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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

106 hedge funds and large institutions have $368M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

3% more funds holding

Funds holding: 103 → 106 (+3)

1% more capital invested

Capital invested by funds: $365M → $368M (+$3.2M)

1.05% less ownership

Funds ownership: 89.45% → 88.4% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
14
Increased
37
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$477M
2
Wells Fargo
Wells Fargo
California
+$9.69M
3
Morgan Stanley
Morgan Stanley
New York
+$8.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.66M
5
CNBT
Cornerstone National Bank & Trust
Illinois
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.6M
2
CWM
Cabot Wealth Management
Massachusetts
-$4.24M
3
NFG
Norris Financial Group
South Carolina
-$961K
4
FTUS
Flow Traders U.S.
New York
-$817K
5
LPL Financial
LPL Financial
California
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$173K -$148K -5,658 -44%
SPIA
77
Steward Partners Investment Advisory
New York
$139K – – –
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$135K – – –
CT
79
Caldwell Trust
Florida
$126K – – –
HA
80
Herold Advisors
New York
$105K +$105K +4,044 New
HFA
81
HC Financial Advisors
California
$88K – – –
BBHC
82
Brown Brothers Harriman & Co
New York
$74K – – –
EWM
83
Endurance Wealth Management
Rhode Island
$65K – – –
PMFA
84
Plante Moran Financial Advisors
Michigan
$61K +$49.9K +1,914 +450%
HNWAG
85
High Net Worth Advisory Group
Florida
$52K – – –
BFC
86
Bedel Financial Consulting
Indiana
$39K – – –
CP
87
Castleview Partners
Texas
$32K -$454K -17,390 -93%
CB
88
CNB Bank
Pennsylvania
$32K -$22.6K -865 -41%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$31K +$31.3K +1,200 New
CWM
90
Cedar Wealth Management
California
$29K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
NFSG
92
Newbridge Financial Services Group
Florida
$21K – – –
PB
93
Pinnacle Bancorp
Nebraska
$19K -$313 -12 -2%
CFD
94
Creative Financial Designs
Indiana
$15K – – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$10.1K +389 +230%
FHA
96
First Horizon Advisors
Tennessee
$11K – – –
HNB
97
Huntington National Bank
Ohio
$10K – – –
OIA
98
Optimum Investment Advisors
Illinois
$10K – – –
CCM
99
Covington Capital Management
California
$9K – – –
KFI
100
Key Financial Inc
Pennsylvania
$9K – – –
1 2 3
4
5

TDTT Hedge Fund Activity: Q1 2022 in Review

106 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2022, worth a combined $368M — up 0.88% from $365M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDTT positions and 10 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Northern Trust, adding an estimated $477M. The largest seller was Jane Street, cutting an estimated $10.6M.

  • 106 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2022, up from 103 in Q4 2021.
  • Funds reported $368M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2022, up 0.88% quarter-over-quarter.
  • 14 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2022 and 10 closed out, a net change of +4 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2022 was Northern Trust, an estimated $477M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2022 was Jane Street, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.