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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

102 hedge funds and large institutions have $2.54B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.31B → $2.54B (+$224M)

0% more funds holding

Funds holding: 102 → 102 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

1.02% less ownership

Funds ownership: 97.42% → 96.4% (-1%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
102
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
14
Increased
36
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$225M
2
Wells Fargo
Wells Fargo
California
+$17.1M
3
OCM
One Capital Management
California
+$2.45M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.14M
5
V
VeraBank
Texas
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
CNBT
Cornerstone National Bank & Trust
Illinois
-$4.55M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.9M
4
Jane Street
Jane Street
New York
-$1.29M
5
Morgan Stanley
Morgan Stanley
New York
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
51
Advisory Services Network
Georgia
$396K – – –
Stifel Financial
52
Stifel Financial
Missouri
$396K -$200K -8,270 -34%
MEAC
53
M.E. Allison & Co
Texas
$383K -$3.79K -157 -1%
HF
54
Holcombe Financial
Georgia
$373K +$51.2K +2,123 +16%
ACM
55
Absolute Capital Management
Pennsylvania
$365K -$17.2K -714 -5%
CL
56
Choreo LLC
Illinois
$364K – – –
CA
57
CoreCap Advisors
Michigan
$355K +$24.6K +1,020 +7%
DAS
58
Dynamic Advisor Solutions
Arizona
$354K -$181K -7,517 -34%
AIC
59
Archer Investment Corporation
Indiana
$348K – – –
AC
60
AWM Capital
Arizona
$316K +$4.78K +198 +2%
WANY
61
Wealthspire Advisors (New York)
New York
$306K +$305K +12,634 New
C
62
Certuity
Florida
$305K – – –
FFN
63
Focus Financial Network
Minnesota
$272K +$3.67K +152 +1%
KA
64
Kovack Advisors
Florida
$267K -$72.4K -3,000 -21%
ANBT
65
American National Bank & Trust
Texas
$261K +$259K +10,754 New
FWM
66
Forza Wealth Management
Florida
$242K -$96.5K -4,000 -29%
Goldman Sachs
67
Goldman Sachs
New York
$240K – – –
CIA
68
Concurrent Investment Advisors
Florida
$231K +$230K +9,539 New
GT
69
Greenleaf Trust
Michigan
$226K -$19.9K -823 -8%
GKWIM
70
Gerber Kawasaki Wealth & Investment Management
California
$207K -$13.3K -551 -6%
SAM
71
Smartleaf Asset Management
Massachusetts
$189K +$189K +7,815 New
Comerica Bank
72
Comerica Bank
Texas
$156K +$82.7K +3,428 +114%
MCM
73
MAI Capital Management
Ohio
$147K +$32.4K +1,345 +28%
CF
74
Centaurus Financial
California
$129K -$16.8K -697 -12%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$127K -$11.5K -475 -8%
1 2
3
4 5

TDTT Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2025, worth a combined $2.54B — up 9.7% from $2.31B a quarter earlier.

Fund positioning in TDTT was balanced in Q2 2025: 14 funds opened new positions, 14 closed out, 36 added to existing stakes and 36 trimmed.

The largest buyer was Northern Trust, adding an estimated $225M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $4.55M.

  • 102 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $2.54B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2025, up 9.7% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2025 and 14 closed out, a net change of 0 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2025 was Northern Trust, an estimated $225M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2025 was Cornerstone National Bank & Trust, an estimated $4.55M sold.

Based on aggregated 13F filings for Q2 2025.