FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
65 hedge funds and large institutions have $332M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
7.07% more ownership
Funds ownership: 86.64% → 93.71% (+7.1%)
0% more funds holding
Funds holding: 65 → 65 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
15% less capital invested
Capital invested by funds: $391M → $332M (-$58.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Archvest Wealth Advisors
Concord,
California
|
+$7.55M |
| 2 |
Jane Street
New York
|
+$6.39M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.02M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.85M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Act Wealth Management
Plano,
Texas
|
-$21.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$2.32M |
| 5 |
Morgan Stanley
New York
|
-$1.81M |
TDTF Hedge Fund Activity: Q3 2022 in Review
65 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q3 2022, worth a combined $332M — down 15% from $391M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TDTF positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Archvest Wealth Advisors, opening a new position worth an estimated $7.55M. The largest seller was Act Wealth Management, exiting entirely with an estimated $21.6M sold.
- 65 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $332M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q3 2022, down 15% quarter-over-quarter.
- 10 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q3 2022 and 8 closed out, a net change of +2 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q3 2022 was Archvest Wealth Advisors, an estimated $7.55M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q3 2022 was Act Wealth Management, an estimated $21.6M sold.
Based on aggregated 13F filings for Q3 2022.