FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
40 hedge funds and large institutions have $269M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $221M → $269M (+$47.5M)
18% more funds holding
Funds holding: 34 → 40 (+6)
4.43% more ownership
Funds ownership: 83.74% → 88.18% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.93M |
| 2 |
Morgan Stanley
New York
|
+$3.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 4 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
+$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$17.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$375K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$332K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$312K |
| 5 |
V
VeraBank
Henderson,
Texas
|
-$128K |
TDTF Hedge Fund Activity: Q4 2020 in Review
40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2020, worth a combined $269M — up 21% from $221M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TDTF positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.93M. The largest seller was Northern Trust, cutting an estimated $17.5M.
- 40 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2020, up from 34 in Q3 2020.
- Funds reported $269M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2020, up 21% quarter-over-quarter.
- 10 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2020 and 4 closed out, a net change of +6 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2020 was Thrivent Financial for Lutherans, an estimated $7.93M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2020 was Northern Trust, an estimated $17.5M sold.
Based on aggregated 13F filings for Q4 2020.