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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

116 hedge funds and large institutions have $394M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

6% more capital invested

Capital invested by funds: $374M → $394M (+$20.6M)

4% more funds holding

Funds holding: 112 → 116 (+4)

1.88% more ownership

Funds ownership: 89.59% → 91.47% (+1.9%)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
36
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$160M
2
AWS
AJ Wealth Strategies
New York
+$44.2M
3
SL
Systelligence LLC
Minnesota
+$8.5M
4
GT
Greenleaf Trust
Michigan
+$3.55M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$8.21M
3
LFAS
Level Four Advisory Services
Texas
-$4.89M
4
FTUS
Flow Traders U.S.
New York
-$4.62M
5
Stifel Financial
Stifel Financial
Missouri
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Archer Investment Corporation
Indiana
$259K – – –
HighTower Advisors
77
HighTower Advisors
Illinois
$252K +$11.8K +482 +5%
CFB
78
Cullen/Frost Bankers
Texas
$252K +$250K +10,174 +1,696%
3LCM
79
3D/L Capital Management
Connecticut
$251K +$263K +10,726 New
JWCA
80
J.W. Cole Advisors
Florida
$250K +$263K +10,712 New
PA
81
Parallel Advisors
California
$248K +$18.7K +760 +8%
MIAN
82
Mariner Independent Advisor Network
Kansas
$244K +$1.23K +50 +0.5%
Legacy Financial Group (Iowa)
83
Legacy Financial Group (Iowa)
Iowa
$235K -$1.8M -73,201 -88%
IWC
84
Integrated Wealth Concepts
Massachusetts
$234K +$245K +9,997 New
LSA
85
Lion Street Advisors
Texas
$232K +$243K +9,883 New
CWA
86
Clarity Wealth Advisors
California
$210K -$43.9K -1,787 -17%
BL
87
BFSG LLC
California
$210K – – –
IA
88
IFP Advisors
Florida
$173K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$155K -$92.6K -3,774 -36%
SPIA
90
Steward Partners Investment Advisory
New York
$125K – – –
CT
91
Caldwell Trust
Florida
$113K – – –
PTC
92
Private Trust Company
Ohio
$82K – – –
FHA
93
First Horizon Advisors
Tennessee
$67K +$60.3K +2,456 +596%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$62K +$64.7K +2,634 New
EWM
95
Endurance Wealth Management
Rhode Island
$58K – – –
BBHC
96
Brown Brothers Harriman & Co
New York
$53K -$20.5K -837 -27%
HNWAG
97
High Net Worth Advisory Group
Florida
$47K – – –
SL
98
Savior LLC
Massachusetts
$41K -$16.2K -659 -27%
CB
99
CNB Bank
Pennsylvania
$28K -$98 -4 -0.3%
RWA
100
RGT Wealth Advisors
Texas
$28K +$29K +1,180 New
2 3
4
5 6

TDTT Hedge Fund Activity: Q3 2022 in Review

116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2022, worth a combined $394M — up 5.5% from $374M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TDTT positions and 13 closed out — a net gain of 5 holders — while 36 added to existing stakes and 40 trimmed.

The largest buyer was Northern Trust, adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $11.3M.

  • 116 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2022, up from 112 in Q2 2022.
  • Funds reported $394M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2022, up 5.5% quarter-over-quarter.
  • 18 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2022 and 13 closed out, a net change of +5 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2022 was Northern Trust, an estimated $160M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2022 was Bank of America, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2022.