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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$31.4M
2
CVM
Cheviot Value Management
California
+$20.8M
3
BTI
Blue Trust Inc
Georgia
+$12.6M
4
VA
Vident Advisory
Georgia
+$8.81M
5
CAL
Capital Analysts LLC
Pennsylvania
+$7.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.38M
2
Jane Street
Jane Street
New York
-$2.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
BI
Bolthouse Investments
California
-$1.17M
5
Morgan Stanley
Morgan Stanley
New York
-$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$83.2K +$35.5K +1,464 +75%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$63.2K +$57K +2,361 +922%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$50.7K +$170 +7 +0.3%
AWM
54
AE Wealth Management
Kansas
$46.6K -$11.2K -461 -19%
HI
55
Harbour Investments
Wisconsin
$32.4K +$6.4K +264 +25%
ZRP
56
Zynergy Retirement Planning
New Jersey
$22.5K – – –
CT
57
Colonial Trust
South Carolina
$20.4K -$2.84K -117 -12%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$15.2K +$13.5K +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 +$1.6K +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
HNB
75
Huntington National Bank
Ohio
– -$25.1K – –
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