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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$13.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.1M |
| 3 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
+$6.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.48M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$5.43M |
| 2 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$4.63M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.94M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.84M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.4M |
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.