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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

101 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$213M)

6% more funds holding

Funds holding: 95 → 101 (+6)

2.2% more ownership

Funds ownership: 94.01% → 96.21% (+2.2%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
34
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$229M
2
5SA
5th Street Advisors
Connecticut
+$10.3M
3
Wells Fargo
Wells Fargo
California
+$7.23M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.93M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.28M

Top Sellers

Rank Fund Capital Flow
1
DRS
Deane Retirement Strategies
Louisiana
-$3.75M
2
IA
IFG Advisory
Georgia
-$2.7M
3
HB
Horizon Bancorp
Indiana
-$2.26M
4
DAS
Dynamic Advisor Solutions
Arizona
-$1.47M
5
Stifel Financial
Stifel Financial
Missouri
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$381K -$33.2K -1,397 -8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$379K +$382K +16,046 New
MEAC
53
M.E. Allison & Co
Texas
$376K +$379K +15,959 New
CL
54
Choreo LLC
Illinois
$354K -$59.1K -2,487 -14%
KA
55
Kovack Advisors
Florida
$354K – – –
FIM
56
Freedom Investment Management
Connecticut
$341K -$547 -23 -0.2%
AIC
57
Archer Investment Corporation
Indiana
$338K – – –
FWM
58
Forza Wealth Management
Florida
$330K – – –
CFB
59
Cullen/Frost Bankers
Texas
$320K +$323K +13,575 New
HF
60
Holcombe Financial
Georgia
$309K +$312K +13,113 New
AC
61
AWM Capital
Arizona
$302K -$141K -5,924 -32%
FFN
62
Focus Financial Network
Minnesota
$270K -$4.87K -205 -2%
HWP
63
Highline Wealth Partners
California
$269K – – –
CA
64
CoreCap Advisors
Michigan
$264K +$86.5K +3,637 +48%
FWM
65
FFT Wealth Management
Pennsylvania
$253K – – –
PA
66
Parallel Advisors
California
$250K – – –
OWM
67
OneAscent Wealth Management
Alabama
$246K -$78.4K -3,298 -24%
ACM
68
Absolute Capital Management
Pennsylvania
$241K +$35.1K +1,478 +17%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$214K -$87.6K -3,686 -29%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$202K +$204K +8,573 New
EWA
71
EP Wealth Advisors
California
$163K +$165K +6,926 New
CF
72
Centaurus Financial
California
$148K +$18K +755 +14%
MCM
73
MAI Capital Management
Ohio
$112K +$113K +4,737 New
CT
74
Caldwell Trust
Florida
$105K +$6.25K +263 +6%
SPIA
75
Steward Partners Investment Advisory
New York
$103K – – –
1 2
3
4 5

TDTT Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDTT positions and 11 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $229M. The largest seller was Deane Retirement Strategies, exiting entirely with an estimated $3.75M sold.

  • 101 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $1.87B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 19 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2024 was Northern Trust, an estimated $229M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2024 was Deane Retirement Strategies, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2024.