar Capital Management
California
$253K +$255K +10,544 New
1
2
3 4

TDTF Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2025, worth a combined $838M — up 5.8% from $792M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDTF positions and 8 closed out — a net gain of 6 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Archvest Wealth Advisors, opening a new position worth an estimated $39.6M. The largest seller was Vident Advisory, cutting an estimated $1.81M.

  • 78 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $838M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2025, up 5.8% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2025 and 8 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2025 was Archvest Wealth Advisors, an estimated $39.6M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2025 was Vident Advisory, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2025.