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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

67 hedge funds and large institutions have $387M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $342M → $387M (+$45.5M)

6% more funds holding

Funds holding: 63 → 67 (+4)

5.58% more ownership

Funds ownership: 76.7% → 82.28% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$62.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
4
LPWM
Lake Point Wealth Management
Texas
+$8.82M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.07M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.9M
2
NAS
Nicolet Advisory Services
Wisconsin
-$10.1M
3
Bank of America
Bank of America
North Carolina
-$3.24M
4
NB
Nicolet Bankshares
Wisconsin
-$2.82M
5
Morgan Stanley
Morgan Stanley
New York
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Chesapeake Wealth Management
Virginia
$1.83M +$218K +7,934 +13%
RJA
27
Raymond James & Associates
Florida
$1.59M +$989K +36,038 +161%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.04M +37,720 +196%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.32M -$55.1K -2,007 -4%
Citadel Advisors
30
Citadel Advisors
Florida
$1.15M +$830K +30,240 +250%
BPA
31
Beacon Pointe Advisors
California
$915K +$927K +33,766 New
FWM
32
Frontier Wealth Management
Missouri
$856K +$883K +32,191 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$729K +$534K +19,446 +261%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$726K -$659 -24 -0.1%
AWE
35
Avidian Wealth Enterprises
Texas
$702K -$24.6K -895 -3%
CP
36
Castleview Partners
Texas
$563K -$195K -7,103 -25%
KPWS
37
Kestra Private Wealth Services
Texas
$470K +$475K +17,322 New
Stifel Financial
38
Stifel Financial
Missouri
$435K +$440K +16,031 New
TNA
39
True North Advisors
Texas
$418K – – –
SG
40
StoneX Group
New York
$405K +$79.3K +2,889 +24%
SPC
41
Sigma Planning Corp
Michigan
$321K +$100K +3,645 +44%
MIAS
42
Mason Investment Advisory Services
Virginia
$317K +$2.42K +88 +0.8%
SWA
43
SFMG Wealth Advisors
Texas
$312K +$316K +11,500 New
APA
44
American Portfolios Advisors
New York
$299K +$3.43K +125 +1%
RFN
45
Redwood Financial Network
Ohio
$268K +$272K +9,895 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$265K +$16.9K +617 +7%
IA
47
IFG Advisory
Georgia
$258K – – –
AWM
48
AE Wealth Management
Kansas
$219K -$187K -6,822 -46%
MML Investors Services
49
MML Investors Services
Massachusetts
$218K +$5.98K +218 +3%
BAM
50
Belpointe Asset Management
Nevada
$217K -$32.1K -1,171 -13%
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TDTF Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2022, worth a combined $387M — up 13% from $342M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TDTF positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Northern Trust, adding an estimated $62.7M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 67 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2022, up from 63 in Q4 2021.
  • Funds reported $387M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2022, up 13% quarter-over-quarter.
  • 11 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2022 was Northern Trust, an estimated $62.7M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2022 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.