FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
86 hedge funds and large institutions have $301M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
38% more capital invested
Capital invested by funds: $219M → $301M (+$82.2M)
4% more funds holding
Funds holding: 83 → 86 (+3)
1.25% more ownership
Funds ownership: 89.48% → 90.73% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11M |
| 2 |
Jane Street
New York
|
+$10.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.3M |
| 5 |
Morgan Stanley
New York
|
+$4.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$115M |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$9.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.85M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$678K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$448K |
TDTT Hedge Fund Activity: Q3 2021 in Review
86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2021, worth a combined $301M — up 38% from $219M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TDTT positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was Northern Trust, cutting an estimated $115M.
- 86 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2021, up from 83 in Q2 2021.
- Funds reported $301M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2021, up 38% quarter-over-quarter.
- 12 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2021 and 7 closed out, a net change of +5 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2021 was LPL Financial, an estimated $11M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2021 was Northern Trust, an estimated $115M sold.
Based on aggregated 13F filings for Q3 2021.