TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

Overview Fund Activity

101 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
18
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
BCM
2
Boltwood Capital Management
California
$6.79M
3
BWA
3
Burt Wealth Advisors
Maryland
$3.5M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.38M
5
OMC
5
Old Mission Capital
Illinois
$2.03M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.49B
2
Jane Street
2
Jane Street
New York
$2.34M
3
Cerity Partners
3
Cerity Partners
New York
$1.32M
4
KA
4
Klingman & Associates
New York
$14.6M
5
Wells Fargo
5
Wells Fargo
California
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$430K 18,184 -3,591 -16%
IFA
52
Interactive Financial Advisors
Illinois
$414K 3,820 -28,381 -88%
VCM
53
Virtue Capital Management
Tennessee
$411K 17,455 -9,679 -36%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$411K 17,400 +6,566 +61%
HWP
55
Highline Wealth Partners
California
$404K 17,094 -8,189 -32%
FFN
56
Focus Financial Network
Minnesota
$365K 15,463 -9,109 -37%
SPW
57
Sonoma Private Wealth
California
$344K 14,564 -3,699 -20%
OWM
58
OneAscent Wealth Management
Alabama
$342K 14,460 -474 -3%
FIM
59
Freedom Investment Management
Connecticut
$338K 14,322 +14,322 New
SFS
60
Sowell Financial Services
Arkansas
$334K 14,139 -61,624 -81%
FWM
61
Forza Wealth Management
Florida
$331K 14,000 – –
FWM
62
FFT Wealth Management
Pennsylvania
$303K 12,834 – –
AIC
63
Archer Investment Corporation
Indiana
$279K 11,820 +755 +7%
EWM
64
Endowment Wealth Management
Wisconsin
$272K 11,495 -2,588 -18%
3AM
65
3EDGE Asset Management
Florida
$261K 11,035 +11,035 New
PA
66
Parallel Advisors
California
$251K 10,608 +1 +0%
CRI
67
Colonial River Investments
Virginia
$249K 10,561 -15,987 -60%
PA
68
Pinnacle Associates
New York
$241K 10,190 -4,023 -28%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$216K 9,147 +43 +0.5%
CC
70
Courier Capital
New York
$211K 8,928 -313 -3%
PCS
71
Private Client Services
Kentucky
$203K 8,594 +8,594 New
Citigroup
72
Citigroup
New York
$145K 6,150 +6,150 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$123K 5,215 – –
US Bancorp
74
US Bancorp
Minnesota
$119K 5,020 -1,833 -27%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$109K 4,630 -647 -12%
1 2
3
4 5