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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

72 hedge funds and large institutions have $676M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 66 → 72 (+6)

0% less capital invested

Capital invested by funds: $677M → $676M (-$1.19M)

4.13% less ownership

Funds ownership: 84.78% → 80.65% (-4.1%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

62% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 34

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
13
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wealth Architects
California
+$43.8M
2
Morgan Stanley
Morgan Stanley
New York
+$5.97M
3
FTUS
Flow Traders U.S.
New York
+$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.43M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
BTI
Blue Trust Inc
Georgia
-$31.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.9M
3
Northern Trust
Northern Trust
Illinois
-$5.67M
4
Jane Street
Jane Street
New York
-$5.19M
5
AWA
Archvest Wealth Advisors
California
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
76
Mason Investment Advisory Services
Virginia
– -$285K -12,410 Closed
NAS
77
Nicolet Advisory Services
Wisconsin
– -$214K -9,428 Closed
AC
78
AlphaCore Capital
California
– -$100K -4,373 Closed
HWP
79
Highline Wealth Partners
California
– -$72.9K -3,177 Closed
CT
80
Caldwell Trust
Florida
– -$18.4K -800 Closed
PP
81
Pacifica Partners
Canada
– -$9.19K -405 Closed
PA
82
Parallel Advisors
California
– -$3.79K -165 Closed
1 2 3
4

TDTF Hedge Fund Activity: Q4 2023 in Review

72 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2023, worth a combined $676M — down 0.18% from $677M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TDTF positions and 10 closed out — a net gain of 6 holders — while 13 added to existing stakes and 34 trimmed.

The largest buyer was Wealth Architects, adding an estimated $43.8M. The largest seller was Blue Trust Inc, cutting an estimated $31.7M.

  • 72 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $676M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2023, down 0.18% quarter-over-quarter.
  • 16 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2023 was Wealth Architects, an estimated $43.8M added.
  • The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2023 was Blue Trust Inc, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2023.