FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

TDTT • ARCA

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund is an exchange-traded fund on ARCA. As of Q3 2025, 111 institutional investors hold shares in this ETF, with total holdings valued at $2.5B. NORTHERN TRUST CORP is the largest holder with a position valued at $2.1B.

Overview

Overview of institutional ownership in TDTT as of Q3 2025

All Institutions

Institutions: 111
Value Held: $2.5B
Shares Held: 101.4M
Avg Position: $22.2M
Median Position: $424.6K

Hedge Funds

Hedge Funds: 2
Value Held: $2.4M
Shares Held: 98.4K
Avg Position: $1.2M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in TDTT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$2.1B 0.27% of portfolio	88.1M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
Bell Investment Advisors, Inc RIA/Wealth	James Frederick Bell Founder	$45.9M 7.51% of portfolio	1.9M shares	Q2 2022 Held for 3y 5m	$611.5M
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$32.2M 0.01% of portfolio	1.3M shares	Q3 2018 Held for 7y 2m	$341.99B
WEST PACES ADVISORS INC. RIA/Wealth	George Andrew Crews Founder	$29.2M 5.82% of portfolio	1.2M shares	Q4 2016 Held for 8y 11m	$502.4M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$28.1M 0.01% of portfolio	1.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$20.8M 0.00% of portfolio	854.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Boltwood Capital Management RIA/Wealth	Thomas Lyon Abbott Chairman	$18.0M 4.79% of portfolio	739.1K shares	Q2 2022 Held for 3y 5m	$375.7M
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$12.5M 0.16% of portfolio	513.8K shares	≤ Q2 2013 Held for 12y 5m+	$7.7B
5th Street Advisors, LLC RIA/Wealth	Cesar Gonzalez Manent Managing Partner	$11.9M 5.89% of portfolio	489.2K shares	Q4 2024 Held for 11 months	$202.0M
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$11.9M 0.03% of portfolio	488.3K shares	Q2 2021 Held for 4y 5m	$36.7B

Net Capital Flow

Institutional buying and selling activity for TDTT in Q3 2025

Traded: −$75.8M
Buyers: 51
Sellers: 47
Total Bought: +$48.6M
Total Sold: −$124.5M
Avg Position: $20.6M

Biggest Buyers

Institution	Net Bought	Current Position
F FLOW TRADERS U.S. LLC Institution	+$9.3M +384.0K shares	$10.1M 416.9K shares
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	+$5.8M +238.4K shares	$5.8M 238.4K shares
WELLS FARGO & COMPANY/MN Institution	+$5.3M +218.9K shares	$28.1M 1.2M shares
GOLDMAN SACHS GROUP INC Institution	+$4.0M +166.2K shares	$4.3M 176.1K shares
MORGAN STANLEY RIA/Wealth	+$3.6M +149.4K shares	$20.8M 854.9K shares
F Freestone Capital Holdings, LLC RIA/Wealth	+$2.5M +101.6K shares	$2.5M 101.6K shares
BANK OF AMERICA CORP /DE/ Institution	+$2.0M +80.6K shares	$4.4M 180.5K shares
Bell Investment Advisors, Inc RIA/Wealth	+$1.6M +66.1K shares	$45.9M 1.9M shares
Boltwood Capital Management RIA/Wealth	+$1.3M +55.3K shares	$18.0M 739.1K shares
G GTS SECURITIES LLC Institution	+$1.2M +47.9K shares	$1.2M 47.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
NORTHERN TRUST CORP Institution	−$113.8M −4.7M shares	$2.1B 88.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$3.6M −149.9K shares	$32.2M 1.3M shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$1.1M −44.4K shares	$11.9M 488.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$724.9K −29.8K shares	$2.4M 96.9K shares
Eqis Capital Management, Inc. RIA/Wealth	−$678.1K −28.0K shares	Sold Off 0 shares
WHITTIER TRUST CO RIA/Wealth	−$484.0K −20.0K shares	Sold Off 0 shares
Empirical Asset Management, LLC RIA/Wealth	−$476.1K −19.6K shares	$286.1K 11.8K shares
O One Capital Management, LLC RIA/Wealth	−$321.3K −13.2K shares	$2.1M 88.3K shares
Sontag Advisory, LLC RIA/Wealth	−$306.2K −12.6K shares	Sold Off 0 shares
PARK NATIONAL CORP /OH/ Institution	−$302.8K −12.4K shares	$2.9M 119.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited TDTT in Q3 2025

New Positions: 10
New Value: $10.7M
Exited Positions: 9
Exited Value: $2.5M

New Positions

Institution	Position Value
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	$5.8M 238.4K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$2.5M 101.6K shares
G GTS SECURITIES LLC Institution	$1.2M 47.9K shares
Massey, Quick & Co., LLC RIA/Wealth	$722.2K 29.7K shares
A ATRIA INVESTMENTS LLC Institution	$286.6K 11.8K shares
GeoWealth Management, LLC RIA/Wealth	$126.0K 5.2K shares
CX Institutional RIA/Wealth	$55.3K 2.3K shares
Rock Creek Group, LP Fund of Funds	$50.2K 2.1K shares
Goss Wealth Management LLC RIA/Wealth	$17.7K 726.0 shares
Horizon Investments, LLC/SC Long Only Manager	$5.1K 213.0 shares

Exited Positions

Institution	Previous Position
Eqis Capital Management, Inc. RIA/Wealth	$678.1K 28.0K shares
WHITTIER TRUST CO RIA/Wealth	$484.0K 20.0K shares
Sontag Advisory, LLC RIA/Wealth	$306.2K 12.6K shares
Kovack Advisors, Inc. RIA/Wealth	$266.6K 11.0K shares
Forza Wealth Management, LLC RIA/Wealth	$242.4K 10.0K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$231.2K 9.5K shares
G GREENLEAF TRUST Institution	$226.1K 9.3K shares
B Beacon Capital Management, LLC RIA/Wealth	$25.0K 1.0K shares
Sound Income Strategies, LLC RIA/Wealth	$386.0 16.0 shares

Options Activity

Institutions with the largest Call and Put options positions in TDTT as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with TDTT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Bell Investment Advisors, Inc RIA/Wealth	James Frederick Bell Founder	7.51% $45.9M	1.9M shares	Q2 2022 Held for 3y 5m	$611.5M
5th Street Advisors, LLC RIA/Wealth	Cesar Gonzalez Manent Managing Partner	5.89% $11.9M	489.2K shares	Q4 2024 Held for 11 months	$202.0M
WEST PACES ADVISORS INC. RIA/Wealth	George Andrew Crews Founder	5.82% $29.2M	1.2M shares	Q4 2016 Held for 8y 11m	$502.4M
Boltwood Capital Management RIA/Wealth	Thomas Lyon Abbott Chairman	4.79% $18.0M	739.1K shares	Q2 2022 Held for 3y 5m	$375.7M
HORIZON BANCORP INC /IN/ RIA/Wealth	James David Pattie President	4.04% $8.4M	346.3K shares	Q1 2024 Held for 1y 8m	$208.3M
STRATEGIC INVESTMENT MANAGEMENT, LLC Fund of Funds	Nicole Wellmann Kraus CEO	3.14% $5.8M	238.4K shares	Q3 2025 Held for 2 months	$184.9M
Delos Wealth Advisors, LLC RIA/Wealth	Cody Lee Lummus CEO	2.77% $4.1M	168.9K shares	Q1 2022 Held for 3y 8m	$148.1M
V VeraBank, N.A. Institution	-	2.14% $10.8M	442.2K shares	Q4 2018 Held for 6y 11m	$502.6M
Hanlon Investment Management, Inc. RIA/Wealth	William Francis Chisholm CIO	0.97% $1.6M	65.9K shares	Q1 2022 Held for 3y 8m	$165.8M
B Burt Wealth Advisors RIA/Wealth	Frederick Joseph Cornelius CEO	0.74% $3.0M	123.7K shares	Q4 2023 Held for 1y 11m	$407.3M

Hedge Fund Spotlight

Discover hedge funds investing in TDTT

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

Market Value: $2.4M
Shares Held: 96.9K
Portfolio Weight: 0.00%
Owned Since: 2017-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%