FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
37 hedge funds and large institutions have $236M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
19% more funds holding
Funds holding: 31 → 37 (+6)
3.61% more ownership
Funds ownership: 82.93% → 86.54% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $243M → $236M (-$7.19M)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.36M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$2.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.97M |
| 4 |
Morgan Stanley
New York
|
+$646K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$601K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.78M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.22M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.65M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.26M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.94M |
TDTF Hedge Fund Activity: Q4 2019 in Review
37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2019, worth a combined $236M — down 3% from $243M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TDTF positions and 2 closed out — a net gain of 7 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $3.36M. The largest seller was Jane Street, cutting an estimated $7.78M.
- 37 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2019, up from 31 in Q3 2019.
- Funds reported $236M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2019, down 3% quarter-over-quarter.
- 9 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2019 and 2 closed out, a net change of +7 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2019 was LPL Financial, an estimated $3.36M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2019 was Jane Street, an estimated $7.78M sold.
Based on aggregated 13F filings for Q4 2019.