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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
Northern Trust
1
Northern Trust
Illinois
$2.03B +$357M +14,904,852 +22%
BIA
2
Bell Investment Advisors
California
$43.4M +$313K +13,057 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.5M +$11.1M +462,247 +47%
WPA
4
West Paces Advisors
Georgia
$28.1M +$610K +25,469 +2%
Morgan Stanley
5
Morgan Stanley
New York
$18.2M -$102K -4,240 -0.6%
BCM
6
Boltwood Capital Management
California
$15.7M +$1.86M +77,705 +14%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.5M +$4.46M +186,058 +57%
VA
8
Valmark Advisers
Ohio
$12.4M +$59.6K +2,490 +0.5%
5SA
9
5th Street Advisors
Connecticut
$11.9M +$1.29M +53,897 +12%
V
10
VeraBank
Texas
$9.17M +$352K +14,696 +4%
HB
11
Horizon Bancorp
Indiana
$8.05M -$700K -29,235 -8%
KA
12
Klingman & Associates
New York
$7.42M -$40.3K -1,681 -0.5%
CNBT
13
Cornerstone National Bank & Trust
Illinois
$7.03M -$1.25M -52,134 -15%
Wells Fargo
14
Wells Fargo
California
$5.49M -$3.71M -154,819 -41%
DWA
15
Delos Wealth Advisors
Texas
$4.69M -$57.7K -2,410 -1%
LPL Financial
16
LPL Financial
California
$4.33M +$518K +21,609 +14%
Citadel Advisors
17
Citadel Advisors
Florida
$4M +$630K +26,308 +19%
LSPW
18
Lake Street Private Wealth
Illinois
$3.78M +$198K +8,254 +6%
BWA
19
Burt Wealth Advisors
Maryland
$3.14M -$194K -8,110 -6%
PNC
20
Park National Corp
Ohio
$2.71M +$745K +31,099 +39%
Raymond James Financial
21
Raymond James Financial
Florida
$2.6M +$288K +12,038 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.38M +$1.4M +58,645 +151%
Jane Street
23
Jane Street
New York
$2.25M +$1.23M +51,184 +125%
IA
24
IFG Advisory
Georgia
$2.2M +$4.12K +172 +0.2%
Bank of America
25
Bank of America
North Carolina
$2.15M +$35.7K +1,490 +2%

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.