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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

78 hedge funds and large institutions have $838M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more capital invested

Capital invested by funds: $792M → $838M (+$45.6M)

5% more funds holding

Funds holding: 74 → 78 (+4)

0.84% more ownership

Funds ownership: 88.23% → 89.07% (+0.84%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
14
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Archvest Wealth Advisors
California
+$39.6M
2
WA
Wealth Architects
California
+$4.95M
3
FNB
Farmers National Bank
Kentucky
+$3.11M
4
Wells Fargo
Wells Fargo
California
+$2.25M
5
CVM
Cheviot Value Management
California
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
VA
Vident Advisory
Georgia
-$1.81M
2
Northern Trust
Northern Trust
Illinois
-$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$677K
4
FTUS
Flow Traders U.S.
New York
-$584K
5
Bank of America
Bank of America
North Carolina
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$247K +$21.8K +900 +10%
Jones Financial Companies
52
Jones Financial Companies
Missouri
$241K +$155K +6,425 +176%
SVWG
53
Shared Vision Wealth Group
United States
$233K – – –
Comerica Bank
54
Comerica Bank
Texas
$230K -$14.8K -611 -6%
KAS
55
Kestra Advisory Services
Texas
$199K +$201K +8,306 New
IRC
56
Investors Research Corp
Georgia
$179K +$3.17K +131 +2%
CFO
57
Cambient Family Office
Michigan
$124K +$125K +5,179 New
RCG
58
Rock Creek Group
District of Columbia
$98.5K -$39.8K -1,645 -29%
GWS
59
Glassman Wealth Services
Virginia
$80.3K +$80.9K +3,349 New
AWM
60
AE Wealth Management
Kansas
$69.7K +$24.5K +1,012 +53%
MCM
61
MAI Capital Management
Ohio
$45.1K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$34.2K – – –
HI
63
Harbour Investments
Wisconsin
$32K – – –
Franklin Resources
64
Franklin Resources
California
$24.6K +$24.8K +1,025 New
NA
65
NewEdge Advisors
Louisiana
$22.5K -$1.04K -43 -4%
GWM
66
Greenline Wealth Management
Florida
$20.8K +$21K +868 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$16.6K – – –
TM
68
Torren Management
California
$10.1K +$10.2K +420 New
KTC
69
Kentucky Trust Company
Kentucky
$9.59K – – –
CT
70
Colonial Trust
South Carolina
$9.56K -$604 -25 -6%
AssetMark Inc
71
AssetMark Inc
California
$7.38K -$459 -19 -6%
Bessemer Group
72
Bessemer Group
New Jersey
$7K +$7.06K +292 New
CFD
73
Creative Financial Designs
Indiana
$6.88K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.71K – – –
JGCM
75
Joseph Group Capital Management
Ohio
$5.39K +$5.44K +225 New
1 2
3
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TDTF Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2025, worth a combined $838M — up 5.8% from $792M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDTF positions and 8 closed out — a net gain of 6 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Archvest Wealth Advisors, opening a new position worth an estimated $39.6M. The largest seller was Vident Advisory, cutting an estimated $1.81M.

  • 78 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $838M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2025, up 5.8% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2025 and 8 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2025 was Archvest Wealth Advisors, an estimated $39.6M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2025 was Vident Advisory, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2025.