Who Owns FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)?Hedge Fund & Institutional Holders

$24.27+0.06 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

as of Q4 2025

Total Institutional Value

$3.7700000086579e+280T

% of Float Held

—

QoQ Change in Holders

+10 / -5

Price History

TDTF — Biggest New Institutional Buyers This Quarter

Fund	Action	Shares Added	Value Added
Blue Trust, Inc.	New Position	+3.7M	+$89.2B
COURIER CAPITAL LLC	New Position	+239K	+$5.7B
Wealth Architects, LLC	Increased	+205K	+$4.1B
Farmers National Bank	Increased	+129K	+$2.9B
Yoder Wealth Management, Inc.	New Position	+85K	+$2.0B
Chesapeake Wealth Management	New Position	+62K	+$1.5B
UBS Group AG	Increased	+62K	+$1.4B
WELLS FARGO & COMPANY/MN	Increased	+93K	+$1.1B
Stratos Investment Management, LLC	New Position	+44K	+$1.1B
Valmark Advisers, Inc.	New Position	+37K	+$878.0M
Regal Investment Advisors LLC	New Position	+20K	+$487.0M
Archvest Wealth Advisors, Inc.	New Position	+1K	+$413.0M
Shared Vision Wealth Group LLC	New Position	+10K	+$233.0M
Empirical Asset Management, LLC	Increased	+8K	+$180.9M
Cheviot Value Management, LLC	New Position	+1.3M	+$31.0M

TDTF — Institutions Reducing or Closing Positions

Fund	Action	Shares Sold	Value Sold
NORTHERN TRUST CORP	Decreased	-67K	-$8.4B
CITADEL ADVISORS LLC	Decreased	-28K	-$1.0B
RAYMOND JAMES FINANCIAL INC	Decreased	-2K	-$556.8M
Rockefeller Capital Management L.P.	Decreased	-7K	-$462.7M
VeraBank, N.A.	Decreased	-829	-$432.0M
SYNOVUS FINANCIAL CORP	Closed Position	-15K	-$367.6M
GTS SECURITIES LLC	Closed Position	-9K	-$216.8M
MERCER GLOBAL ADVISORS INC /ADV	Closed Position	-9K	-$213.9M
Advisory Services Network, LLC	Closed Position	-7K	-$176.7M
CLG LLC	Decreased	-3K	-$79.2M
Wealthspire Advisors, LLC	Closed Position	-2K	-$40.7M
NewEdge Advisors, LLC	Decreased	-43	-$23.8M
COMERICA BANK	Decreased	-611	-$18.8M
JPMORGAN CHASE & CO	Decreased	-594	-$16.0M
Colonial Trust Co / SC	Decreased	-25	-$10.3M

Top Institutional Holders(Q4 2025)

#	Fund	Shares	Value	% of Portfolio	Type
1	NORTHERN TRUST CORP	15,731,841	$377.0B	48.06%	Share
2	Blue Trust, Inc.	3,612,740	$86.6B	978.29%	Share
3	Wealth Architects, LLC	2,991,112	$71.7B	6.46%	Share
4	NORTHERN TRUST CORP	1,540,481	$36.0B	4.59%	Share
5	Farmers National Bank	846,119	$20.3B	4.53%	Share
6	AMERIPRISE FINANCIAL INC	771,035	$18.0B	4.07%	Share
7	UBS Group AG	355,226	$8.5B	1.38%	Share
8	COURIER CAPITAL LLC	238,784	$5.7B	0.32%	Share
9	IFG Advisory, LLC	226,386	$5.0B	0.22%	Share
10	Blue Trust, Inc.	99,838	$2.4B	27.03%	Share
11	Yoder Wealth Management, Inc.	85,200	$2.0B	0.93%	Share
12	GOLDMAN SACHS GROUP INC	86,299	$2.0B	0.25%	Share
13	Rockefeller Capital Management L.P.	94,834	$2.0B	3.60%	Share
14	WELLS FARGO & COMPANY/MN	124,663	$2.0B	0.36%	Share
15	Chesapeake Wealth Management	61,572	$1.5B	0.44%	Share
16	Stratos Investment Management, LLC	44,466	$1.1B	0.04%	Share
17	OneDigital Investment Advisors LLC	45,446	$1.0B	9.80%	Share
18	NORTHERN TRUST CORP	64,503	$1.0B	0.13%	Share
19	BANK OF AMERICA CORP /DE/	69,666	$1.0B	0.07%	Share
20	TIEMANN INVESTMENT ADVISORS, LLC	39,806	$953.0M	0.37%	Share
21	Valmark Advisers, Inc.	36,655	$878.0M	10.82%	Share
22	Bell Investment Advisors, Inc	36,552	$876.0M	0.14%	Share
23	Empirical Asset Management, LLC	30,132	$722.0M	0.20%	Share
24	Regal Investment Advisors LLC	20,338	$487.0M	0.03%	Share
25	CLG LLC	18,403	$441.0M	0.11%	Share
26	Archvest Wealth Advisors, Inc.	1,149	$413.0M	0.26%	Share
27	KMT WEALTH MANAGEMENT, LLC	13,214	$316.0M	0.17%	Share
28	Shared Vision Wealth Group LLC	9,711	$233.0M	0.09%	Share
29	Blue Trust, Inc.	9,086	$217.0M	2.45%	Share
30	COMERICA BANK	6,401	$153.0M	0.61%	Share
31	COMERICA BANK	3,200	$76.0M	0.30%	Share
32	Capital Analysts, LLC	2,404,513	$57.6M	1.75%	Share
33	Cheviot Value Management, LLC	1,290,146	$31.0M	3.05%	Share
34	Farmers National Bank	1,277	$30.6M	0.01%	Share
35	Kentucky Trust Co	400	$9.0M	0.00%	Share
36	Capital Analysts, LLC	329,292	$7.9M	0.24%	Share
37	ASSETMARK, INC	308	$7.0M	0.01%	Share
38	Bank of New York Mellon Corp	324,289	$7.0M	0.00%	Share
39	CREATIVE FINANCIAL DESIGNS INC /ADV	287	$6.0M	0.00%	Share
40	Cetera Investment Advisers	245,593	$5.0M	0.01%	Share
41	Joseph Group Capital Management	225	$5.0M	0.00%	Share
42	Kendall Capital Management	184,396	$4.4M	0.92%	Share
43	MORGAN STANLEY	189,367	$4.0M	0.00%	Share
44	Chesapeake Wealth Management	170	$4.0M	0.00%	Share
45	SIMON QUICK ADVISORS, LLC	148,136	$3.5M	0.15%	Share
46	LPL Financial LLC	152,826	$3.0M	0.00%	Share
47	Vident Advisory, LLC	109,405	$2.0M	0.02%	Share
48	Urban Wealth Management, LLC	83,018	$2.0M	1.85%	Share
49	BFSG, LLC	80,061	$1.9M	0.19%	Share
50	THRIVENT FINANCIAL FOR LUTHERANS	46,847	$1.0M	0.00%	Share

TDTF Institutional Ownership History

Quarter	Holders	Total Value	Change
Q4 2025	77	$650.7B	+23
Q3 2025	54	$562.2B	-3
Q2 2025	57	$248.3B	-9
Q1 2025	66	$645.9B	+5
Q4 2024	61	$527.1B	+20
Q3 2024	41	$2.6T	-4
Q2 2024	45	$1.6T	+2
Q1 2024	43	$497.6T	—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund). The largest holder is NORTHERN TRUST CORP with $377.0B in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own TDTF?

As of Q4 2025, 50 institutional investors report holding TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) in their 13F filings.

Who is the largest institutional holder of TDTF?

The largest institutional holder of TDTF is NORTHERN TRUST CORP with $377.0B in shares.

Is institutional ownership of TDTF increasing or decreasing?

This quarter, 10 institutions opened new positions in TDTF and 5 closed their positions.