TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

Overview Fund Activity

100 hedge funds and large institutions have $1.82B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 17 closing their positions.

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
20
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.54B
2
Cerity Partners
2
Cerity Partners
New York
$13.9M
3
Jane Street
3
Jane Street
New York
$15.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$6.55M

Top Sellers

1
BIA
1
Bell Investment Advisors
California
$38.4M
2
HWP
2
Highline Wealth Partners
California
$586K
3
FTUS
3
Flow Traders U.S.
New York
$3.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.5M
5
WPA
5
West Paces Advisors
Georgia
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.88M +$838K +36,114 +81%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.84M -$939K -40,490 -34%
SFS
28
Sowell Financial Services
Arkansas
$1.76M -$32.6K -1,404 -2%
HIM
29
Hanlon Investment Management
New Jersey
$1.5M +$485K +20,927 +48%
TIA
30
Tiemann Investment Advisors
California
$1.48M -$196K -8,460 -12%
MA
31
MONECO Advisors
Connecticut
$1.46M -$51.8K -2,235 -3%
USB
32
Union Savings Bank
Connecticut
$1.44M -$129K -5,577 -8%
RSWM
33
Robertson Stephens Wealth Management
California
$1.35M -$21.8K -939 -2%
LB
34
Legacy Bridge
Iowa
$1.24M -$264K -11,368 -18%
HA
35
Herold Advisors
New York
$1.23M +$115K +4,946 +10%
BCM
36
Boltwood Capital Management
California
$1.2M -$493K -21,250 -29%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$968K -$113K -4,891 -10%
EAM
38
Empirical Asset Management
Massachusetts
$954K -$35.5K -1,529 -4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$786K +$35.5K +1,531 +5%
SFC
40
Strategic Financial Concepts
Texas
$779K -$26K -1,119 -3%
UBS Group
41
UBS Group
Switzerland
$769K -$875K -37,750 -53%
IFA
42
Interactive Financial Advisors
Illinois
$747K -$188K -8,111 -20%
VCM
43
Virtue Capital Management
Tennessee
$633K – – –
CRI
44
Colonial River Investments
Virginia
$616K -$229K -9,854 -27%
HWP
45
Highline Wealth Partners
California
$586K -$3.06M -132,073 -84%
FFN
46
Focus Financial Network
Minnesota
$570K -$80K -3,448 -12%
KA
47
Kovack Advisors
Florida
$510K – – –
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$505K -$125K -5,400 -20%
PCM
49
Passive Capital Management
Maryland
$436K – – –
SPW
50
Sonoma Private Wealth
California
$424K -$177K -7,622 -29%
1
2
3 4 5