FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
64 hedge funds and large institutions have $613M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 63 → 64 (+1)
1% more capital invested
Capital invested by funds: $606M → $613M (+$7.09M)
0.94% more ownership
Funds ownership: 84.78% → 85.72% (+0.94%)
35% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$23.8M |
| 2 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$6.28M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.83M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$753K |
| 5 |
Morgan Stanley
New York
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$3.73M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.26M |
| 3 |
V
VeraBank
Henderson,
Texas
|
-$1.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.25M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.16M |
TDTF Hedge Fund Activity: Q2 2023 in Review
64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q2 2023, worth a combined $613M — up 1.2% from $606M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TDTF positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 26 trimmed.
The largest buyer was Northern Trust, adding an estimated $23.8M. The largest seller was Creative Financial Designs, cutting an estimated $3.73M.
- 64 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q2 2023, up from 63 in Q1 2023.
- Funds reported $613M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q2 2023, up 1.2% quarter-over-quarter.
- 6 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q2 2023 was Northern Trust, an estimated $23.8M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q2 2023 was Creative Financial Designs, an estimated $3.73M sold.
Based on aggregated 13F filings for Q2 2023.