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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

112 hedge funds and large institutions have $2.47B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 102112 (+10)

3% less capital invested

Capital invested by funds: $2.54B → $2.47B (-$66.7M)

3.22% less ownership

Funds ownership: 96.4%93.17% (-3.2%)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
20
Increased
31
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$2.14B -$114M -4,677,555 -5%
BIA
2
Bell Investment Advisors
California
$45.9M +$1.61M +66,096 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.2M -$3.64M -149,903 -10%
WPA
4
West Paces Advisors
Georgia
$29.2M +$1.05M +43,424 +4%
Wells Fargo
5
Wells Fargo
California
$28.1M +$5.32M +218,887 +23%
Morgan Stanley
6
Morgan Stanley
New York
$20.8M +$3.63M +149,374 +21%
BCM
7
Boltwood Capital Management
California
$18M +$1.34M +55,349 +8%
VA
8
Valmark Advisers
Ohio
$12.5M +$35.3K +1,452 +0.3%
5SA
9
5th Street Advisors
Connecticut
$11.9M +$233K +9,581 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$11.9M -$1.08M -44,434 -8%
V
11
VeraBank
Texas
$10.8M +$512K +21,076 +5%
FTUS
12
Flow Traders U.S.
New York
$10.1M +$9.33M +384,039 +1,168%
HB
13
Horizon Bancorp
Indiana
$8.43M +$552K +22,714 +7%
KA
14
Klingman & Associates
New York
$6.64M -$274K -11,289 -4%
SIM
15
Strategic Investment Management
Virginia
$5.8M +$5.79M +238,360 New
LPL Financial
16
LPL Financial
California
$4.47M +$145K +5,990 +3%
Bank of America
17
Bank of America
North Carolina
$4.39M +$1.96M +80,585 +81%
Goldman Sachs
18
Goldman Sachs
New York
$4.28M +$4.04M +166,197 +1,679%
LSPW
19
Lake Street Private Wealth
Illinois
$4.19M +$192K +7,912 +5%
DWA
20
Delos Wealth Advisors
Texas
$4.11M +$370K +15,227 +10%
BWA
21
Burt Wealth Advisors
Maryland
$3.01M -$75.4K -3,104 -2%
PNC
22
Park National Corp
Ohio
$2.91M -$302K -12,445 -9%
Raymond James Financial
23
Raymond James Financial
Florida
$2.81M +$388K +15,965 +16%
FCH
24
Freestone Capital Holdings
Washington
$2.47M +$2.47M +101,603 New
Citadel Advisors
25
Citadel Advisors
Florida
$2.36M -$724K -29,794 -24%

TDTT Hedge Fund Activity: Q3 2025 in Review

112 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2025, worth a combined $2.47B — down 2.6% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDTT positions and 9 closed out — a net gain of 11 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $9.33M. The largest seller was Northern Trust, cutting an estimated $114M.

  • 112 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $2.47B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2025, down 2.6% quarter-over-quarter.
  • 20 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2025 and 9 closed out, a net change of +11 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2025 was Flow Traders U.S., an estimated $9.33M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2025 was Northern Trust, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2025.