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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

112 hedge funds and large institutions have $374M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

6% more funds holding

Funds holding: 106 → 112 (+6)

1.2% more ownership

Funds ownership: 88.4% → 89.59% (+1.2%)

2% more capital invested

Capital invested by funds: $368M → $374M (+$5.84M)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.89%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
19
Increased
38
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$145M
2
FTUS
Flow Traders U.S.
New York
+$4.72M
3
BCM
Boltwood Capital Management
California
+$2.71M
4
CA
CoreCap Advisors
Michigan
+$2.68M
5
Bank of America
Bank of America
North Carolina
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$23.2M
2
Wells Fargo
Wells Fargo
California
-$10.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.91M
4
NFG
Norris Financial Group
South Carolina
-$2.75M
5
PA
Pinnacle Associates
New York
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
51
Fiducient Advisors
Illinois
$645K +$5.48K +216 +0.8%
Renaissance Technologies
52
Renaissance Technologies
New York
$638K -$2.91M -114,775 -82%
KA
53
Kovack Advisors
Florida
$608K +$50.7K +2,000 +9%
CRI
54
Colonial River Investments
Virginia
$608K +$622K +24,502 New
HI
55
Harbour Investments
Wisconsin
$600K +$613K +24,170 New
NGA
56
Naples Global Advisors
Florida
$561K – – –
CRWM
57
Castle Rock Wealth Management
California
$402K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$396K – – –
LNB
59
Ledyard National Bank
$392K -$71.8K -2,829 -15%
HIM
60
Hanlon Investment Management
New Jersey
$364K +$91.8K +3,619 +33%
EWM
61
Endowment Wealth Management
Wisconsin
$358K +$70.7K +2,786 +24%
HA
62
Herold Advisors
New York
$331K +$236K +9,305 +230%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$326K -$24.6K -970 -7%
SI
64
Saxon Interests
Texas
$326K – – –
NFG
65
Norris Financial Group
South Carolina
$319K -$2.75M -108,370 -89%
CC
66
Courier Capital
New York
$308K -$15.3K -605 -5%
SPC
67
Sigma Planning Corp
Michigan
$301K -$10.3K -406 -3%
Citadel Advisors
68
Citadel Advisors
Florida
$275K -$90.3K -3,561 -24%
AIC
69
Archer Investment Corporation
Indiana
$275K – – –
BB
70
Busey Bank
Illinois
$268K – – –
CWA
71
Clarity Wealth Advisors
California
$268K +$274K +10,807 New
MIAN
72
Mariner Independent Advisor Network
Kansas
$258K +$264K +10,395 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$257K +$263K +10,371 New
HighTower Advisors
74
HighTower Advisors
Illinois
$255K +$12.8K +504 +5%
PA
75
Parallel Advisors
California
$244K – – –
1 2
3
4 5

TDTT Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2022, worth a combined $374M — up 1.6% from $368M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDTT positions and 13 closed out — a net gain of 6 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Northern Trust, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $23.2M.

  • 112 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2022, up from 106 in Q1 2022.
  • Funds reported $374M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2022, up 1.6% quarter-over-quarter.
  • 19 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2022 and 13 closed out, a net change of +6 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2022 was Northern Trust, an estimated $145M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2022.