FLEXSHARES TR (TDTF): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FLEXSHARES TR (TDTF)

72 + Investors. Track Smart Money conviction in TDTF. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TDTF

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added TDTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

72 hedge funds hold TDTF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

43 buying23 selling

Last quarter: 43 funds were net buyers (10 opened a brand new position + 33 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 9 → 6 → 16 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 19% new

39 out of 72 hedge funds have held TDTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~10 new funds/quarter

15 → 9 → 6 → 16 → 10 new funds/Q

New funds entering each quarter: 9 → 6 → 16 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 7% 1-2yr ■ 32% new

Of 72 current holders: 44 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

16 of 72 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TDTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	72	70	2.86%
13F Shares	29M	29M	2.15%
Total Value	$707M	$700M	0.93%
New Positions	10	16	-6
Increased Positions	33	28	+5
Closed Positions	8	6	+2
Reduced Positions	15	18	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

2.86%

13F Shares

29M

2.15%

Total Value

$707M

$700M

0.93%

New Positions

-6

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TDTF. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 21 institutional holders of TDTF — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Urban Wealth Management, LLC	1.96%	79,224	$1.9M
2	Blue Trust, Inc.	1.01%	3,668,817	$88.5M
3	Kendall Capital Management	0.96%	193,728	$4.7M
4	Yoder Wealth Management, Inc.	0.92%	84,000	$2.0M
5	Lynx Investment Advisory	0.38%	32,985	$795K
6	COURIER CAPITAL LLC	0.34%	253,310	$6.1M
7	BFSG, LLC	0.19%	84,200	$2.0M
8	Bell Investment Advisors, Inc	0.14%	36,160	$872K
9	Stratos Investment Management, LLC	0.04%	46,376	$1.1M
10	Investors Research Corp	0.04%	7,708	$186K
11	CAMBIENT FAMILY OFFICE, LLC	0.03%	9,544	$230K
12	Valmark Advisers, Inc.	0.01%	38,040	$917K
13	RFG Advisory, LLC	0.01%	17,938	$432K
14	Mosley Wealth Management	0.00%	355	$9K
15	Cambridge Investment Research Advisors, Inc.	0.00%	51,320	$1K
16	THRIVENT FINANCIAL FOR LUTHERANS	0.00%	48,833	$1K
17	Torren Management, LLC	0.00%	171	$4K
18	Kestra Advisory Services, LLC	0.00%	8,714	$210K
19	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	15,807	$381K
20	FIFTH THIRD BANCORP	0.00%	11,657	$281K
21	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	287	$7K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — FLEXSHARES TR (TDTF)

What does the Smart Money Trend signal show for TDTF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TDTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TDTF?

More buyers than sellers — 65% buying: Last quarter: 43 funds were net buyers (10 opened a brand new position + 33 added to an existing one). Only 23 were sellers (15 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TDTF holders?

Elite ownership — 66% AUM from top-100 funds: 16 of 72 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in TDTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TDTF?

54% of holders stayed for 2+ years: 39 out of 72 hedge funds have held TDTF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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FLEXSHARES TR (TDTF)

Smart Money Signals — TDTF

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 65% buying

Fewer new buyers each quarter (-6 vs last Q)

54% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Deep conviction — 61% of holders stayed 2+ years

Elite ownership — 66% AUM from top-100 funds

Hedge Fund Ownership: TDTF

Market Analysis: TDTF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TDTF

Hedge Fund Positioning: TDTF

Statistics: TDTF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FLEXSHARES TR (TDTF)

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