We are live on ! Find out more
TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

93 hedge funds and large institutions have $1.71B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

0% more ownership

Funds ownership: 94.1% → 94.11% (+0%)

2% less capital invested

Capital invested by funds: $1.75B → $1.71B (-$36.4M)

10% less funds holding

Funds holding: 103 → 93 (-10)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
22
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HB
Horizon Bancorp
Indiana
+$4.92M
2
BCM
Boltwood Capital Management
California
+$2.63M
3
Jane Street
Jane Street
New York
+$1.9M
4
BIA
Bell Investment Advisors
California
+$1.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$24.5M
2
Morgan Stanley
Morgan Stanley
New York
-$15.8M
3
KA
Klingman & Associates
New York
-$3.68M
4
Bank of America
Bank of America
North Carolina
-$2.5M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.84M -$75.1K -3,180 -4%
Stifel Financial
27
Stifel Financial
Missouri
$1.81M -$772K -32,687 -30%
Cerity Partners
28
Cerity Partners
New York
$1.43M +$100K +4,253 +8%
OMC
29
Old Mission Capital
Illinois
$1.25M -$779K -32,961 -38%
HIM
30
Hanlon Investment Management
New Jersey
$1.15M +$87K +3,681 +8%
TIA
31
Tiemann Investment Advisors
California
$1.13M -$184K -7,800 -14%
FTUS
32
Flow Traders U.S.
New York
$1.12M -$18.1K -765 -2%
MA
33
MONECO Advisors
Connecticut
$1.07M -$262K -11,099 -20%
HA
34
Herold Advisors
New York
$1.04M -$231K -9,778 -18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$961K +$44.1K +1,867 +5%
EAM
36
Empirical Asset Management
Massachusetts
$951K +$9.26K +392 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$933K -$1.51M -63,748 -62%
FA
38
Fiducient Advisors
Illinois
$894K +$78.7K +3,332 +10%
IFA
39
Interactive Financial Advisors
Illinois
$850K +$755K +31,969 +837%
Osaic Holdings
40
Osaic Holdings
Arizona
$657K -$116K -4,892 -15%
UBS Group
41
UBS Group
Switzerland
$657K -$205K -8,665 -24%
AC
42
AWM Capital
Arizona
$632K +$4.94K +209 +0.8%
GT
43
Greenleaf Trust
Michigan
$607K -$340K -14,391 -36%
Citadel Advisors
44
Citadel Advisors
Florida
$485K -$1.01M -42,801 -68%
WS
45
Wedbush Securities
California
$461K +$459K +19,423 New
CTWM
46
Cherry Tree Wealth Management
Minnesota
$413K – – –
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$407K -$497K -21,019 -55%
HWP
48
Highline Wealth Partners
California
$368K -$37.4K -1,583 -9%
VCM
49
Virtue Capital Management
Tennessee
$362K -$49.7K -2,102 -12%
FFN
50
Focus Financial Network
Minnesota
$356K -$7.32K -310 -2%
1
2
3 4 5

TDTT Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2024, worth a combined $1.71B — down 2.1% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TDTT and 10 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 22 added.

The largest buyer was Horizon Bancorp, opening a new position worth an estimated $4.92M. The largest seller was Northern Trust, cutting an estimated $24.5M.

  • 93 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2024, down from 103 in Q4 2023.
  • Funds reported $1.71B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 10 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2024 and 20 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2024 was Horizon Bancorp, an estimated $4.92M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2024 was Northern Trust, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2024.