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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

120 hedge funds and large institutions have $1.89B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more capital invested

Capital invested by funds: $394M → $1.89B (+$1.49B)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 116120 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.29% less ownership

Funds ownership: 91.47%91.18% (-0.29%)

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 55

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.93%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
25
Increased
24
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$781K -$2.87M -121,800 -79%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$686K +$688K +29,157 New
CFS
53
Capital Financial Services
New York
$682K
HIM
54
Hanlon Investment Management
New Jersey
$668K +$130K +5,528 +24%
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$663K -$47.2K -2,000 -7%
HBT
56
Hills Bank & Trust
Iowa
$634K -$7.08K -300 -1%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$625K +$627K +26,567 New
KA
58
Kovack Advisors
Florida
$600K -$23.6K -1,000 -4%
CRI
59
Colonial River Investments
Virginia
$557K -$81.2K -3,441 -13%
PCM
60
Passive Capital Management
Maryland
$507K -$133K -5,654 -21%
IFG
61
Independent Financial Group
California
$488K +$490K +20,750 New
HA
62
Herold Advisors
New York
$478K +$151K +6,405 +46%
VCM
63
Virtue Capital Management
Tennessee
$465K +$467K +19,772 New
NFG
64
Norris Financial Group
South Carolina
$437K +$138K +5,848 +46%
FA
65
Fiducient Advisors
Illinois
$398K -$107K -4,541 -21%
FHC
66
First Heartland Consultants
Missouri
$397K +$58.9K +2,495 +17%
NGA
67
Naples Global Advisors
Florida
$391K
OWM
68
OneAscent Wealth Management
Alabama
$372K +$373K +15,803 New
EWM
69
Endowment Wealth Management
Wisconsin
$365K +$1.37K +58 +0.4%
DADC
70
D.A. Davidson & Co
Montana
$333K -$79.1K -3,350 -19%
FWM
71
Forza Wealth Management
Florida
$329K +$330K +14,000 New
Cerity Partners
72
Cerity Partners
New York
$324K +$326K +13,794 New
CA
73
Continuum Advisory
Idaho
$320K +$321K +13,614 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$314K
SI
75
Saxon Interests
Texas
$310K

TDTT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2022, worth a combined $1.89B — up 378% from $394M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TDTT positions and 15 closed out — a net gain of 10 holders — while 24 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $52M. The largest seller was Northern Trust, cutting an estimated $92.7M.

  • 120 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2022, up from 116 in Q3 2022.
  • Funds reported $1.89B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2022, up 378% quarter-over-quarter.
  • 25 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2022 was 3EDGE Asset Management, an estimated $52M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2022 was Northern Trust, an estimated $92.7M sold.

Based on aggregated 13F filings for Q4 2022.