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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

120 hedge funds and large institutions have $1.89B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more capital invested

Capital invested by funds: $394M → $1.89B (+$1.49B)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 116 → 120 (+4)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.29% less ownership

Funds ownership: 91.47% → 91.18% (-0.29%)

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 55

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
24
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$52M
2
KA
Klingman & Associates
New York
+$23.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$10.6M
4
BIA
Bell Investment Advisors
California
+$6.34M
5
FTUS
Flow Traders U.S.
New York
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$92.7M
2
AWS
AJ Wealth Strategies
New York
-$40.6M
3
PA
Pinnacle Associates
New York
-$8.59M
4
Bank of America
Bank of America
North Carolina
-$6.92M
5
UBS Group
UBS Group
Switzerland
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$4.21M +$1.54M +65,239 +57%
HWP
27
Highline Wealth Partners
California
$3.78M -$3.73M -158,118 -50%
Stifel Financial
28
Stifel Financial
Missouri
$3M -$83.2K -3,526 -3%
CG
29
Colony Group
Massachusetts
$2.69M -$2.36K -100 -0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.59M -$237K -10,024 -8%
BG
31
Benedetti & Gucer
Georgia
$2.54M – – –
CA
32
CoreCap Advisors
Michigan
$2.54M +$237K +10,051 +10%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.47M +$1.39K +59 +0.1%
BCM
34
Boltwood Capital Management
California
$2.33M -$140K -5,935 -6%
UBS Group
35
UBS Group
Switzerland
$2.3M -$6.3M -266,980 -73%
SFS
36
Sowell Financial Services
Arkansas
$2.27M +$180K +7,643 +9%
LB
37
Legacy Bridge
Iowa
$1.99M -$178K -7,550 -8%
PNC
38
Park National Corp
Ohio
$1.95M +$389K +16,501 +25%
AWS
39
AJ Wealth Strategies
New York
$1.84M -$40.6M -1,721,730 -96%
TIA
40
Tiemann Investment Advisors
California
$1.81M +$27.3K +1,157 +2%
MA
41
MONECO Advisors
Connecticut
$1.77M -$525K -22,241 -23%
HI
42
Harbour Investments
Wisconsin
$1.57M +$1M +42,423 +176%
GT
43
Greenleaf Trust
Michigan
$1.49M -$1.91M -80,905 -56%
EAM
44
Empirical Asset Management
Massachusetts
$1.38M -$109K -4,613 -7%
DWA
45
Delos Wealth Advisors
Texas
$1.21M -$2.66M -112,881 -69%
EWMCB
46
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.2M +$1.2M +50,841 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$1.12M -$2.66M -112,909 -70%
IFA
48
Interactive Financial Advisors
Illinois
$1.12M -$130K -5,515 -10%
SW
49
SVB Wealth
Massachusetts
$1.11M -$634K -26,874 -36%
SPW
50
Sonoma Private Wealth
California
$931K +$934K +39,581 New
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TDTT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2022, worth a combined $1.89B — up 378% from $394M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TDTT positions and 15 closed out — a net gain of 10 holders — while 24 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $52M. The largest seller was Northern Trust, cutting an estimated $92.7M.

  • 120 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2022, up from 116 in Q3 2022.
  • Funds reported $1.89B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2022, up 378% quarter-over-quarter.
  • 25 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2022 was 3EDGE Asset Management, an estimated $52M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2022 was Northern Trust, an estimated $92.7M sold.

Based on aggregated 13F filings for Q4 2022.