FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
55 hedge funds and large institutions have $601M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.
0.67% more ownership
Funds ownership: 86.95% → 87.61% (+0.67%)
1% more capital invested
Capital invested by funds: $597M → $601M (+$3.77M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 60 → 55 (-5)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$7.38M |
| 2 |
WA
Wealth Architects
Mountain View,
California
|
+$3.26M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$2.04M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$1.78M |
| 5 |
CC
Courier Capital
Buffalo,
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$10.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.14M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.25M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$713K |
TDTF Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q3 2024, worth a combined $601M — up 0.63% from $597M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of TDTF and 4 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 17 added.
The largest buyer was Flow Traders U.S., adding an estimated $7.38M. The largest seller was Northern Trust, cutting an estimated $10.4M.
- 55 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q3 2024, down from 60 in Q2 2024.
- Funds reported $601M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q3 2024, up 0.63% quarter-over-quarter.
- 4 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q3 2024 and 8 closed out, a net change of -4 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $7.38M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2024.