FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
67 hedge funds and large institutions have $652M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more funds holding
Funds holding: 55 → 67 (+12)
9% more capital invested
Capital invested by funds: $601M → $652M (+$51.5M)
1.44% more ownership
Funds ownership: 87.61% → 89.05% (+1.4%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$51.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$7.98M |
| 3 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$3.21M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.72M |
| 5 |
WA
Wealth Architects
Mountain View,
California
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$7.67M |
| 2 |
V
VeraBank
Henderson,
Texas
|
-$1.8M |
| 3 |
Morgan Stanley
New York
|
-$1.17M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$629K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$553K |
TDTF Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) for Q4 2024, worth a combined $652M — up 8.6% from $601M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TDTF positions and 6 closed out — a net gain of 13 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Blue Trust Inc, adding an estimated $51.8M. The largest seller was Flow Traders U.S., cutting an estimated $7.67M.
- 67 institutional investors held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) as of Q4 2024, up from 55 in Q3 2024.
- Funds reported $652M of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock for Q4 2024, up 8.6% quarter-over-quarter.
- 19 funds opened new FlexShares iBoxx 5-Year Target Duration TIPS Index Fund positions in Q4 2024 and 6 closed out, a net change of +13 holders.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund buyer in Q4 2024 was Blue Trust Inc, an estimated $51.8M added.
- The largest FlexShares iBoxx 5-Year Target Duration TIPS Index Fund seller in Q4 2024 was Flow Traders U.S., an estimated $7.67M sold.
Based on aggregated 13F filings for Q4 2024.