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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

119 hedge funds and large institutions have $1.83B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.09% less ownership

Funds ownership: 91.18% → 91.09% (-0.09%)

1% less funds holding

Funds holding: 120 → 119 (-1)

3% less capital invested

Capital invested by funds: $1.89B → $1.83B (-$54.2M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
15
Increased
36
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
+$8.87M
2
AWS
AJ Wealth Strategies
New York
+$3.55M
3
BIA
Bell Investment Advisors
California
+$2.7M
4
LSPW
Lake Street Private Wealth
Illinois
+$2.51M
5
DWA
Delos Wealth Advisors
Texas
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$52.1M
2
Northern Trust
Northern Trust
Illinois
-$25.4M
3
PA
Pinnacle Associates
New York
-$10.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
51
Independent Financial Group
California
$773K +$267K +11,250 +54%
SPW
52
Sonoma Private Wealth
California
$702K -$250K -10,524 -27%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$688K +$7.12K +300 +1%
FFN
54
Focus Financial Network
Minnesota
$684K +$672K +28,302 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$623K -$523K -22,038 -46%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$592K +$370K +15,571 +174%
PA
57
Pinnacle Associates
New York
$546K -$10.3M -433,961 -95%
KA
58
Kovack Advisors
Florida
$532K -$83.1K -3,500 -14%
PCM
59
Passive Capital Management
Maryland
$521K – – –
HA
60
Herold Advisors
New York
$506K +$14.3K +603 +3%
SW
61
SVB Wealth
Massachusetts
$438K -$686K -28,882 -61%
PWMAG
62
Pinnacle Wealth Management Advisory Group
New Jersey
$420K -$5.05M -212,855 -92%
FA
63
Fiducient Advisors
Illinois
$409K – – –
OWM
64
OneAscent Wealth Management
Alabama
$377K -$4.68K -197 -1%
EWM
65
Endowment Wealth Management
Wisconsin
$371K -$4.77K -201 -1%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$371K +$51.9K +2,188 +17%
FWM
67
Forza Wealth Management
Florida
$338K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$322K – – –
SI
69
Saxon Interests
Texas
$317K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$313K +$16K +676 +6%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$308K +$202K +8,500 +200%
Cerity Partners
72
Cerity Partners
New York
$292K -$40.3K -1,696 -12%
SPC
73
Sigma Planning Corp
Michigan
$288K +$1.71K +72 +0.6%
Mariner
74
Mariner
Kansas
$285K +$21.1K +888 +8%
AIC
75
Archer Investment Corporation
Indiana
$267K – – –
1 2
3
4 5

TDTT Hedge Fund Activity: Q1 2023 in Review

119 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2023, worth a combined $1.83B — down 2.9% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDTT positions and 14 closed out — a net gain of 1 holder — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $8.87M. The largest seller was 3EDGE Asset Management, cutting an estimated $52.1M.

  • 119 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.83B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 15 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2023 and 14 closed out, a net change of +1 holder.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2023 was Dynamic Advisor Solutions, an estimated $8.87M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2023 was 3EDGE Asset Management, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2023.