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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

55 hedge funds and large institutions have $601M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 86.95% → 87.61% (+0.67%)

1% more capital invested

Capital invested by funds: $597M → $601M (+$3.77M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 60 → 55 (-5)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
17
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$7.38M
2
WA
Wealth Architects
California
+$3.26M
3
BTI
Blue Trust Inc
Georgia
+$2.04M
4
CAL
Capital Analysts LLC
Pennsylvania
+$1.78M
5
CC
Courier Capital
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$10.4M
2
Ameriprise
Ameriprise
Minnesota
-$4.14M
3
LPL Financial
LPL Financial
California
-$2.25M
4
UBS Group
UBS Group
Switzerland
-$1.1M
5
Bank of America
Bank of America
North Carolina
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
51
Key Financial Inc
Pennsylvania
$3.4K – – –
CWC
52
Carolinas Wealth Consulting
North Carolina
$2.72K – – –
TRCT
53
Tower Research Capital (TRC)
New York
$2.41K – – –
TAM
54
Tucker Asset Management
Colorado
$2.41K – – –
RWM
55
Ruedi Wealth Management
Illinois
$1.64K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$1.6K +$1.54K +65 +6,500%
IWC
57
Integrated Wealth Concepts
Massachusetts
– -$385K -16,464 Closed
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
– -$370K -15,800 Closed
Charles Schwab
59
Charles Schwab
California
– -$352K -15,027 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– -$246K -10,518 Closed
AWA
61
Archvest Wealth Advisors
California
– -$239K -10,304 Closed
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
– -$206K -8,807 Closed
BBHC
63
Brown Brothers Harriman & Co
New York
– -$2.34K -100 Closed
GI
64
Gradient Investments
Minnesota
– -$1.97K -84 Closed
1 2
3

TDTF Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q3 2024, worth a combined $601M — up 0.63% from $597M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TDTF and 4 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Flow Traders U.S., adding an estimated $7.38M. The largest seller was Northern Trust, cutting an estimated $10.4M.

  • 55 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q3 2024, down from 60 in Q2 2024.
  • Funds reported $601M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q3 2024, up 0.63% quarter-over-quarter.
  • 4 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q3 2024 and 8 closed out, a net change of -4 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $7.38M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2024.