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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

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
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
0.86%
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
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$414M
2
Ameriprise
Ameriprise
Minnesota
$16.6M
3
FNB
Farmers National Bank
Kentucky
$11.6M
4
WA
Wealth Architects
California
$65.1M
5
Bank of America
Bank of America
North Carolina
$5.55M

Top Sellers

1
BTI
Blue Trust Inc
Georgia
$107M
2
VA
Vident Advisory
Georgia
$5.62M
3
AWS
Atria Wealth Solutions
New York
$0
4
TSS
Two Sigma Securities
New York
$0
5
V
VeraBank
Texas
$439K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$414M +$46.5M +1,931,019 +13%
BTI
2
Blue Trust Inc
Georgia
$107M -$60.6M -2,517,288 -36%
WA
3
Wealth Architects
California
$65.1M +$3.54M +146,879 +6%
CAL
4
Capital Analysts LLC
Pennsylvania
$60.6M +$750K +31,130 +1%
CVM
5
Cheviot Value Management
California
$22.6M +$1.48M +61,265 +7%
Ameriprise
6
Ameriprise
Minnesota
$16.6M +$12.7M +526,977 +323%
FNB
7
Farmers National Bank
Kentucky
$11.6M +$5.01M +208,036 +76%
UBS Group
8
UBS Group
Switzerland
$5.96M +$76.8K +3,190 +1%
VA
9
Vident Advisory
Georgia
$5.62M -$6.41M -266,329 -53%
Bank of America
10
Bank of America
North Carolina
$5.55M +$1.9M +78,926 +52%
CC
11
Courier Capital
New York
$5.2M +$281K +11,659 +6%
IA
12
IFG Advisory
Georgia
$4.89M +$513K +21,319 +12%
AAS
13
Avantax Advisory Services
Texas
$4.43M -$69.3K -2,878 -2%
Morgan Stanley
14
Morgan Stanley
New York
$3.94M +$85.3K +3,541 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.91M -$22.5K -933 -0.6%
KCM
16
Kendall Capital Management
Maryland
$3.87M +$266K +11,062 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.62M +$1.63M +67,690 +82%
FTUS
18
Flow Traders U.S.
New York
$3.31M +$1.22M +50,706 +58%
YWM
19
Yoder Wealth Management
California
$2.23M -$10.3K -426 -0.5%
Jane Street
20
Jane Street
New York
$1.93M +$1.51M +62,672 +358%
BL
21
BFSG LLC
California
$1.6M -$4.53K -188 -0.3%
CWM
22
Chesapeake Wealth Management
Virginia
$1.51M +$91.3K +3,790 +6%
OIA
23
OneDigital Investment Advisors
Kansas
$1.28M +$919K +38,161 +252%
LPL Financial
24
LPL Financial
California
$1.13M +$853K +35,444 +312%
Citadel Advisors
25
Citadel Advisors
Florida
$1.08M +$63.5K +2,637 +6%
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