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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

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: 102102 (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: 75 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
76
Morgan Dempsey Capital Management
Wisconsin
$119K +$119K +4,926 New
CT
77
Caldwell Trust
Florida
$101K -$256K -10,600 -72%
BF
78
BOK Financial
Oklahoma
$95.7K -$49K -2,032 -34%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$90K -$2.26M -93,787 -96%
SPIA
80
Steward Partners Investment Advisory
New York
$81.4K
WSFS
81
Wilmington Savings Fund Society
Delaware
$66.3K +$57.9K +2,401 +715%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$54.3K +$13.5K +559 +33%
US Bancorp
83
US Bancorp
Minnesota
$38.5K -$20.3K -841 -35%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$38.2K -$26K -1,079 -41%
GCM
85
Gables Capital Management
Florida
$36.4K +$36.2K +1,502 New
MA
86
Marquette Associates
Illinois
$35.1K -$1.88K -78 -5%
AF
87
Allworth Financial
California
$33.8K -$3.57K -148 -10%
BCMLT
88
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K +$24.9K +1,032 New
PS
89
Principal Securities
Iowa
$24.2K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$21K
HWM
91
Hemington Wealth Management
Virginia
$21K +$21.6K +896 New
HI
92
Harbour Investments
Wisconsin
$12K +$3.52K +146 +42%
KFI
93
Key Financial Inc
Pennsylvania
$11.7K
BONH
94
Bank of New Hampshire
New Hampshire
$10.5K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$8.17K
AWM
96
Activest Wealth Management
Florida
$7.83K +$121 +5 +2%
TCOV
97
Trust Company of Vermont
Vermont
$4.78K +$4.75K +197 New
JP Morgan Chase
98
JP Morgan Chase
New York
$2.64K -$45.7K -1,896 -95%
TRCT
99
Tower Research Capital (TRC)
New York
$2.47K +$1.88K +78 +325%
USB
100
Union Savings Bank
Connecticut
$1.96K

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.