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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

64 hedge funds and large institutions have $771M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
30
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$46.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.7M
3
FNB
Farmers National Bank
Kentucky
+$5.01M
4
WA
Wealth Architects
California
+$3.54M
5
Bank of America
Bank of America
North Carolina
+$1.9M

Top Sellers

1
BTI
Blue Trust Inc
Georgia
-$60.6M
2
VA
Vident Advisory
Georgia
-$6.41M
3
AWS
Atria Wealth Solutions
New York
-$271K
4
TSS
Two Sigma Securities
New York
-$263K
5
V
VeraBank
Texas
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$123K -$8.67K -360 -7%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$69.7K +$6.78K +282 +11%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$50.2K -$120 -5 -0.2%
AWM
54
AE Wealth Management
Kansas
$46K -$289 -12 -0.6%
MCM
55
MAI Capital Management
Ohio
$45.3K -$37.3K -1,549 -45%
US Bancorp
56
US Bancorp
Minnesota
$39.6K +$38K +1,579 +2,392%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$34.4K +$34.4K +1,427 New
HI
58
Harbour Investments
Wisconsin
$32.2K – – –
KTC
59
Kentucky Trust Company
Kentucky
$14K – – –
CT
60
Colonial Trust
South Carolina
$13.4K -$6.89K -286 -34%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.74K – – –
PC
62
Promus Capital
Illinois
$4.96K – – –
KFI
63
Key Financial Inc
Pennsylvania
$3.4K – – –
CFD
64
Creative Financial Designs
Indiana
$2.82K – – –
AWS
65
Atria Wealth Solutions
New York
– -$271K -11,164 Closed
TSS
66
Two Sigma Securities
New York
– -$263K -10,860 Closed
M&T Bank
67
M&T Bank
New York
– -$243K -10,012 Closed
KAS
68
Kestra Advisory Services
Texas
– -$235K -9,690 Closed
ZRP
69
Zynergy Retirement Planning
New Jersey
– -$22.5K -967 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– -$15.2K -626 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
– -$6.6K -277 Closed
CWC
72
Carolinas Wealth Consulting
North Carolina
– -$2.74K -113 Closed
RWM
73
Ruedi Wealth Management
Illinois
– -$1.65K -68 Closed
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