Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
29 hedge funds and large institutions have $357M invested in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.
728% more capital inflows, than outflows
Capital inflows: $52M | Capital outflows: $6.28M
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% less funds holding
Funds holding: 30 → 29 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ronald Blue & Co
Roswell,
Georgia
|
+$33.9M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$8.66M |
| 3 |
Evensky & Katz
Coral Gables,
Florida
|
+$2.98M |
| 4 |
Morgan Stanley
New York
|
+$371K |
| 5 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanders Morris Harris
Houston,
Texas
|
-$5.13M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$587K |
| 3 |
Lourd Capital
Beverly Hills,
California
|
-$218K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$144K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$127K |
TDTF Hedge Fund Activity: Q3 2016 in Review
29 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) for Q3 2016, worth a combined $357M — up 11% from $322M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TDTF and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.
The largest buyer was Ronald Blue & Co, adding an estimated $33.9M. The largest seller was Sanders Morris Harris, exiting entirely with an estimated $5.13M sold.
- 29 institutional investors held Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) as of Q3 2016, down from 30 in Q2 2016.
- Funds reported $357M of Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock for Q3 2016, up 11% quarter-over-quarter.
- 3 funds opened new Northern Trust iBoxx 5-Year Target Duration TIPS ETF positions in Q3 2016 and 4 closed out, a net change of -1 holder.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF buyer in Q3 2016 was Ronald Blue & Co, an estimated $33.9M added.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF seller in Q3 2016 was Sanders Morris Harris, an estimated $5.13M sold.
Based on aggregated 13F filings for Q3 2016.