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
Northern Trust
1
Northern Trust
Illinois
$2.13B +$10.7M +440,486 +0.5%
BIA
2
Bell Investment Advisors
California
$47M +$1.61M +66,370 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.9M +$1.03M +42,668 +3%
WPA
4
West Paces Advisors
Georgia
$29.9M +$990K +40,899 +3%
Morgan Stanley
5
Morgan Stanley
New York
$21.2M +$602K +24,856 +3%
BCM
6
Boltwood Capital Management
California
$19M +$1.2M +49,551 +7%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.5M +$724K +29,925 +6%
5SA
8
5th Street Advisors
Connecticut
$12.2M +$473K +19,561 +4%
Wells Fargo
9
Wells Fargo
California
$12M -$15.8M -654,367 -57%
VA
10
Valmark Advisers
Ohio
$11.6M -$802K -33,121 -6%
V
11
VeraBank
Texas
$10.6M -$79K -3,264 -0.7%
HB
12
Horizon Bancorp
Indiana
$8.24M -$97K -4,007 -1%
KA
13
Klingman & Associates
New York
$6.33M -$245K -10,119 -4%
SIM
14
Strategic Investment Management
Virginia
$5.73M – – –
Bank of America
15
Bank of America
North Carolina
$5.03M +$690K +28,513 +16%
LSPW
16
Lake Street Private Wealth
Illinois
$4.54M +$402K +16,625 +10%
Goldman Sachs
17
Goldman Sachs
New York
$4.18M -$53K -2,188 -1%
DWA
18
Delos Wealth Advisors
Texas
$4.15M +$87.1K +3,597 +2%
LPL Financial
19
LPL Financial
California
$3.84M -$586K -24,197 -13%
Raymond James Financial
20
Raymond James Financial
Florida
$3.27M +$494K +20,391 +18%
Creative Planning
21
Creative Planning
Kansas
$3.03M +$2.84M +117,519 +1,372%
PNC
22
Park National Corp
Ohio
$2.94M +$56.7K +2,344 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$2.27M -$66.5K -2,748 -3%
IA
24
IFG Advisory
Georgia
$2.13M +$12.7K +523 +0.6%
CNBT
25
Cornerstone National Bank & Trust
Illinois
$2.09M -$85.4K -3,527 -4%
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.