FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
60 hedge funds and large institutions have $591M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 15 closing their positions.
78% more capital invested
Capital invested by funds: $332M → $591M (+$259M)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7.09% less ownership
Funds ownership: 93.71% → 86.62% (-7.1%)
8% less funds holding
Funds holding: 65 → 60 (-5)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
66% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$64.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.11M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$7M |
| 5 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$43M |
| 2 |
Jane Street
New York
|
-$29.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.41M |
| 4 |
Morgan Stanley
New York
|
-$3M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$2.05M |
TDTF Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2022, worth a combined $591M — up 78% from $332M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of TDTF and 11 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 10 added.
The largest buyer was Northern Trust, adding an estimated $64.9M. The largest seller was Blue Trust Inc, cutting an estimated $43M.
- 60 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2022, down from 65 in Q3 2022.
- Funds reported $591M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2022, up 78% quarter-over-quarter.
- 11 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2022 and 15 closed out, a net change of -4 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2022 was Northern Trust, an estimated $64.9M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2022 was Blue Trust Inc, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2022.