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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

103 hedge funds and large institutions have $365M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more capital invested

Capital invested by funds: $301M → $365M (+$63.2M)

20% more funds holding

Funds holding: 86 → 103 (+17)

1.29% less ownership

Funds ownership: 90.73% → 89.45% (-1.3%)

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
24
Increased
35
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.33M
2
Wells Fargo
Wells Fargo
California
+$7.57M
3
PA
Pinnacle Associates
New York
+$6.95M
4
Bank of America
Bank of America
North Carolina
+$6.81M
5
Jane Street
Jane Street
New York
+$6.71M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$10.4M
2
LPL Financial
LPL Financial
California
-$8.06M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
4
FTUS
Flow Traders U.S.
New York
-$1.32M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
F4L
26
Fortune 45 LLC
Louisiana
$2.38M +$2.39M +90,509 New
Renaissance Technologies
27
Renaissance Technologies
New York
$2.32M +$675K +25,600 +41%
MA
28
MONECO Advisors
Connecticut
$2.16M -$181K -6,868 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.13M +$2.14M +81,053 New
Osaic Holdings
30
Osaic Holdings
Arizona
$1.97M -$912K -34,593 -32%
RCA
31
Ranch Capital Advisors
Florida
$1.97M +$8.01K +304 +0.4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.91M -$44.5K -1,687 -2%
TIA
33
Tiemann Investment Advisors
California
$1.77M +$169K +6,423 +11%
EAM
34
Empirical Asset Management
Massachusetts
$1.51M +$1.52M +57,481 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.32M +$114K +4,315 +9%
ASN
36
Advisory Services Network
Georgia
$1.23M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.18M +$206K +7,825 +21%
IFA
38
Interactive Financial Advisors
Illinois
$1.11M +$158K +6,004 +17%
SW
39
SVB Wealth
Massachusetts
$994K +$996K +37,782 New
HBT
40
Hills Bank & Trust
Iowa
$920K -$27.3K -1,034 -3%
FTUS
41
Flow Traders U.S.
New York
$817K -$1.32M -50,034 -62%
CFS
42
Capital Financial Services
New York
$763K -$13.2K -500 -2%
PCM
43
Passive Capital Management
Maryland
$718K +$719K +27,274 New
LNC
44
Lincoln National Corp
Pennsylvania
$700K +$7.43K +282 +1%
IIC
45
Ironwood Investment Counsel
Arizona
$698K – – –
KA
46
Kovack Advisors
Florida
$671K – – –
PNC
47
Park National Corp
Ohio
$626K -$16.6K -628 -3%
NGA
48
Naples Global Advisors
Florida
$595K – – –
LNB
49
Ledyard National Bank
$572K -$22.8K -866 -4%
ECM
50
Evergreen Capital Management
Washington
$500K – – –
1
2
3 4 5

TDTT Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2021, worth a combined $365M — up 21% from $301M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TDTT positions and 6 closed out — a net gain of 18 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.33M. The largest seller was Northern Trust, cutting an estimated $10.4M.

  • 103 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $365M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2021, up 21% quarter-over-quarter.
  • 24 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2021 and 6 closed out, a net change of +18 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2021 was Royal Bank of Canada, an estimated $8.33M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2021 was Northern Trust, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.