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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

120 hedge funds and large institutions have $1.89B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more capital invested

Capital invested by funds: $394M → $1.89B (+$1.49B)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

3% more funds holding

Funds holding: 116 → 120 (+4)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.29% less ownership

Funds ownership: 91.47% → 91.18% (-0.29%)

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 55

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.93%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
25
Increased
24
Reduced
55
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$52M
2
KA
Klingman & Associates
New York
+$23.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$10.6M
4
BIA
Bell Investment Advisors
California
+$6.34M
5
FTUS
Flow Traders U.S.
New York
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$92.7M
2
AWS
AJ Wealth Strategies
New York
-$40.6M
3
PA
Pinnacle Associates
New York
-$8.59M
4
Bank of America
Bank of America
North Carolina
-$6.92M
5
UBS Group
UBS Group
Switzerland
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
101
High Net Worth Advisory Group
Florida
$47K – – –
PTC
102
Private Trust Company
Ohio
$42K -$40.1K -1,700 -49%
FHA
103
First Horizon Advisors
Tennessee
$38.6K -$29K -1,228 -43%
BAM
104
Belpointe Asset Management
Nevada
$35.9K +$36.1K +1,528 New
CTC
105
Central Trust Company
Missouri
$35.7K +$35.8K +1,518 New
Bessemer Group
106
Bessemer Group
New Jersey
$31K -$437K -18,507 -93%
BBHC
107
Brown Brothers Harriman & Co
New York
$30K -$23.2K -982 -43%
CB
108
CNB Bank
Pennsylvania
$28.2K -$401 -17 -1%
KFI
109
Key Financial Inc
Pennsylvania
$24.1K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$23.5K -$38.5K -1,633 -62%
NFSG
111
Newbridge Financial Services Group
Florida
$18.8K – – –
CFD
112
Creative Financial Designs
Indiana
$13.3K – – –
USCWA
113
U.S. Capital Wealth Advisors
Texas
$11.9K +$11.9K +506 New
AWM
114
Activest Wealth Management
Florida
$11.7K +$71 +3 +0.6%
HNB
115
Huntington National Bank
Ohio
$9.43K – – –
OIA
116
Optimum Investment Advisors
Illinois
$9.24K – – –
BFEC
117
Benjamin F. Edwards & Company
Missouri
$9K – – –
GBT
118
Grove Bank & Trust
Florida
$6K +$5.64K +239 New
TRCT
119
Tower Research Capital (TRC)
New York
$6K +$6.39K +271 New
AA
120
AlphaMark Advisors
Kentucky
$5K – – –
FMP
121
Financial Management Professionals
Texas
$2K – – –
GI
122
Gradient Investments
Minnesota
$3 – – –
Bank of New York Mellon
123
Bank of New York Mellon
New York
– -$1.95M -83,317 Closed
RCA
124
Ranch Capital Advisors
Florida
– -$1.39M -59,396 Closed
LNC
125
Lincoln National Corp
Pennsylvania
– -$656K -28,079 Closed
2 3 4
5
6

TDTT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2022, worth a combined $1.89B — up 378% from $394M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TDTT positions and 15 closed out — a net gain of 10 holders — while 24 added to existing stakes and 55 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $52M. The largest seller was Northern Trust, cutting an estimated $92.7M.

  • 120 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2022, up from 116 in Q3 2022.
  • Funds reported $1.89B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2022, up 378% quarter-over-quarter.
  • 25 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2022 and 15 closed out, a net change of +10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2022 was 3EDGE Asset Management, an estimated $52M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2022 was Northern Trust, an estimated $92.7M sold.

Based on aggregated 13F filings for Q4 2022.