FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
17 hedge funds and large institutions have $55.7M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more capital invested
Capital invested by funds: $41.9M → $55.7M (+$13.8M)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.46% less ownership
Funds ownership: 94.67% → 94.22% (-0.46%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.8M |
| 2 |
LC
Lourd Capital
Beverly Hills,
California
|
+$2.7M |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
+$303K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$215K |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$72.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$66.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.69M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$112K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$36K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$31.7K |
TDTF Hedge Fund Activity: Q4 2013 in Review
17 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2013, worth a combined $55.7M — up 33% from $41.9M a quarter earlier.
Fund positioning in TDTF was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 8 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $13.8M. The largest seller was Northern Trust, cutting an estimated $66.9M.
- 17 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $55.7M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2013, up 33% quarter-over-quarter.
- 3 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2013 and 3 closed out, a net change of 0 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2013 was Deutsche Bank, an estimated $13.8M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2013 was Northern Trust, an estimated $66.9M sold.
Based on aggregated 13F filings for Q4 2013.