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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

106 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

14% more funds holding

Funds holding: 93 → 106 (+13)

0.65% more ownership

Funds ownership: 94.11% → 94.76% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less capital invested

Capital invested by funds: $1.71B → $1.65B (-$56.7M)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
24
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HB
Horizon Bancorp
Indiana
+$4.05M
2
DRS
Deane Retirement Strategies
Louisiana
+$3.68M
3
RVPG
Relative Value Partners Group
+$2.98M
4
BCM
Boltwood Capital Management
California
+$2.4M
5
FTUS
Flow Traders U.S.
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$54.8M
2
KA
Klingman & Associates
New York
-$2.84M
3
Bank of America
Bank of America
North Carolina
-$2.28M
4
ES
ETF Store
Kansas
-$1.25M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.81M -$16.7K -709 -0.9%
Stifel Financial
27
Stifel Financial
Missouri
$1.76M -$37.7K -1,603 -2%
ES
28
ETF Store
Kansas
$1.52M -$1.25M -52,970 -45%
Cerity Partners
29
Cerity Partners
New York
$1.4M -$17.8K -757 -1%
PNC
30
Park National Corp
Ohio
$1.37M -$587K -24,958 -30%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.27M -$1.24M -52,854 -50%
HIM
32
Hanlon Investment Management
New Jersey
$1.22M +$79.8K +3,391 +7%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.09M +$750K +31,900 +226%
HA
34
Herold Advisors
New York
$1.03M – – –
MA
35
MONECO Advisors
Connecticut
$1.01M -$56.9K -2,420 -5%
TIA
36
Tiemann Investment Advisors
California
$1.01M -$114K -4,850 -10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$903K -$51.7K -2,199 -5%
FA
38
Fiducient Advisors
Illinois
$888K – – –
BRWA
39
B. Riley Wealth Advisors
Florida
$869K +$867K +36,856 New
EAM
40
Empirical Asset Management
Massachusetts
$857K -$87.9K -3,735 -9%
IFA
41
Interactive Financial Advisors
Illinois
$854K +$9.9K +421 +1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$835K +$577K +24,507 +225%
Citadel Advisors
43
Citadel Advisors
Florida
$755K +$273K +11,591 +57%
LIA
44
Lynx Investment Advisory
District of Columbia
$739K +$737K +31,325 New
GT
45
Greenleaf Trust
Michigan
$558K -$45K -1,914 -7%
OMC
46
Old Mission Capital
Illinois
$547K -$696K -29,582 -56%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$502K -$424K -18,018 -46%
NP
48
NorthRock Partners
Minnesota
$502K +$500K +21,263 New
WS
49
Wedbush Securities
California
$461K +$3.22K +137 +0.7%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$428K +$23.6K +1,003 +6%
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TDTT Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2024, worth a combined $1.65B — down 3.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDTT positions and 7 closed out — a net gain of 13 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was Horizon Bancorp, adding an estimated $4.05M. The largest seller was Northern Trust, cutting an estimated $54.8M.

  • 106 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 20 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2024 was Horizon Bancorp, an estimated $4.05M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2024 was Northern Trust, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2024.