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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

110 hedge funds and large institutions have $1.76B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.75% more ownership

Funds ownership: 91.09%92.84% (+1.7%)

4% less capital invested

Capital invested by funds: $1.83B → $1.76B (-$73.6M)

8% less funds holding

Funds holding: 119110 (-9)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

49% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 53

Holders
110
Holders Change
-9
Holders Change %
-7.56%
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
11
Increased
27
Reduced
53
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Virtue Capital Management
Tennessee
$633K -$356K -14,938 -36%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$627K +$635K +26,648 New
SPW
53
Sonoma Private Wealth
California
$609K -$75.6K -3,172 -11%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$538K -$642K -26,939 -54%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$523K -$84.3K -3,536 -14%
KA
56
Kovack Advisors
Florida
$518K
FHC
57
First Heartland Consultants
Missouri
$489K -$473K -19,861 -49%
PA
58
Pinnacle Associates
New York
$467K -$65.7K -2,756 -12%
TCWA
59
Ten Capital Wealth Advisors
Washington
$447K +$453K +19,000 New
PCM
60
Passive Capital Management
Maryland
$442K -$66.1K -2,774 -13%
FA
61
Fiducient Advisors
Illinois
$399K
RCAG
62
Rehmann Capital Advisory Group
Michigan
$371K +$10.2K +430 +3%
OWM
63
OneAscent Wealth Management
Alabama
$367K
EWM
64
Endowment Wealth Management
Wisconsin
$349K -$12K -503 -3%
PWMAG
65
Pinnacle Wealth Management Advisory Group
New Jersey
$347K -$63.5K -2,663 -15%
FWM
66
Forza Wealth Management
Florida
$329K
SW
67
SVB Wealth
Massachusetts
$295K -$133K -5,573 -31%
Cerity Partners
68
Cerity Partners
New York
$290K +$5.32K +223 +2%
HWAM
69
Hennion & Walsh Asset Management
New Jersey
$282K +$286K +11,981 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$275K -$32.8K -1,375 -11%
CA
71
CoreCap Advisors
Michigan
$273K +$277K +11,606 New
Mariner
72
Mariner
Kansas
$271K -$6.58K -276 -2%
AIC
73
Archer Investment Corporation
Indiana
$260K
CC
74
Courier Capital
New York
$253K -$6.53K -274 -2%
PA
75
Parallel Advisors
California
$250K

TDTT Hedge Fund Activity: Q2 2023 in Review

110 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2023, worth a combined $1.76B — down 4% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TDTT and 11 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 27 added.

The largest buyer was AJ Wealth Strategies, adding an estimated $5.94M. The largest seller was Northern Trust, cutting an estimated $16.9M.

  • 110 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2023, down from 119 in Q1 2023.
  • Funds reported $1.76B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2023, down 4% quarter-over-quarter.
  • 11 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2023 and 20 closed out, a net change of -9 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2023 was AJ Wealth Strategies, an estimated $5.94M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2023 was Northern Trust, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2023.