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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

102 hedge funds and large institutions have $2.31B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

24% more capital invested

Capital invested by funds: $1.87B → $2.31B (+$445M)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1.21% more ownership

Funds ownership: 96.21% → 97.42% (+1.2%)

1% more funds holding

Funds holding: 101 → 102 (+1)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.37%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
42
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$357M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.1M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.46M
4
BCM
Boltwood Capital Management
California
+$1.86M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.71M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
CNBT
Cornerstone National Bank & Trust
Illinois
-$1.25M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.24M
5
BI
Bolthouse Investments
California
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$410K -$27.8K -1,159 -6%
ASN
52
Advisory Services Network
Georgia
$399K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$391K – – –
MEAC
54
M.E. Allison & Co
Texas
$389K +$311 +13 +0.1%
ACM
55
Absolute Capital Management
Pennsylvania
$384K +$133K +5,553 +54%
CL
56
Choreo LLC
Illinois
$366K – – –
CT
57
Caldwell Trust
Florida
$360K +$248K +10,337 +233%
AIC
58
Archer Investment Corporation
Indiana
$350K – – –
VCM
59
Virtue Capital Management
Tennessee
$342K +$336K +14,047 New
KA
60
Kovack Advisors
Florida
$341K -$23.9K -1,000 -7%
FWM
61
Forza Wealth Management
Florida
$341K – – –
CA
62
CoreCap Advisors
Michigan
$332K +$58.8K +2,454 +22%
HF
63
Holcombe Financial
Georgia
$324K +$3.86K +161 +1%
AC
64
AWM Capital
Arizona
$313K +$647 +27 +0.2%
C
65
Certuity
Florida
$307K +$302K +12,600 New
Corient Private Wealth
66
Corient Private Wealth
Florida
$290K +$285K +11,912 New
FFN
67
Focus Financial Network
Minnesota
$270K -$8.98K -375 -3%
UBS Group
68
UBS Group
Switzerland
$259K -$137K -5,740 -35%
GT
69
Greenleaf Trust
Michigan
$247K -$191K -7,995 -44%
SFA
70
Sequoia Financial Advisors
Ohio
$246K +$242K +10,100 New
Goldman Sachs
71
Goldman Sachs
New York
$241K +$237K +9,899 New
OWM
72
OneAscent Wealth Management
Alabama
$236K -$17.8K -744 -7%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$222K +$96 +4 +0%
CF
74
Centaurus Financial
California
$147K -$5.87K -245 -4%
BF
75
BOK Financial
Oklahoma
$146K +$143K +5,981 New
1 2
3
4 5

TDTT Hedge Fund Activity: Q1 2025 in Review

102 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2025, worth a combined $2.31B — up 24% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TDTT positions and 14 closed out — a net gain of 2 holders — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Northern Trust, adding an estimated $357M. The largest seller was Wells Fargo, cutting an estimated $3.71M.

  • 102 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2025, up from 101 in Q4 2024.
  • Funds reported $2.31B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2025, up 24% quarter-over-quarter.
  • 16 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2025 and 14 closed out, a net change of +2 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2025 was Northern Trust, an estimated $357M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2025 was Wells Fargo, an estimated $3.71M sold.

Based on aggregated 13F filings for Q1 2025.