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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

106 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

14% more funds holding

Funds holding: 93106 (+13)

0.65% more ownership

Funds ownership: 94.11%94.76% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $1.71B → $1.65B (-$56.7M)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
24
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$420K +$419K +17,815 New
AC
52
AWM Capital
Arizona
$420K -$208K -8,827 -33%
CL
53
Choreo LLC
Illinois
$410K +$411K +17,487 New
KA
54
Kovack Advisors
Florida
$401K +$400K +17,000 New
ASN
55
Advisory Services Network
Georgia
$386K +$385K +16,371 New
CTWM
56
Cherry Tree Wealth Management
Minnesota
$380K -$29.9K -1,272 -7%
FFN
57
Focus Financial Network
Minnesota
$355K -$3.55K -151 -1%
FIM
58
Freedom Investment Management
Connecticut
$342K +$8.47K +360 +3%
VCM
59
Virtue Capital Management
Tennessee
$339K -$23.4K -994 -6%
AIC
60
Archer Investment Corporation
Indiana
$338K
FWM
61
Forza Wealth Management
Florida
$330K
OWM
62
OneAscent Wealth Management
Alabama
$324K -$4.4K -187 -1%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$323K -$15.8K -671 -5%
HWP
64
Highline Wealth Partners
California
$312K -$54.2K -2,302 -15%
UBS Group
65
UBS Group
Switzerland
$307K -$344K -14,641 -53%
FWM
66
FFT Wealth Management
Pennsylvania
$303K
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$301K +$50.6K +2,151 +20%
3AM
68
3EDGE Asset Management
Florida
$260K
PA
69
Parallel Advisors
California
$250K
EWM
70
Endowment Wealth Management
Wisconsin
$207K -$11K -469 -5%
ACM
71
Absolute Capital Management
Pennsylvania
$202K +$202K +8,572 New
US Bancorp
72
US Bancorp
Minnesota
$162K +$53.3K +2,267 +49%
CA
73
CoreCap Advisors
Michigan
$160K -$17.1K -728 -10%
GWM
74
Geneos Wealth Management
Colorado
$129K -$172K -7,330 -57%
CF
75
Centaurus Financial
California
$128K +$127K +5,410 New

TDTT Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2024, worth a combined $1.65B — down 3.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDTT positions and 7 closed out — a net gain of 13 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was Horizon Bancorp, adding an estimated $4.05M. The largest seller was Northern Trust, cutting an estimated $54.8M.

  • 106 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 20 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2024 was Horizon Bancorp, an estimated $4.05M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2024 was Northern Trust, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2024.