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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

95 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $1.65B → $1.65B (-$321K)

0.75% less ownership

Funds ownership: 94.76%94.01% (-0.75%)

10% less funds holding

Funds holding: 10695 (-11)

42% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 45

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
95
Holders Change
-11
Holders Change %
-10.38%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
51
Freedom Investment Management
Connecticut
$348K -$642 -27 -0.2%
AIC
52
Archer Investment Corporation
Indiana
$345K
FWM
53
Forza Wealth Management
Florida
$337K
OWM
54
OneAscent Wealth Management
Alabama
$330K
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$307K -$22.2K -936 -7%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$306K -$1.19K -50 -0.4%
FFN
57
Focus Financial Network
Minnesota
$280K -$79.4K -3,340 -22%
HWP
58
Highline Wealth Partners
California
$274K -$42.7K -1,798 -14%
3AM
59
3EDGE Asset Management
Florida
$265K
FWM
60
FFT Wealth Management
Pennsylvania
$258K -$50.3K -2,115 -16%
PA
61
Parallel Advisors
California
$255K -$24 -1 -0%
UBS Group
62
UBS Group
Switzerland
$247K -$65.9K -2,774 -21%
PA
63
Pinnacle Associates
New York
$241K +$242K +10,190 New
ACM
64
Absolute Capital Management
Pennsylvania
$210K +$3.85K +162 +2%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$202K +$200K +8,394 New
EWM
66
Endowment Wealth Management
Wisconsin
$202K -$8.91K -375 -4%
CA
67
CoreCap Advisors
Michigan
$181K +$18.1K +763 +11%
CF
68
Centaurus Financial
California
$133K +$2.62K +110 +2%
SPIA
69
Steward Partners Investment Advisory
New York
$105K
CT
70
Caldwell Trust
Florida
$100K
William Blair & Company
71
William Blair & Company
Illinois
$91.8K -$5.11K -215 -5%
MPWT
72
MassMutual Private Wealth & Trust
Connecticut
$71.6K +$70.8K +2,977 New
Comerica Bank
73
Comerica Bank
Texas
$67.4K +$18.1K +761 +37%
Osaic Holdings
74
Osaic Holdings
Arizona
$67.3K -$56.7K -2,387 -46%
US Bancorp
75
US Bancorp
Minnesota
$52.5K -$111K -4,678 -68%

TDTT Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2024, worth a combined $1.65B — down 0.02% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TDTT and 7 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 26 added.

The largest buyer was Horizon Bancorp, adding an estimated $1.76M. The largest seller was Northern Trust, cutting an estimated $19M.

  • 95 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2024, down from 106 in Q2 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2024, down 0.02% quarter-over-quarter.
  • 7 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2024 and 17 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Horizon Bancorp, an estimated $1.76M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.