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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

74 hedge funds and large institutions have $792M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

16% more funds holding

Funds holding: 6474 (+10)

3% more capital invested

Capital invested by funds: $771M → $792M (+$20.9M)

4.22% less ownership

Funds ownership: 92.45%88.23% (-4.2%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
27
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$217K +$216K +8,934 New
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$214K -$9.72K -402 -4%
IRC
53
Investors Research Corp
Georgia
$178K +$7.18K +297 +4%
ASN
54
Advisory Services Network
Georgia
$177K +$176K +7,279 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$170K -$606K -25,032 -78%
RCG
56
Rock Creek Group
District of Columbia
$140K -$10.1K -419 -7%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$88.4K +$18K +745 +26%
AWM
58
AE Wealth Management
Kansas
$46.1K -$290 -12 -0.6%
MCM
59
MAI Capital Management
Ohio
$45.6K
WANY
60
Wealthspire Advisors (New York)
New York
$40.7K +$40.5K +1,675 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$34.6K
HI
62
Harbour Investments
Wisconsin
$32.4K
SAM
63
Smartleaf Asset Management
Massachusetts
$30.7K +$30.6K +1,265 New
NA
64
NewEdge Advisors
Louisiana
$23.8K +$23.7K +981 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$16.8K +$16.8K +694 New
JP Morgan Chase
66
JP Morgan Chase
New York
$16.5K -$34K -1,407 -67%
CT
67
Colonial Trust
South Carolina
$10.3K -$3.17K -131 -24%
KTC
68
Kentucky Trust Company
Kentucky
$9.71K -$4.38K -181 -31%
AssetMark Inc
69
AssetMark Inc
California
$7.94K +$7.91K +327 New
CFD
70
Creative Financial Designs
Indiana
$6.96K +$4.11K +170 +145%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K
PMFA
72
Plante Moran Financial Advisors
Michigan
$6.77K +$6.75K +279 New
PC
73
Promus Capital
Illinois
$5K
KFI
74
Key Financial Inc
Pennsylvania
$3.42K
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$972K -40,367 Closed

TDTF Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q3 2025, worth a combined $792M — up 2.7% from $771M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TDTF positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Cheviot Value Management, adding an estimated $6.83M. The largest seller was Blue Trust Inc, cutting an estimated $17M.

  • 74 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q3 2025, up from 64 in Q2 2025.
  • Funds reported $792M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 17 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q3 2025 and 6 closed out, a net change of +11 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q3 2025 was Cheviot Value Management, an estimated $6.83M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q3 2025 was Blue Trust Inc, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2025.