FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
102 hedge funds and large institutions have $1.83B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 47 reducing their positions, and 18 closing their positions.
4% more capital invested
Capital invested by funds: $1.76B → $1.83B (+$72.4M)
0.71% more ownership
Funds ownership: 92.84% → 93.55% (+0.71%)
7% less funds holding
Funds holding: 110 → 102 (-8)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
57% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$103M |
| 2 |
Cerity Partners
New York
|
+$13.7M |
| 3 |
Jane Street
New York
|
+$13.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.89M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$8.35M |
| 2 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$3.08M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
| 4 |
Morgan Stanley
New York
|
-$1.92M |
| 5 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$1.73M |
TDTT Hedge Fund Activity: Q3 2023 in Review
102 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2023, worth a combined $1.83B — up 4.1% from $1.76B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of TDTT and 12 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 20 added.
The largest buyer was Northern Trust, adding an estimated $103M. The largest seller was Bell Investment Advisors, cutting an estimated $8.35M.
- 102 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2023, down from 110 in Q2 2023.
- Funds reported $1.83B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
- 12 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2023 and 18 closed out, a net change of -6 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2023 was Northern Trust, an estimated $103M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2023 was Bell Investment Advisors, an estimated $8.35M sold.
Based on aggregated 13F filings for Q3 2023.