FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
63 hedge funds and large institutions have $606M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
5% more funds holding
Funds holding: 60 → 63 (+3)
2% more capital invested
Capital invested by funds: $591M → $606M (+$14.3M)
1.84% less ownership
Funds ownership: 86.62% → 84.78% (-1.8%)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$16.6M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$6.61M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$974K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$746K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$7.02M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$6.97M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.43M |
| 4 |
BG
Benedetti & Gucer
Atlanta,
Georgia
|
-$2.48M |
| 5 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
-$2.13M |
TDTF Hedge Fund Activity: Q1 2023 in Review
63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q1 2023, worth a combined $606M — up 2.4% from $591M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TDTF positions and 11 closed out — a net gain of 3 holders — while 18 added to existing stakes and 23 trimmed.
The largest buyer was Blue Trust Inc, adding an estimated $16.6M. The largest seller was Rockefeller Capital Management, cutting an estimated $7.02M.
- 63 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q1 2023, up from 60 in Q4 2022.
- Funds reported $606M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q1 2023, up 2.4% quarter-over-quarter.
- 14 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q1 2023 and 11 closed out, a net change of +3 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q1 2023 was Blue Trust Inc, an estimated $16.6M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q1 2023 was Rockefeller Capital Management, an estimated $7.02M sold.
Based on aggregated 13F filings for Q1 2023.