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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

86 hedge funds and large institutions have $301M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

38% more capital invested

Capital invested by funds: $219M → $301M (+$82.2M)

4% more funds holding

Funds holding: 83 → 86 (+3)

1.25% more ownership

Funds ownership: 89.48% → 90.73% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
27
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$11M
2
Jane Street
Jane Street
New York
+$10.2M
3
UBS Group
UBS Group
Switzerland
+$7.44M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.3M
5
Morgan Stanley
Morgan Stanley
New York
+$4.89M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$115M
2
CNBT
Cornerstone National Bank & Trust
Illinois
-$9.6M
3
Bank of America
Bank of America
North Carolina
-$2.85M
4
JIP
Jaffetilchin Investment Partners
Florida
-$678K
5
Wells Fargo
Wells Fargo
California
-$448K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
51
Courier Capital
New York
$349K -$5K -189 -1%
BB
52
Busey Bank
Illinois
$284K +$22K +833 +8%
SWA
53
SFMG Wealth Advisors
Texas
$263K – – –
PA
54
Parallel Advisors
California
$259K – – –
IF
55
IRON Financial
Illinois
$259K +$261K +9,861 New
FA
56
FMA Advisory
Pennsylvania
$256K +$257K +9,718 New
AIC
57
Archer Investment Corporation
Indiana
$241K – – –
IWC
58
Integrated Wealth Concepts
Massachusetts
$229K +$230K +8,714 New
IA
59
IFP Advisors
Florida
$187K +$188K +7,106 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$177K -$37.4K -1,414 -17%
PB
61
Pinnacle Bancorp
Nebraska
$172K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$141K – – –
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$137K – – –
CT
64
Caldwell Trust
Florida
$128K – – –
CB
65
CNB Bank
Pennsylvania
$113K -$1.35K -51 -1%
HFA
66
HC Financial Advisors
California
$92K – – –
GKWIM
67
Gerber Kawasaki Wealth & Investment Management
California
$90K +$91.2K +3,448 New
EVM
68
Eaton Vance Management
Massachusetts
$76K +$3.04K +115 +4%
EWM
69
Endurance Wealth Management
Rhode Island
$66K – – –
BFC
70
Bedel Financial Consulting
Indiana
$39K – – –
CWM
71
Cedar Wealth Management
California
$29K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$27K – – –
NFSG
73
Newbridge Financial Services Group
Florida
$21K – – –
LWM
74
Liberty Wealth Management
California
$20K +$423 +16 +2%
CFD
75
Creative Financial Designs
Indiana
$15K – – –
1 2
3
4

TDTT Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2021, worth a combined $301M — up 38% from $219M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TDTT positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $11M. The largest seller was Northern Trust, cutting an estimated $115M.

  • 86 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2021, up from 83 in Q2 2021.
  • Funds reported $301M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2021, up 38% quarter-over-quarter.
  • 12 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2021 and 7 closed out, a net change of +5 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2021 was LPL Financial, an estimated $11M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2021 was Northern Trust, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2021.