FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
60 hedge funds and large institutions have $597M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.
8.27% more ownership
Funds ownership: 78.67% → 86.95% (+8.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $626M → $597M (-$28.9M)
5% less funds holding
Funds holding: 63 → 60 (-3)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
63% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wealth Architects
Mountain View,
California
|
+$2.03M |
| 2 |
CC
Courier Capital
Buffalo,
New York
|
+$1.81M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$1.47M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$17.7M |
| 2 |
Jane Street
New York
|
-$2.81M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.19M |
| 4 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$1.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$963K |
TDTF Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q2 2024, worth a combined $597M — down 4.6% from $626M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TDTF and 7 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 12 added.
The largest buyer was Wealth Architects, adding an estimated $2.03M. The largest seller was Northern Trust, cutting an estimated $17.7M.
- 60 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q2 2024, down from 63 in Q1 2024.
- Funds reported $597M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q2 2024, down 4.6% quarter-over-quarter.
- 7 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q2 2024 and 9 closed out, a net change of -2 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q2 2024 was Wealth Architects, an estimated $2.03M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q2 2024 was Northern Trust, an estimated $17.7M sold.
Based on aggregated 13F filings for Q2 2024.