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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

16% more funds holding

Funds holding: 6474 (+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%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
27
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$422M +$5.47M +226,207 +1%
BTI
2
Blue Trust Inc
Georgia
$90.6M -$17M -703,780 -16%
WA
3
Wealth Architects
California
$67.6M +$1.97M +81,345 +3%
CAL
4
Capital Analysts LLC
Pennsylvania
$65.9M +$4.85M +200,589 +8%
CVM
5
Cheviot Value Management
California
$29.6M +$6.83M +282,187 +30%
Ameriprise
6
Ameriprise
Minnesota
$18M +$1.27M +52,405 +8%
FNB
7
Farmers National Bank
Kentucky
$17.4M +$5.75M +237,864 +49%
UBS Group
8
UBS Group
Switzerland
$7.12M +$1.11M +45,805 +19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.4M +$2.74M +113,269 +75%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.71M +$5.34M +220,936 +1,535%
CC
11
Courier Capital
New York
$5.43M +$186K +7,690 +4%
IA
12
IFG Advisory
Georgia
$5.19M +$264K +10,931 +5%
VA
13
Vident Advisory
Georgia
$4.48M -$1.18M -48,823 -21%
Morgan Stanley
14
Morgan Stanley
New York
$4.1M +$125K +5,147 +3%
KCM
15
Kendall Capital Management
Maryland
$3.9M +$1.65K +68 +0%
SQA
16
Simon Quick Advisors
New Jersey
$3.6M +$3.58M +148,136 New
LPL Financial
17
LPL Financial
California
$3.34M +$2.19M +90,677 +194%
Bank of America
18
Bank of America
North Carolina
$3.26M -$2.33M -96,206 -42%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.46M -$1.47M -60,942 -38%
Goldman Sachs
20
Goldman Sachs
New York
$2.09M +$2.09M +86,299 New
YWM
21
Yoder Wealth Management
California
$2.08M -$173K -7,150 -8%
BL
22
BFSG LLC
California
$1.72M +$113K +4,672 +7%
CWM
23
Chesapeake Wealth Management
Virginia
$1.58M +$56.9K +2,350 +4%
FTUS
24
Flow Traders U.S.
New York
$1.42M -$1.92M -79,304 -58%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.12M +$69.2K +2,862 +7%

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.