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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
0.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
14
Increased
33
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Archvest Wealth Advisors
California
+$39.6M
2
WA
Wealth Architects
California
+$4.95M
3
FNB
Farmers National Bank
Kentucky
+$3.11M
4
Wells Fargo
Wells Fargo
California
+$2.25M
5
CVM
Cheviot Value Management
California
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
VA
Vident Advisory
Georgia
-$1.81M
2
Northern Trust
Northern Trust
Illinois
-$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$677K
4
FTUS
Flow Traders U.S.
New York
-$584K
5
Bank of America
Bank of America
North Carolina
-$571K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$415M -$1.63M -67,362 -0.4%
BTI
2
Blue Trust Inc
Georgia
$89.2M -$269K -11,127 -0.3%
WA
3
Wealth Architects
California
$71.7M +$4.95M +204,954 +7%
CAL
4
Capital Analysts LLC
Pennsylvania
$65.5M +$406K +16,794 +0.6%
AWA
5
Archvest Wealth Advisors
California
$39.3M +$39.6M +1,639,598 New
CVM
6
Cheviot Value Management
California
$31M +$1.75M +72,245 +6%
FNB
7
Farmers National Bank
Kentucky
$20.3M +$3.11M +128,795 +18%
Ameriprise
8
Ameriprise
Minnesota
$18.6M +$795K +32,885 +4%
UBS Group
9
UBS Group
Switzerland
$8.51M +$1.5M +61,912 +21%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.77M +$1.46M +60,593 +23%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.89M +$248K +10,266 +4%
CC
12
Courier Capital
New York
$5.72M +$368K +15,228 +7%
IA
13
IFG Advisory
Georgia
$5.43M +$302K +12,485 +6%
Morgan Stanley
14
Morgan Stanley
New York
$4.54M +$495K +20,491 +12%
KCM
15
Kendall Capital Management
Maryland
$4.42M +$570K +23,566 +15%
LPL Financial
16
LPL Financial
California
$3.66M +$371K +15,362 +11%
SQA
17
Simon Quick Advisors
New Jersey
$3.55M – – –
Wells Fargo
18
Wells Fargo
California
$3.08M +$2.25M +93,086 +262%
Bank of America
19
Bank of America
North Carolina
$2.66M -$571K -23,632 -18%
VA
20
Vident Advisory
Georgia
$2.62M -$1.81M -75,019 -41%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.27M -$160K -6,637 -7%
Goldman Sachs
22
Goldman Sachs
New York
$2.07M – – –
YWM
23
Yoder Wealth Management
California
$2.04M -$7.73K -320 -0.4%
UWM
24
Urban Wealth Management
California
$1.99M +$2.01M +83,018 New
BL
25
BFSG LLC
California
$1.92M +$220K +9,114 +13%
1
2 3 4

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.