FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
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.
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: 3 → 4 (+1)
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
16% more funds holding
Funds holding: 64 → 74 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVM
Cheviot Value Management
Beverly Hills,
California
|
+$6.83M |
| 2 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$5.75M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.47M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.34M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.33M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.92M |
| 4 |
Jane Street
New York
|
-$1.66M |
| 5 |
Rockefeller Capital Management
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TGAM
76
TBH Global Asset Management
Brentwood,
Tennessee
| – | -$774K | -32,139 | Closed |
|
|
LMKC
77
L.M. Kohn & Company
Cincinnati,
Ohio
| – | -$551K | -22,902 | Closed |
|
|
GT
78
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$289K | -11,998 | Closed |
|
|
AP
79
Advisors Preferred
Rockville,
Maryland
| – | -$167K | -6,987 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | -$39.6K | -1,645 | 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.