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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

63 hedge funds and large institutions have $342M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

14% more capital invested

Capital invested by funds: $301M → $342M (+$40.8M)

13% more funds holding

Funds holding: 56 → 63 (+7)

2.52% less ownership

Funds ownership: 79.22% → 76.7% (-2.5%)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
34
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$13.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.1M
3
LPWM
Lake Point Wealth Management
Texas
+$6.42M
4
Wells Fargo
Wells Fargo
California
+$5.48M
5
UBS Group
UBS Group
Switzerland
+$4.11M

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$5.43M
2
MSFS
Main Street Financial Solutions
Pennsylvania
-$4.63M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.94M
4
Stifel Financial
Stifel Financial
Missouri
-$1.84M
5
Bank of America
Bank of America
North Carolina
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$908K +$907K +32,369 New
AWE
27
Avidian Wealth Enterprises
Texas
$752K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$751K +$32.3K +1,154 +4%
CA
29
Cetera Advisors
Colorado
$641K -$28K -1,000 -4%
RJA
30
Raymond James & Associates
Florida
$629K +$629K +22,447 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$540K -$831K -29,682 -61%
NFG
32
Nations Financial Group
Iowa
$455K +$244K +8,714 +116%
TNA
33
True North Advisors
Texas
$433K – – –
AWM
34
AE Wealth Management
Kansas
$418K +$188K +6,704 +82%
FA
35
Fiducient Advisors
Illinois
$413K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$339K +$338K +12,080 New
SG
37
StoneX Group
New York
$338K +$56K +2,001 +20%
MIAS
38
Mason Investment Advisory Services
Virginia
$326K +$3.75K +134 +1%
APA
39
American Portfolios Advisors
New York
$305K +$29.3K +1,045 +11%
IA
40
IFG Advisory
Georgia
$267K – – –
BCA
41
Bay Colony Advisors
Massachusetts
$266K +$6.16K +220 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$257K +$15.9K +569 +7%
BAM
43
Belpointe Asset Management
Nevada
$257K +$122K +4,350 +90%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$245K +$245K +8,752 New
SPC
45
Sigma Planning Corp
Michigan
$230K +$230K +8,203 New
MML Investors Services
46
MML Investors Services
Massachusetts
$220K +$15.9K +569 +8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$209K +$209K +7,462 New
IRC
48
Investors Research Corp
Georgia
$94K +$24.8K +885 +36%
BIA
49
Bell Investment Advisors
California
$38K +$420 +15 +1%
Citigroup
50
Citigroup
New York
$28K +$28K +1,000 New
1
2
3

TDTF Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2021, worth a combined $342M — up 14% from $301M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDTF positions and 6 closed out — a net gain of 8 holders — while 34 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $5.43M sold.

  • 63 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $342M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2021 and 6 closed out, a net change of +8 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2021 was Jane Street, an estimated $13.5M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2021 was Beacon Pointe Advisors, an estimated $5.43M sold.

Based on aggregated 13F filings for Q4 2021.