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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

116 hedge funds and large institutions have $394M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

6% more capital invested

Capital invested by funds: $374M → $394M (+$20.6M)

4% more funds holding

Funds holding: 112 → 116 (+4)

1.88% more ownership

Funds ownership: 89.59% → 91.47% (+1.9%)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
36
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$160M
2
AWS
AJ Wealth Strategies
New York
+$44.2M
3
SL
Systelligence LLC
Minnesota
+$8.5M
4
GT
Greenleaf Trust
Michigan
+$3.55M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$8.21M
3
LFAS
Level Four Advisory Services
Texas
-$4.89M
4
FTUS
Flow Traders U.S.
New York
-$4.62M
5
Stifel Financial
Stifel Financial
Missouri
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$3.62M +$3.17M +129,275 +503%
GT
27
Greenleaf Trust
Michigan
$3.38M +$3.55M +144,427 New
LPL Financial
28
LPL Financial
California
$3.33M -$228K -9,305 -6%
Stifel Financial
29
Stifel Financial
Missouri
$3.06M -$2.94M -119,718 -48%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.81M +$508K +20,692 +21%
CG
31
Colony Group
Massachusetts
$2.68M +$230K +9,354 +9%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.66M +$1.03M +42,146 +59%
BG
33
Benedetti & Gucer
Georgia
$2.53M -$19.6K -800 -0.7%
BCM
34
Boltwood Capital Management
California
$2.46M -$43.6K -1,775 -2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.46M +$1.61M +65,631 +167%
CA
36
CoreCap Advisors
Michigan
$2.29M -$190K -7,754 -7%
MA
37
MONECO Advisors
Connecticut
$2.28M -$319 -13 -0%
LB
38
Legacy Bridge
Iowa
$2.16M -$77.3K -3,150 -3%
FFC
39
Fure Financial Corporation
Minnesota
$2.16M +$2.27M +92,287 New
SFS
40
Sowell Financial Services
Arkansas
$2.08M +$2.18M +88,889 New
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.95M -$14.5K -590 -0.7%
TIA
42
Tiemann Investment Advisors
California
$1.77M -$22.4K -914 -1%
SW
43
SVB Wealth
Massachusetts
$1.73M +$505K +20,575 +39%
PNC
44
Park National Corp
Ohio
$1.55M +$41.9K +1,705 +3%
EAM
45
Empirical Asset Management
Massachusetts
$1.48M -$105K -4,276 -6%
RCA
46
Ranch Capital Advisors
Florida
$1.39M -$223K -9,073 -13%
LAM
47
LFS Asset Management
California
$1.35M -$2.34M -95,302 -62%
US Bancorp
48
US Bancorp
Minnesota
$1.33M +$1.36M +55,340 +3,610%
IFA
49
Interactive Financial Advisors
Illinois
$1.24M -$77.6K -3,162 -6%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$705K -$51.5K -2,100 -7%
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TDTT Hedge Fund Activity: Q3 2022 in Review

116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2022, worth a combined $394M — up 5.5% from $374M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TDTT positions and 13 closed out — a net gain of 5 holders — while 36 added to existing stakes and 40 trimmed.

The largest buyer was Northern Trust, adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $11.3M.

  • 116 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2022, up from 112 in Q2 2022.
  • Funds reported $394M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2022, up 5.5% quarter-over-quarter.
  • 18 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2022 and 13 closed out, a net change of +5 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2022 was Northern Trust, an estimated $160M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2022 was Bank of America, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.