FLEXSHARES IBOXX 3-YEAR TARG (TDTT) Institutional Shareholders

FLEXSHARES IBOXX 3-YEAR TARG (TDTT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026. The institutional investors covered on this page collectively reported approximately $2.40B in TDTT holdings during the latest filing period.

Northern Trust Corp is currently the largest disclosed institutional shareholder of TDTT tracked by InsiderSet, reporting ownership valued at approximately $2.12B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.07B, representing an estimated loss of -2.59% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed TDTT value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, West Paces Advisors Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FLEXSHARES IBOXX 3-YEAR TARG (TDTT).

This page ranks the largest institutional TDTT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

116

Total Reported Value

$2.40B

Largest Holder

Northern Trust Corp

Largest Position

$2.12B

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

134

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Northern Trust Corp0.25%88,847,861$2,124,352,357$2,069,266,683-$55,085,674-2.59%
West Paces Advisors Inc.5.64%1,407,121$33,644,260$32,771,848-$872,412-2.59%
Envestnet Asset Management Inc0.01%1,349,435$32,264,998$31,428,341-$836,657-2.59%
Morgan Stanley0.00%993,765$23,760,933$23,144,787-$616,146-2.59%
Boltwood Capital Management4.69%894,308$20,770,304$20,828,433+$58,129+0.28%
Wells Fargo & Company/Mn0.00%818,600$19,572,728$19,065,194-$507,534-2.59%
5Th Street Advisors, Llc6.96%751,610$17,971,008$17,504,997-$466,011-2.59%
Mml Investors Services, Llc0.03%563,305$13,468,622$13,119,373-$349,249-2.59%
Valmark Advisers, Inc.0.12%484,847$11,592,692$11,292,087-$300,605-2.59%
Verabank, N.A.1.85%466,494$11,153,871$10,864,645-$289,226-2.59%
Horizon Bancorp Inc4.06%361,931$8,654,000$8,429,373-$224,627-2.60%
Klingman & Associates, Llc0.27%264,386$6,321,470$6,157,550-$163,920-2.59%
Delos Wealth Advisors, Llc3.02%245,969$5,881,119$5,728,618-$152,501-2.59%
Strategic Investment Management, Llc1.96%238,360$5,699,188$5,551,404-$147,784-2.59%
Bank Of America Corp0.00%204,706$4,894,521$4,767,603-$126,918-2.59%
Lake Street Private Wealth, Llc0.55%200,569$4,795,655$4,671,252-$124,403-2.59%
Goldman Sachs Group Inc0.00%195,047$4,663,574$4,542,645-$120,929-2.59%
Lpl Financial Llc0.00%173,896$4,157,848$4,050,038-$107,810-2.59%
Raymond James Financial Inc0.00%123,638$2,956,191$2,879,529-$76,662-2.59%
Moneco Advisors, Llc0.17%115,348$2,757,981$2,686,455-$71,526-2.59%
Bank Of Montreal0.00%92,474$2,211,053$2,153,719-$57,334-2.59%
Ifg Advisory, Llc0.07%86,553$2,069,479$2,015,819-$53,660-2.59%
Emerald Investment Advisers, Llc0.12%76,280$1,823,473$1,776,561-$46,912-2.57%
Lynx Investment Advisory0.55%69,588$1,663,856$1,620,705-$43,151-2.59%
Cetera Investment Advisers0.00%67,223$1,607,292$1,565,624-$41,668-2.59%
Vestgen Advisors, Llc0.05%67,089$1,604,098$1,562,503-$41,595-2.59%
Vestgen Investment Management0.81%63,640$1,521,632$1,482,176-$39,456-2.59%
Park National Corp0.04%62,576$1,496,192$1,457,395-$38,797-2.59%
Tiemann Investment Advisors, Llc0.41%47,836$1,143,779$1,114,100-$29,679-2.59%
Rossby Financial, Lcc0.20%46,399$1,109,400$1,080,633-$28,767-2.59%
Dorsey & Whitney Trust Co Llc0.05%45,653$1,091,563$1,063,258-$28,305-2.59%
Trb Wealth Management, Llc0.14%45,525$1,088,514$1,060,277-$28,237-2.59%
Mutual Advisors, Llc0.02%39,814$951,953$927,268-$24,685-2.59%
Virtue Capital Management, Llc0.13%39,421$942,556$918,115-$24,441-2.59%
Marquette Associates, Inc.0.68%39,141$935,861$911,594-$24,267-2.59%
Gts Securities Llc0.02%37,273$891,197$868,088-$23,109-2.59%
Atria Investments, Inc0.01%36,664$876,636$853,905-$22,731-2.59%
Cornerstone National Bank & Trust Co0.30%36,938$874,137$860,286-$13,851-1.58%
First Heartland Consultants, Inc.0.06%35,718$854,017$831,872-$22,145-2.59%
Corecap Advisors, Llc0.02%33,820$808,636$787,668-$20,968-2.59%
Focus Partners Wealth0.00%33,011$789,294$768,826-$20,468-2.59%
Simon Quick Advisors, Llc0.03%29,734$710,940$692,505-$18,435-2.59%
Osaic Holdings, Inc.0.00%27,937$668,060$650,653-$17,407-2.61%
Granite Harbor Advisors, Inc.0.25%26,934$643,992$627,293-$16,699-2.59%
Bok Financial Private Wealth, Inc.0.03%24,190$578,383$563,385-$14,998-2.59%
Trace Wealth Advisors, Llc0.35%22,456$536,923$523,000-$13,923-2.59%
Ifp Advisors, Inc0.01%22,450$536,780$522,861-$13,920-2.59%
Fft Wealth Management Llc0.08%21,278$508,757$495,565-$13,192-2.59%
Mai Capital Management0.00%21,164$506,032$492,910-$13,122-2.59%
M.E. Allison & Co., Inc.0.27%19,313$461,778$449,800-$11,978-2.59%
Showing 50 of 116

Frequently asked questions about TDTT

  • Who are the largest institutional holders of TDTT?

    The largest institutional holders of TDTT reported in the latest SEC Form 13F filings include Northern Trust Corp, West Paces Advisors Inc., Envestnet Asset Management Inc, Morgan Stanley, and Boltwood Capital Management. InsiderSet ranks institutional holders by their latest reported TDTT position.

  • What is TDTT institutional ownership?

    This page tracks TDTT positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES IBOXX 3-YEAR TARG (TDTT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own TDTT?

    InsiderSet currently tracks 116 institutional managers reporting TDTT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TDTT shareholders.

  • How much TDTT stock do institutions own?

    Institutional investment managers disclosed approximately $2.40B in TDTT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was TDTT institutional ownership last updated?

    The latest TDTT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional TDTT holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TDTT position after the reporting date.

  • Are institutions buying or selling TDTT?

    Institutional buying and selling can be analyzed by comparing TDTT positions across consecutive 13F reporting periods. InsiderSet's TDTT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TDTT ownership changes.

  • How has TDTT institutional ownership changed over time?

    InsiderSet tracks TDTT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.