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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

101 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$213M)

6% more funds holding

Funds holding: 95101 (+6)

2.2% more ownership

Funds ownership: 94.01%96.21% (+2.2%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
34
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$90K
JP Morgan Chase
77
JP Morgan Chase
New York
$87.1K +$39K +1,642 +80%
Comerica Bank
78
Comerica Bank
Texas
$83.7K +$17.6K +742 +26%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$70.2K
Osaic Holdings
80
Osaic Holdings
Arizona
$66.1K +$119 +5 +0.2%
US Bancorp
81
US Bancorp
Minnesota
$37.5K -$14.1K -595 -27%
GBT
82
Grove Bank & Trust
Florida
$33.6K +$33.9K +1,424 New
MA
83
Marquette Associates
Illinois
$27.8K +$4.64K +195 +20%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$25K
HI
85
Harbour Investments
Wisconsin
$24.1K +$6.44K +271 +36%
PS
86
Principal Securities
Iowa
$23.6K
Jones Financial Companies
87
Jones Financial Companies
Missouri
$15.1K
VCM
88
Versant Capital Management
Arizona
$13.8K
OP
89
ORG Partners
Indiana
$12.2K +$12.3K +518 New
KFI
90
Key Financial Inc
Pennsylvania
$11.3K
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$11.2K
BONH
92
Bank of New Hampshire
New Hampshire
$10.3K +$10.3K +435 New
OIA
93
Optimum Investment Advisors
Illinois
$9.27K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$7.95K -$119 -5 -1%
WSFS
95
Wilmington Savings Fund Society
Delaware
$7.93K +$7.99K +336 New
AWM
96
Activest Wealth Management
Florida
$7.47K +$71 +3 +1%
AF
97
Allworth Financial
California
$7.03K -$7.87K -331 -53%
PA
98
PSI Advisors
Florida
$5.99K +$404 +17 +7%
CPG
99
Cornerstone Planning Group
New Jersey
$5.03K +$24 +1 +0.5%
AWM
100
AE Wealth Management
Kansas
$3.27K +$3.31K +139 New

TDTT Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDTT positions and 11 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $229M. The largest seller was Deane Retirement Strategies, exiting entirely with an estimated $3.75M sold.

  • 101 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $1.87B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 19 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2024 was Northern Trust, an estimated $229M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2024 was Deane Retirement Strategies, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2024.