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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

103 hedge funds and large institutions have $1.75B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more funds holding

Funds holding: 102 → 103 (+1)

0.56% more ownership

Funds ownership: 93.55% → 94.1% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $1.83B → $1.75B (-$84.8M)

63% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 49

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
18
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.8M
2
BCM
Boltwood Capital Management
California
+$5.49M
3
BWA
Burt Wealth Advisors
Maryland
+$3.45M
4
OMC
Old Mission Capital
Illinois
+$2M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$79.3M
2
Jane Street
Jane Street
New York
-$13.6M
3
Cerity Partners
Cerity Partners
New York
-$12.7M
4
KA
Klingman & Associates
New York
-$7.96M
5
Wells Fargo
Wells Fargo
California
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
26
Park National Corp
Ohio
$2.23M +$96.9K +4,162 +5%
OMC
27
Old Mission Capital
Illinois
$2.03M +$2M +85,748 New
Wells Fargo
28
Wells Fargo
California
$1.91M -$4.61M -197,853 -71%
Citadel Advisors
29
Citadel Advisors
Florida
$1.49M +$1.07M +45,927 +266%
MA
30
MONECO Advisors
Connecticut
$1.33M -$151K -6,475 -10%
Cerity Partners
31
Cerity Partners
New York
$1.32M -$12.7M -544,575 -91%
TIA
32
Tiemann Investment Advisors
California
$1.31M -$201K -8,621 -13%
HA
33
Herold Advisors
New York
$1.26M +$11.8K +505 +1%
FTUS
34
Flow Traders U.S.
New York
$1.13M -$2.03M -87,154 -65%
USB
35
Union Savings Bank
Connecticut
$1.09M -$367K -15,751 -25%
HIM
36
Hanlon Investment Management
New Jersey
$1.06M -$466K -20,019 -31%
LB
37
Legacy Bridge
Iowa
$1.04M -$218K -9,340 -17%
Renaissance Technologies
38
Renaissance Technologies
New York
$1.01M +$999K +42,900 New
GT
39
Greenleaf Trust
Michigan
$944K +$621K +26,673 +201%
EAM
40
Empirical Asset Management
Massachusetts
$937K -$34.2K -1,467 -4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$912K -$73.3K -3,146 -8%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$901K +$98.8K +4,242 +13%
UBS Group
43
UBS Group
Switzerland
$858K +$73.6K +3,161 +10%
FA
44
Fiducient Advisors
Illinois
$811K +$405K +17,381 +103%
Osaic Holdings
45
Osaic Holdings
Arizona
$769K -$1.09M -46,648 -59%
AC
46
AWM Capital
Arizona
$624K +$615K +26,408 New
BRWA
47
B. Riley Wealth Advisors
Florida
$586K +$578K +24,803 New
KA
48
Kovack Advisors
Florida
$520K – – –
Franklin Resources
49
Franklin Resources
California
$486K +$479K +20,584 New
GWM
50
Geneos Wealth Management
Colorado
$457K +$129K +5,550 +40%
1
2
3 4 5

TDTT Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2023, worth a combined $1.75B — down 4.6% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TDTT positions and 19 closed out — a net gain of 2 holders — while 18 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Northern Trust, cutting an estimated $79.3M.

  • 103 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $1.75B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2023, down 4.6% quarter-over-quarter.
  • 21 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2023 and 19 closed out, a net change of +2 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $15.8M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2023 was Northern Trust, an estimated $79.3M sold.

Based on aggregated 13F filings for Q4 2023.