FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
63 hedge funds and large institutions have $626M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.97% less ownership
Funds ownership: 80.65% → 78.67% (-2%)
7% less capital invested
Capital invested by funds: $676M → $626M (-$50.2M)
13% less funds holding
Funds holding: 72 → 63 (-9)
23% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 26
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wealth Architects
Mountain View,
California
|
+$4.03M |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$1.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$781K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$479K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$416K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$26.9M |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$8.45M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.41M |
| 4 |
Morgan Stanley
New York
|
-$5.2M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$3.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
76
Dogwood Wealth Management
Lenexa,
Kansas
| – | -$3.1K | -131 | Closed |
|
77
Franklin Resources
San Mateo,
California
| – | -$2.77K | -117 | Closed |
|
|
IA
78
IFP Advisors
Tampa,
Florida
| – | -$378 | -16 | Closed |
|
TDTF Hedge Fund Activity: Q1 2024 in Review
63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2024, worth a combined $626M — down 7.4% from $676M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of TDTF and 7 opened new positions — a net loss of 8 holders — while 26 trimmed existing stakes and 20 added.
The largest buyer was Wealth Architects, adding an estimated $4.03M. The largest seller was Northern Trust, cutting an estimated $26.9M.
- 63 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2024, down from 72 in Q4 2023.
- Funds reported $626M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2024, down 7.4% quarter-over-quarter.
- 7 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2024 and 15 closed out, a net change of -8 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2024 was Wealth Architects, an estimated $4.03M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2024 was Northern Trust, an estimated $26.9M sold.
Based on aggregated 13F filings for Q1 2024.