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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

67 hedge funds and large institutions have $762M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $652M → $762M (+$110M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

5.25% more ownership

Funds ownership: 89.05%94.3% (+5.2%)

0% more funds holding

Funds holding: 6767 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
24
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$83.2K +$34.7K +1,464 +75%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$63.2K +$55.9K +2,361 +922%
JP Morgan Chase
53
JP Morgan Chase
New York
$50.7K +$166 +7 +0.3%
AWM
54
AE Wealth Management
Kansas
$46.6K -$10.9K -461 -19%
HI
55
Harbour Investments
Wisconsin
$32.4K +$6.25K +264 +25%
ZRP
56
Zynergy Retirement Planning
New Jersey
$22.5K
CT
57
Colonial Trust
South Carolina
$20.4K -$2.77K -117 -12%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$15.2K +$13.2K +558 +821%
KTC
59
Kentucky Trust Company
Kentucky
$14.1K
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.79K
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$6.6K
PC
62
Promus Capital
Illinois
$5K
KFI
63
Key Financial Inc
Pennsylvania
$3.42K
CFD
64
Creative Financial Designs
Indiana
$2.84K
CWC
65
Carolinas Wealth Consulting
North Carolina
$2.74K
RWM
66
Ruedi Wealth Management
Illinois
$1.65K
US Bancorp
67
US Bancorp
Minnesota
$1.6K +$1.56K +66 New
BI
68
Bolthouse Investments
California
-$1.17M -50,424 Closed
IWA
69
Inspirion Wealth Advisors
Illinois
-$390K -16,800 Closed
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
-$280K -12,033 Closed
FMTC
71
Farmers & Merchants Trust Company
California
-$275K -11,805 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
-$83.9K -3,605 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$6.07K -261 Closed
TRCT
74
Tower Research Capital (TRC)
New York
-$2.33K -100 Closed
TAM
75
Tucker Asset Management
Colorado
-$2.33K -100 Closed

TDTF Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2025, worth a combined $762M — up 17% from $652M a quarter earlier.

Fund positioning in TDTF was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 24 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $30.7M. The largest seller was UBS Group, cutting an estimated $2.33M.

  • 67 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $762M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2025, up 17% quarter-over-quarter.
  • 8 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2025 was Northern Trust, an estimated $30.7M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2025 was UBS Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2025.