We are live on ! Find out more
TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

111 hedge funds and large institutions have $2.42B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

11% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 38

2.43% more ownership

Funds ownership: 93.17% → 95.61% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less funds holding

Funds holding: 112 → 111 (-1)

2% less capital invested

Capital invested by funds: $2.47B → $2.42B (-$44.1M)

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
42
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$10.7M
2
Creative Planning
Creative Planning
Kansas
+$2.84M
3
BIA
Bell Investment Advisors
California
+$1.61M
4
RF
Rossby Financial
Florida
+$1.46M
5
BCM
Boltwood Capital Management
California
+$1.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$15.8M
2
FTUS
Flow Traders U.S.
New York
-$10.1M
3
FCH
Freestone Capital Holdings
Washington
-$2.47M
4
OCM
One Capital Management
California
-$2.15M
5
Jane Street
Jane Street
New York
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$164K +$37.4K +1,546 +29%
CT
77
Caldwell Trust
Florida
$143K +$42.8K +1,768 +42%
CF
78
Centaurus Financial
California
$134K +$6.12K +253 +5%
GM
79
GeoWealth Management
Illinois
$127K +$2.06K +85 +2%
MDCM
80
Morgan Dempsey Capital Management
Wisconsin
$119K – – –
MCM
81
MAI Capital Management
Ohio
$114K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$80.8K – – –
Jones Financial Companies
83
Jones Financial Companies
Missouri
$72.1K +$48.2K +1,991 +198%
CI
84
CX Institutional
Indiana
$55K +$775 +32 +1%
RCG
85
Rock Creek Group
District of Columbia
$49.7K – – –
Bessemer Group
86
Bessemer Group
New Jersey
$47K -$16.3K -674 -26%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$40.8K – – –
US Bancorp
88
US Bancorp
Minnesota
$38.2K – – –
AF
89
Allworth Financial
California
$33.6K – – –
GBT
90
Grove Bank & Trust
Florida
$31K +$31.2K +1,290 New
MA
91
Marquette Associates
Illinois
$23.3K -$3.05K -126 -11%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
WWA
93
Wealth Watch Advisors
Colorado
$20K +$20.1K +831 New
BFP
94
Birchwood Financial Partners
Minnesota
$18K +$18.2K +750 New
NA
95
NewEdge Advisors
Louisiana
$16.7K -$750 -31 -4%
GCM
96
Gables Capital Management
Florida
$13K -$23.3K -962 -64%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$12.6K +$4.55K +188 +56%
BF
98
BOK Financial
Oklahoma
$12.6K -$191K -7,910 -94%
KFI
99
Key Financial Inc
Pennsylvania
$11.6K – – –
BONH
100
Bank of New Hampshire
New Hampshire
$10.5K – – –
1 2 3
4
5

TDTT Hedge Fund Activity: Q4 2025 in Review

111 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2025, worth a combined $2.42B — down 1.8% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDTT positions and 12 closed out — a net gain of 2 holders — while 42 added to existing stakes and 38 trimmed.

The largest buyer was Northern Trust, adding an estimated $10.7M. The largest seller was Wells Fargo, cutting an estimated $15.8M.

  • 111 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2025, down from 112 in Q3 2025.
  • Funds reported $2.42B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2025, down 1.8% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2025 and 12 closed out, a net change of +2 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2025 was Northern Trust, an estimated $10.7M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2025 was Wells Fargo, an estimated $15.8M sold.

Based on aggregated 13F filings for Q4 2025.