FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
69 hedge funds and large institutions have $120M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 65 → 69 (+4)
6% more capital invested
Capital invested by funds: $113M → $120M (+$6.9M)
0.76% less ownership
Funds ownership: 94.12% → 93.37% (-0.76%)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$7.99M |
| 2 |
Jane Street
New York
|
+$4.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.59M |
| 4 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$1.58M |
| 5 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$3.35M |
| 2 |
NAS
Nicolet Advisory Services
Green Bay,
Wisconsin
|
-$1.93M |
| 3 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
-$1.85M |
| 4 |
LNB
Ledyard National Bank
|
-$1.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$866K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | -$1.95K | -76 | -99% |
|
TDTT Hedge Fund Activity: Q3 2020 in Review
69 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2020, worth a combined $120M — up 6.1% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TDTT positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Northern Trust, adding an estimated $7.99M. The largest seller was Summit Wealth & Retirement Planning, exiting entirely with an estimated $3.35M sold.
- 69 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2020, up from 65 in Q2 2020.
- Funds reported $120M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2020, up 6.1% quarter-over-quarter.
- 10 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2020 and 6 closed out, a net change of +4 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2020 was Northern Trust, an estimated $7.99M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2020 was Summit Wealth & Retirement Planning, an estimated $3.35M sold.
Based on aggregated 13F filings for Q3 2020.