Who Owns TDTF?

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund — Institutional Ownership & 13F Holdings

$24.27

-0.09 (-0.35%)

Market Cap

$1.0B

Shares Outstanding

41,529,427

Institutional Holders

66

Total Inst. Value

$722.8M

% of Float Held

QoQ Holder Change

+23

Institutional data as of Q1 2025

New Positions

15

Closed Positions

10

Increased

22

Decreased

18

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHERN TRUST CORP$369.7M15,246,961
2Blue Trust, Inc.$168.6M6,953,859
3Capital Analysts, LLC$60.3M2,485,292
4Wealth Architects, LLC$49.7M978,300
5Vident Advisory, LLC$12.1M499,576
6Farmers National BankNew$6.3M269,639
7UBS Group AG$5.9M244,327
8COURIER CAPITAL LLC$5.0M204,207
9IFG Advisory, LLC$4.4M181,651
10Rockefeller Capital Management L.P.$4.0M163,346

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
NORTHERN TRUST CORP+1.3M$369.7M
Blue Trust, Inc.+2.6M$168.6M
Capital Analysts, LLC+290K$60.3M
Vident Advisory, LLC+363K$12.1M
Farmers National BankNew+270K$6.3M

Top Sellers

FundShares RemovedValue
Wealth Architects, LLC-1.5M$49.7M
UBS Group AG-98K$5.9M
JANE STREET GROUP, LLC-77K$582K
CITADEL ADVISORS LLC-65K$1K
MORGAN STANLEY-37K$3.9M

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Frequently Asked Questions

How many institutional investors hold TDTF?

As of Q1 2025, 66 institutional investors report holding TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) in their 13F filings.

Which hedge fund owns the most TDTF?

The largest institutional holder of TDTF is NORTHERN TRUST CORP with $369.7M in shares.

Are institutions buying or selling TDTF?

This quarter, 15 institutions opened new positions in TDTF and 10 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.