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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

95 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $1.65B → $1.65B (-$321K)

0.75% less ownership

Funds ownership: 94.76%94.01% (-0.75%)

10% less funds holding

Funds holding: 10695 (-11)

42% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 45

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
95
Holders Change
-11
Holders Change %
-10.38%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.71M -$459K -19,327 -21%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.28M -$14.8K -621 -1%
HIM
28
Hanlon Investment Management
New Jersey
$1.22M -$28.8K -1,212 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.17M +$653K +27,453 +129%
PNC
30
Park National Corp
Ohio
$1.14M -$248K -10,442 -18%
HA
31
Herold Advisors
New York
$1.03M -$23.1K -972 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$973K +$120K +5,061 +14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$939K +$18.7K +786 +2%
LIA
34
Lynx Investment Advisory
District of Columbia
$883K +$128K +5,402 +17%
BRWA
35
B. Riley Wealth Advisors
Florida
$863K -$23.2K -976 -3%
IFA
36
Interactive Financial Advisors
Illinois
$821K -$49.8K -2,094 -6%
Jane Street
37
Jane Street
New York
$786K -$3.8M -160,062 -83%
MA
38
MONECO Advisors
Connecticut
$778K -$248K -10,439 -24%
TIA
39
Tiemann Investment Advisors
California
$734K -$290K -12,219 -29%
EAM
40
Empirical Asset Management
Massachusetts
$622K -$248K -10,451 -29%
GT
41
Greenleaf Trust
Michigan
$514K -$54.5K -2,294 -10%
WS
42
Wedbush Securities
California
$470K
AC
43
AWM Capital
Arizona
$451K +$22.6K +951 +5%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$422K -$14.3K -601 -3%
CL
45
Choreo LLC
Illinois
$421K
HF
46
HRT Financial
New York
$394K +$390K +16,388 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$389K +$385K +16,176 New
CTWM
48
Cherry Tree Wealth Management
Minnesota
$388K
ASN
49
Advisory Services Network
Georgia
$386K
KA
50
Kovack Advisors
Florida
$361K -$47.5K -2,000 -12%

TDTT Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2024, worth a combined $1.65B — down 0.02% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TDTT and 7 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 26 added.

The largest buyer was Horizon Bancorp, adding an estimated $1.76M. The largest seller was Northern Trust, cutting an estimated $19M.

  • 95 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2024, down from 106 in Q2 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2024, down 0.02% quarter-over-quarter.
  • 7 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2024 and 17 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Horizon Bancorp, an estimated $1.76M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.