FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
39 hedge funds and large institutions have $252M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.97% less ownership
Funds ownership: 88.18% → 86.21% (-2%)
3% less funds holding
Funds holding: 40 → 39 (-1)
6% less capital invested
Capital invested by funds: $269M → $252M (-$16.3M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.94M |
| 3 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
+$1.49M |
| 4 |
AWM
Act Wealth Management
Plano,
Texas
|
+$1.35M |
| 5 |
Rockefeller Capital Management
New York
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$17.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.27M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.04M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| 5 |
Morgan Stanley
New York
|
-$2.22M |
TDTF Hedge Fund Activity: Q1 2021 in Review
39 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2021, worth a combined $252M — down 6.1% from $269M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of TDTF and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.
The largest buyer was Wells Fargo, adding an estimated $2.26M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $17.4M.
- 39 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2021, down from 40 in Q4 2020.
- Funds reported $252M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2021, down 6.1% quarter-over-quarter.
- 5 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2021 and 6 closed out, a net change of -1 holder.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2021 was Wells Fargo, an estimated $2.26M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2021.