FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
67 hedge funds and large institutions have $387M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
13% more capital invested
Capital invested by funds: $342M → $387M (+$45.5M)
6% more funds holding
Funds holding: 63 → 67 (+4)
5.58% more ownership
Funds ownership: 76.7% → 82.28% (+5.6%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$62.7M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$40.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.2M |
| 4 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
+$8.82M |
| 5 |
Rockefeller Capital Management
New York
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.9M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$10.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.24M |
| 4 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$2.82M |
| 5 |
Morgan Stanley
New York
|
-$1.66M |
TDTF Hedge Fund Activity: Q1 2022 in Review
67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2022, worth a combined $387M — up 13% from $342M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TDTF positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was Northern Trust, adding an estimated $62.7M. The largest seller was Jane Street, cutting an estimated $12.9M.
- 67 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2022, up from 63 in Q4 2021.
- Funds reported $387M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2022, up 13% quarter-over-quarter.
- 11 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2022 and 6 closed out, a net change of +5 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2022 was Northern Trust, an estimated $62.7M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2022 was Jane Street, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2022.