We are live on ! Find out more
TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

103 hedge funds and large institutions have $365M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $301M → $365M (+$63.2M)

20% more funds holding

Funds holding: 86103 (+17)

1.29% less ownership

Funds ownership: 90.73%89.45% (-1.3%)

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.59%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
24
Increased
35
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$467K +$74.3K +2,817 +19%
NB
52
Nicolet Bankshares
Wisconsin
$451K +$90K +3,415 +25%
SWA
53
Strategies Wealth Advisors
Michigan
$442K +$443K +16,802 New
CRWM
54
Castle Rock Wealth Management
California
$424K -$27.1K -1,029 -6%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$420K
JWCA
56
J.W. Cole Advisors
Florida
$404K +$405K +15,357 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$397K -$146K -5,524 -27%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$361K -$1.24M -46,872 -77%
Citadel Advisors
59
Citadel Advisors
Florida
$350K -$5.93M -224,920 -94%
SI
60
Saxon Interests
Texas
$344K +$346K +13,122 New
CC
61
Courier Capital
New York
$342K -$6.46K -245 -2%
IA
62
IFP Advisors
Florida
$336K +$149K +5,649 +79%
TCB
63
Texas Capital Bancshares
Texas
$285K +$286K +10,840 New
BB
64
Busey Bank
Illinois
$284K
EWM
65
Endowment Wealth Management
Wisconsin
$279K +$280K +10,604 New
SWA
66
SFMG Wealth Advisors
Texas
$263K
IF
67
IRON Financial
Illinois
$262K +$2.87K +109 +1%
IWC
68
Integrated Wealth Concepts
Massachusetts
$262K +$33.1K +1,254 +14%
PA
69
Parallel Advisors
California
$259K
HighTower Advisors
70
HighTower Advisors
Illinois
$257K +$257K +9,743 New
AIC
71
Archer Investment Corporation
Indiana
$241K
BSW
72
Buckingham Strategic Wealth
Missouri
$211K +$211K +8,007 New
SPIA
73
Steward Partners Investment Advisory
New York
$141K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$137K
CT
75
Caldwell Trust
Florida
$128K

TDTT Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2021, worth a combined $365M — up 21% from $301M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TDTT positions and 6 closed out — a net gain of 18 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $8.33M. The largest seller was Northern Trust, cutting an estimated $10.4M.

  • 103 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2021, up from 86 in Q3 2021.
  • Funds reported $365M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2021, up 21% quarter-over-quarter.
  • 24 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2021 and 6 closed out, a net change of +18 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2021 was Royal Bank of Canada, an estimated $8.33M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2021 was Northern Trust, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2021.