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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

101 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$213M)

6% more funds holding

Funds holding: 95101 (+6)

2.2% more ownership

Funds ownership: 94.01%96.21% (+2.2%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
34
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$1.31M -$407K -17,099 -24%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$1.24M -$436K -18,320 -26%
BI
28
Bolthouse Investments
California
$1.23M +$1.24M +52,214 New
Jane Street
29
Jane Street
New York
$970K +$200K +8,433 +26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$917K -$235K -9,865 -20%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$887K -$34.3K -1,442 -4%
TIA
32
Tiemann Investment Advisors
California
$802K +$82.7K +3,477 +11%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$794K -$463K -19,489 -37%
BRWA
34
B. Riley Wealth Advisors
Florida
$788K -$58.5K -2,461 -7%
FMI
35
F/M Investments
District of Columbia
$744K +$750K +31,528 New
MA
36
MONECO Advisors
Connecticut
$734K -$28.8K -1,210 -4%
TWA
37
Trace Wealth Advisors
California
$701K +$707K +29,726 New
LIA
38
Lynx Investment Advisory
District of Columbia
$686K -$182K -7,651 -21%
IFA
39
Interactive Financial Advisors
Illinois
$650K -$156K -6,549 -19%
EAM
40
Empirical Asset Management
Massachusetts
$645K +$34.8K +1,465 +6%
Stifel Financial
41
Stifel Financial
Missouri
$638K -$1.07M -44,829 -62%
DAS
42
Dynamic Advisor Solutions
Arizona
$567K -$1.47M -61,673 -72%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$485K +$187K +7,859 +62%
GT
44
Greenleaf Trust
Michigan
$428K -$76.3K -3,211 -15%
TSS
45
Two Sigma Securities
New York
$428K +$431K +18,132 New
WS
46
Wedbush Securities
California
$424K -$37.5K -1,579 -8%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$423K -$535K -22,521 -56%
CTWM
48
Cherry Tree Wealth Management
Minnesota
$412K +$31.5K +1,324 +8%
ASN
49
Advisory Services Network
Georgia
$386K
UBS Group
50
UBS Group
Switzerland
$386K +$145K +6,103 +60%

TDTT Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDTT positions and 11 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $229M. The largest seller was Deane Retirement Strategies, exiting entirely with an estimated $3.75M sold.

  • 101 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $1.87B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 19 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2024 was Northern Trust, an estimated $229M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2024 was Deane Retirement Strategies, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2024.