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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

95 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $1.65B → $1.65B (-$321K)

0.75% less ownership

Funds ownership: 94.76%94.01% (-0.75%)

10% less funds holding

Funds holding: 10695 (-11)

42% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 45

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
95
Holders Change
-11
Holders Change %
-10.38%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
7
Increased
26
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$49.4K +$46.3K +1,948 +1,873%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$25K
PS
78
Principal Securities
Iowa
$24.1K
MA
79
Marquette Associates
Illinois
$23.7K -$2.09K -88 -8%
HI
80
Harbour Investments
Wisconsin
$18.1K +$17.6K +740 +6,167%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$15.5K -$26.9K -1,133 -64%
AF
82
Allworth Financial
California
$15.1K +$7.87K +331 +112%
VCM
83
Versant Capital Management
Arizona
$14K
KFI
84
Key Financial Inc
Pennsylvania
$11.6K
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$11.4K
OIA
86
Optimum Investment Advisors
Illinois
$9.45K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$8.22K +$119 +5 +1%
CA
88
Clearstead Advisors
Ohio
$7.55K
AWM
89
Activest Wealth Management
Florida
$7.54K +$71 +3 +1%
PA
90
PSI Advisors
Florida
$5.7K +$2.76K +116 +96%
CPG
91
Cornerstone Planning Group
New Jersey
$4.98K +$24 +1 +0.5%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$2.21K +$2.19K +92 New
USB
93
Union Savings Bank
Connecticut
$1.95K -$3.88K -163 -67%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$673 +$666 +28 New
TRCT
95
Tower Research Capital (TRC)
New York
$625 -$1.43K -60 -70%
HNB
96
Huntington National Bank
Ohio
$24
ES
97
ETF Store
Kansas
-$1.52M -64,335 Closed
Renaissance Technologies
98
Renaissance Technologies
New York
-$1.09M -46,000 Closed
FA
99
Fiducient Advisors
Illinois
-$888K -37,653 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-$755K -32,003 Closed

TDTT Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2024, worth a combined $1.65B — down 0.02% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TDTT and 7 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 26 added.

The largest buyer was Horizon Bancorp, adding an estimated $1.76M. The largest seller was Northern Trust, cutting an estimated $19M.

  • 95 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2024, down from 106 in Q2 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2024, down 0.02% quarter-over-quarter.
  • 7 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2024 and 17 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Horizon Bancorp, an estimated $1.76M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.