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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
Northern Trust
1
Northern Trust
Illinois
$2.25B +$225M +9,323,918 +11%
BIA
2
Bell Investment Advisors
California
$44.1M +$960K +39,786 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.7M +$471K +19,540 +1%
WPA
4
West Paces Advisors
Georgia
$28.1M +$109K +4,499 +0.4%
Wells Fargo
5
Wells Fargo
California
$22.6M +$17.1M +709,181 +315%
Morgan Stanley
6
Morgan Stanley
New York
$17.1M -$967K -40,088 -5%
BCM
7
Boltwood Capital Management
California
$16.6M +$976K +40,448 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$12.9M +$457K +18,927 +4%
VA
9
Valmark Advisers
Ohio
$12.4M +$84.8K +3,516 +0.7%
5SA
10
5th Street Advisors
Connecticut
$11.6M -$196K -8,108 -2%
V
11
VeraBank
Texas
$10.2M +$1.08M +44,962 +12%
HB
12
Horizon Bancorp
Indiana
$7.84M -$155K -6,444 -2%
KA
13
Klingman & Associates
New York
$6.89M -$483K -20,014 -7%
LPL Financial
14
LPL Financial
California
$4.31M +$4.03K +167 +0.1%
LSPW
15
Lake Street Private Wealth
Illinois
$3.98M +$225K +9,335 +6%
DWA
16
Delos Wealth Advisors
Texas
$3.73M -$930K -38,532 -20%
PNC
17
Park National Corp
Ohio
$3.2M +$503K +20,867 +19%
BWA
18
Burt Wealth Advisors
Maryland
$3.07M -$42.6K -1,766 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$3.07M -$904K -37,456 -23%
OCM
20
One Capital Management
California
$2.46M +$2.45M +101,509 New
Bank of America
21
Bank of America
North Carolina
$2.42M +$281K +11,650 +13%
CNBT
22
Cornerstone National Bank & Trust
Illinois
$2.42M -$4.55M -188,560 -65%
Raymond James Financial
23
Raymond James Financial
Florida
$2.41M -$173K -7,172 -7%
IA
24
IFG Advisory
Georgia
$2.14M -$50.4K -2,091 -2%
HIM
25
Hanlon Investment Management
New Jersey
$1.52M -$133K -5,529 -8%

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.