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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

119 hedge funds and large institutions have $1.83B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.09% less ownership

Funds ownership: 91.18% → 91.09% (-0.09%)

1% less funds holding

Funds holding: 120 → 119 (-1)

3% less capital invested

Capital invested by funds: $1.89B → $1.83B (-$54.2M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
119
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
15
Increased
36
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
+$8.87M
2
AWS
AJ Wealth Strategies
New York
+$3.55M
3
BIA
Bell Investment Advisors
California
+$2.7M
4
LSPW
Lake Street Private Wealth
Illinois
+$2.51M
5
DWA
Delos Wealth Advisors
Texas
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$52.1M
2
Northern Trust
Northern Trust
Illinois
-$25.4M
3
PA
Pinnacle Associates
New York
-$10.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.22M
5
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
-$5.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
76
Courier Capital
New York
$266K -$11.9K -502 -4%
KIA
77
KLR Investment Advisors
Rhode Island
$257K +$2.25K +95 +0.9%
PA
78
Parallel Advisors
California
$256K – – –
HBT
79
Hills Bank & Trust
Iowa
$247K -$398K -16,749 -62%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$243K -$46.8K -1,973 -16%
3AM
81
3EDGE Asset Management
Florida
$238K -$52.1M -2,195,649 -100%
3LCM
82
3D/L Capital Management
Connecticut
$237K +$6.81K +287 +3%
CFG
83
Citizens Financial Group
Rhode Island
$222K +$218K +9,196 New
JWCA
84
J.W. Cole Advisors
Florida
$220K +$24 +1 +0%
CRWM
85
Castle Rock Wealth Management
California
$219K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$215K +$81.5K +3,432 +63%
US Bancorp
87
US Bancorp
Minnesota
$174K +$64.1K +2,702 +60%
CFB
88
Cullen/Frost Bankers
Texas
$111K -$147K -6,193 -57%
SPIA
89
Steward Partners Investment Advisory
New York
$106K – – –
NSIM
90
North Star Investment Management
Illinois
$103K – – –
ASN
91
Advisory Services Network
Georgia
$96.7K -$11.9K -500 -11%
AC
92
AlphaCore Capital
California
$96K +$94.2K +3,970 New
CT
93
Caldwell Trust
Florida
$88.8K – – –
HNB
94
Huntington National Bank
Ohio
$75K – – –
AAS
95
Ameritas Advisory Services
Nebraska
$71K +$69.7K +2,938 New
HCM
96
Hollencrest Capital Management
California
$46.5K +$45.7K +1,925 New
PTC
97
Private Trust Company
Ohio
$43.5K – – –
FHA
98
First Horizon Advisors
Tennessee
$39.6K – – –
IA
99
IFP Advisors
Florida
$37.6K -$36.6K -1,544 -50%
BAM
100
Belpointe Asset Management
Nevada
$36.9K – – –
2 3
4
5 6

TDTT Hedge Fund Activity: Q1 2023 in Review

119 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2023, worth a combined $1.83B — down 2.9% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TDTT positions and 14 closed out — a net gain of 1 holder — while 36 added to existing stakes and 44 trimmed.

The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $8.87M. The largest seller was 3EDGE Asset Management, cutting an estimated $52.1M.

  • 119 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2023, down from 120 in Q4 2022.
  • Funds reported $1.83B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2023, down 2.9% quarter-over-quarter.
  • 15 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2023 and 14 closed out, a net change of +1 holder.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2023 was Dynamic Advisor Solutions, an estimated $8.87M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2023 was 3EDGE Asset Management, an estimated $52.1M sold.

Based on aggregated 13F filings for Q1 2023.