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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

64 hedge funds and large institutions have $771M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

1% more capital invested

Capital invested by funds: $762M → $771M (+$9.21M)

1.85% less ownership

Funds ownership: 94.3%92.45% (-1.8%)

4% less funds holding

Funds holding: 6764 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
30
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$414M +$46.1M +1,931,019 +13%
BTI
2
Blue Trust Inc
Georgia
$107M -$60.1M -2,517,288 -36%
WA
3
Wealth Architects
California
$65.1M +$3.5M +146,879 +6%
CAL
4
Capital Analysts LLC
Pennsylvania
$60.6M +$743K +31,130 +1%
CVM
5
Cheviot Value Management
California
$22.6M +$1.46M +61,265 +7%
Ameriprise
6
Ameriprise
Minnesota
$16.6M +$12.6M +526,977 +323%
FNB
7
Farmers National Bank
Kentucky
$11.6M +$4.96M +208,036 +76%
UBS Group
8
UBS Group
Switzerland
$5.96M +$76.1K +3,190 +1%
VA
9
Vident Advisory
Georgia
$5.62M -$6.36M -266,329 -53%
Bank of America
10
Bank of America
North Carolina
$5.55M +$1.88M +78,926 +52%
CC
11
Courier Capital
New York
$5.2M +$278K +11,659 +6%
IA
12
IFG Advisory
Georgia
$4.89M +$509K +21,319 +12%
AAS
13
Avantax Advisory Services
Texas
$4.43M -$68.7K -2,878 -2%
Morgan Stanley
14
Morgan Stanley
New York
$3.94M +$84.5K +3,541 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.91M -$22.3K -933 -0.6%
KCM
16
Kendall Capital Management
Maryland
$3.87M +$264K +11,062 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.62M +$1.62M +67,690 +82%
FTUS
18
Flow Traders U.S.
New York
$3.31M +$1.21M +50,706 +58%
YWM
19
Yoder Wealth Management
California
$2.23M -$10.2K -426 -0.5%
Jane Street
20
Jane Street
New York
$1.93M +$1.5M +62,672 +358%
BL
21
BFSG LLC
California
$1.6M -$4.49K -188 -0.3%
CWM
22
Chesapeake Wealth Management
Virginia
$1.51M +$90.4K +3,790 +6%
OIA
23
OneDigital Investment Advisors
Kansas
$1.28M +$911K +38,161 +252%
LPL Financial
24
LPL Financial
California
$1.13M +$846K +35,444 +312%
Citadel Advisors
25
Citadel Advisors
Florida
$1.08M +$62.9K +2,637 +6%

TDTF Hedge Fund Activity: Q2 2025 in Review

64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q2 2025, worth a combined $771M — up 1.2% from $762M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDTF and 6 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 30 added.

The largest buyer was Northern Trust, adding an estimated $46.1M. The largest seller was Blue Trust Inc, cutting an estimated $60.1M.

  • 64 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $771M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q2 2025, up 1.2% quarter-over-quarter.
  • 6 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q2 2025 was Northern Trust, an estimated $46.1M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q2 2025 was Blue Trust Inc, an estimated $60.1M sold.

Based on aggregated 13F filings for Q2 2025.