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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $762M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
24
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$31.4M
2
CVM
Cheviot Value Management
California
+$20.8M
3
BTI
Blue Trust Inc
Georgia
+$12.6M
4
VA
Vident Advisory
Georgia
+$8.81M
5
CAL
Capital Analysts LLC
Pennsylvania
+$7.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.38M
2
Jane Street
Jane Street
New York
-$2.02M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
BI
Bolthouse Investments
California
-$1.17M
5
Morgan Stanley
Morgan Stanley
New York
-$898K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$370M +$31.4M +1,296,815 +9%
BTI
2
Blue Trust Inc
Georgia
$169M +$12.6M +520,447 +8%
WA
3
Wealth Architects
California
$62M +$1.03M +42,279 +2%
CAL
4
Capital Analysts LLC
Pennsylvania
$60.3M +$7.03M +290,075 +13%
CVM
5
Cheviot Value Management
California
$20.8M +$20.8M +874,449 New
VA
6
Vident Advisory
Georgia
$12.1M +$8.81M +363,405 +267%
FNB
7
Farmers National Bank
Kentucky
$6.61M +$74.3K +3,062 +1%
UBS Group
8
UBS Group
Switzerland
$5.92M -$2.38M -98,249 -29%
CC
9
Courier Capital
New York
$4.95M +$201K +8,275 +4%
AAS
10
Avantax Advisory Services
Texas
$4.53M +$4.53M +186,650 New
IA
11
IFG Advisory
Georgia
$4.41M +$179K +7,361 +4%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$3.96M -$23.5K -968 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$3.96M -$178K -7,357 -4%
Morgan Stanley
14
Morgan Stanley
New York
$3.88M -$898K -37,029 -19%
Bank of America
15
Bank of America
North Carolina
$3.68M -$162K -6,672 -4%
KCM
16
Kendall Capital Management
Maryland
$3.63M +$495K +20,419 +16%
YWM
17
Yoder Wealth Management
California
$2.26M -$15.8K -650 -0.7%
FTUS
18
Flow Traders U.S.
New York
$2.11M +$1.34M +55,427 +176%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.01M +$1.4M +57,663 +230%
BL
20
BFSG LLC
California
$1.61M +$23.5K +970 +1%
CWM
21
Chesapeake Wealth Management
Virginia
$1.43M -$45.8K -1,890 -3%
SIM
22
Stratos Investment Management
Ohio
$1.09M -$23.3K -962 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$1.03M -$1.58M -65,164 -61%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.02M +$60K +2,476 +6%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$987K +$987K +40,698 New
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