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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

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: 101102 (+1)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$138K +$126K +5,251 +1,105%
MCM
77
MAI Capital Management
Ohio
$115K
CFB
78
Cullen/Frost Bankers
Texas
$87.2K -$239K -10,000 -74%
SPIA
79
Steward Partners Investment Advisory
New York
$81.9K -$23.9K -1,000 -23%
Comerica Bank
80
Comerica Bank
Texas
$73.1K -$13.1K -546 -15%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$64.7K +$48.3K +2,015 +314%
US Bancorp
82
US Bancorp
Minnesota
$59.2K +$20.1K +841 +53%
JP Morgan Chase
83
JP Morgan Chase
New York
$48.9K -$40.5K -1,689 -46%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$41K +$40.3K +1,682 New
AF
85
Allworth Financial
California
$37.4K +$29.9K +1,247 +421%
MA
86
Marquette Associates
Illinois
$37.2K +$8.26K +345 +29%
PS
87
Principal Securities
Iowa
$23.6K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.84K -202 -19%
VCM
89
Versant Capital Management
Arizona
$14.2K
OP
90
ORG Partners
Indiana
$12.5K
KFI
91
Key Financial Inc
Pennsylvania
$11.7K
BONH
92
Bank of New Hampshire
New Hampshire
$10.6K
OIA
93
Optimum Investment Advisors
Illinois
$9.58K
HI
94
Harbour Investments
Wisconsin
$8.51K -$16.1K -674 -66%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$8.22K
WSFS
96
Wilmington Savings Fund Society
Delaware
$8.19K
AWM
97
Activest Wealth Management
Florida
$7.74K +$24 +1 +0.3%
PA
98
PSI Advisors
Florida
$4.17K -$1.99K -83 -33%
USB
99
Union Savings Bank
Connecticut
$1.97K
TRCT
100
Tower Research Capital (TRC)
New York
$585 +$575 +24 New

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.