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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

82 hedge funds and large institutions have $891M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

6% more capital invested

Capital invested by funds: $838M → $891M (+$53.5M)

5% more funds holding

Funds holding: 78 → 82 (+4)

0.4% less ownership

Funds ownership: 89.07% → 88.67% (-0.4%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
12
Increased
37
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Chandler Asset Management
California
+$26.3M
2
CAL
Capital Analysts LLC
Pennsylvania
+$5.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.37M
4
WA
Wealth Architects
California
+$3M
5
TRCT
Tower Research Capital (TRC)
New York
+$2.8M

Top Sellers

1
IA
IFG Advisory
Georgia
-$5.43M
2
BTI
Blue Trust Inc
Georgia
-$1.27M
3
AWA
Archvest Wealth Advisors
California
-$586K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$558K
5
LPL Financial
LPL Financial
California
-$523K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$338K +$338K +14,003 New
CA
52
Clearstead Advisors
Ohio
$333K – – –
Jones Financial Companies
53
Jones Financial Companies
Missouri
$309K +$67.9K +2,813 +28%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$281K +$281K +11,657 New
ACM
55
Alamar Capital Management
California
$254K – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$248K -$558K -23,128 -69%
SVWG
57
Shared Vision Wealth Group
United States
$234K – – –
CFO
58
Cambient Family Office
Michigan
$230K +$105K +4,365 +84%
Betterment LLC
59
Betterment LLC
New York
$230K -$18.2K -753 -7%
KAS
60
Kestra Advisory Services
Texas
$210K +$9.84K +408 +5%
IRC
61
Investors Research Corp
Georgia
$186K +$5.69K +236 +3%
ASN
62
Advisory Services Network
Georgia
$184K +$185K +7,652 New
RCG
63
Rock Creek Group
District of Columbia
$99.1K – – –
AWM
64
AE Wealth Management
Kansas
$47.1K -$23.1K -958 -33%
MCM
65
MAI Capital Management
Ohio
$45.3K – – –
Franklin Resources
66
Franklin Resources
California
$24.7K – – –
HI
67
Harbour Investments
Wisconsin
$24.5K -$7.72K -320 -24%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$24.1K -$10.3K -427 -30%
RIL
69
Rothschild Investment LLC
Illinois
$24.1K +$24.1K +1,000 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$23.4K +$6.63K +275 +40%
NA
71
NewEdge Advisors
Louisiana
$22.6K – – –
JGCM
72
Joseph Group Capital Management
Ohio
$14.1K +$8.69K +360 +160%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$9.5K +$9.51K +394 New
CT
74
Colonial Trust
South Carolina
$8.75K -$869 -36 -9%
MWM
75
Mosley Wealth Management
California
$8.62K +$8.56K +355 New
1 2
3
4

TDTF Hedge Fund Activity: Q1 2026 in Review

82 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2026, worth a combined $891M — up 6.4% from $838M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TDTF positions and 6 closed out — a net gain of 6 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Chandler Asset Management, opening a new position worth an estimated $26.3M. The largest seller was IFG Advisory, exiting entirely with an estimated $5.43M sold.

  • 82 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $891M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2026, up 6.4% quarter-over-quarter.
  • 12 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2026 was Chandler Asset Management, an estimated $26.3M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2026 was IFG Advisory, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2026.