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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Archvest Wealth Advisors
Concord,
California
|
+$39.6M |
| 2 |
WA
Wealth Architects
Mountain View,
California
|
+$4.95M |
| 3 |
FNB
Farmers National Bank
Danville,
Kentucky
|
+$3.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.25M |
| 5 |
CVM
Cheviot Value Management
Beverly Hills,
California
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Vident Advisory
Alpharetta,
Georgia
|
-$1.81M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$677K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$584K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
76
Tucker Asset Management
Littleton,
Colorado
| $2.4K | +$2.42K | +100 | New |
|
77
JP Morgan Chase
New York
| $2.01K | -$14.4K | -594 | -88% |
|
|
GAMC
78
Garner Asset Management Corp
Plano,
Texas
| $336 | +$338 | +14 | New |
|
|
SA
79
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$543K | -22,364 | Closed |
|
|
GS
80
GTS Securities
New York
| – | -$217K | -8,934 | Closed |
|
81
Mercer Global Advisors
Denver,
Colorado
| – | -$214K | -8,815 | Closed |
|
|
ASN
82
Advisory Services Network
Atlanta,
Georgia
| – | -$177K | -7,279 | Closed |
|
|
WANY
83
Wealthspire Advisors (New York)
New York
| – | -$40.7K | -1,675 | Closed |
|
|
SAM
84
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$30.7K | -1,265 | Closed |
|
|
PMFA
85
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$6.77K | -279 | Closed |
|
|
KFI
86
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.42K | -141 | Closed |
|
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.