FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
37 hedge funds and large institutions have $238M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
1% more capital invested
Capital invested by funds: $236M → $238M (+$2.01M)
0% more funds holding
Funds holding: 37 → 37 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.35% less ownership
Funds ownership: 86.54% → 86.19% (-0.35%)
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$2.32M |
| 2 |
Jane Street
New York
|
+$2.07M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$693K |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$504K |
| 5 |
TNA
True North Advisors
Dallas,
Texas
|
+$398K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$3.69M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.22M |
| 3 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$1.22M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$799K |
TDTF Hedge Fund Activity: Q1 2020 in Review
37 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2020, worth a combined $238M — up 0.85% from $236M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TDTF positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 17 trimmed.
The largest buyer was Nicolet Advisory Services, adding an estimated $2.32M. The largest seller was Northern Trust, cutting an estimated $3.69M.
- 37 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $238M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2020, up 0.85% quarter-over-quarter.
- 5 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2020 and 3 closed out, a net change of +2 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2020 was Nicolet Advisory Services, an estimated $2.32M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2020 was Northern Trust, an estimated $3.69M sold.
Based on aggregated 13F filings for Q1 2020.