FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
69 hedge funds and large institutions have $142M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $128M → $142M (+$14M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
1% more funds holding
Funds holding: 68 → 69 (+1)
0.2% more ownership
Funds ownership: 93.6% → 93.8% (+0.2%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.79M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$2.57M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.16M |
| 4 |
WPA
West Paces Advisors
Atlanta,
Georgia
|
+$1.06M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$40.2M |
| 2 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.52M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$1.49M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.14M |
| 5 |
Jane Street
New York
|
-$901K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
76
Cedar Wealth Management
Walnut Creek,
California
| – | -$107K | -4,366 | Closed |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$23K | -954 | Closed |
|
TDTT Hedge Fund Activity: Q4 2019 in Review
69 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2019, worth a combined $142M — up 11% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TDTT positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.79M. The largest seller was Northern Trust, cutting an estimated $40.2M.
- 69 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2019, up from 68 in Q3 2019.
- Funds reported $142M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 9 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2019 and 6 closed out, a net change of +3 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2019 was Citadel Advisors, an estimated $2.79M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2019 was Northern Trust, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2019.