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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

103 hedge funds and large institutions have $1.75B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more funds holding

Funds holding: 102 → 103 (+1)

0.56% more ownership

Funds ownership: 93.55% → 94.1% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less capital invested

Capital invested by funds: $1.83B → $1.75B (-$84.8M)

63% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 49

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
18
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.8M
2
BCM
Boltwood Capital Management
California
+$5.49M
3
BWA
Burt Wealth Advisors
Maryland
+$3.45M
4
OMC
Old Mission Capital
Illinois
+$2M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$79.3M
2
Jane Street
Jane Street
New York
-$13.6M
3
Cerity Partners
Cerity Partners
New York
-$12.7M
4
KA
Klingman & Associates
New York
-$7.96M
5
Wells Fargo
Wells Fargo
California
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
AlphaMark Advisors
Kentucky
$5K – – –
JP Morgan Chase
102
JP Morgan Chase
New York
$2.58K +$2.54K +109 New
HI
103
Harbour Investments
Wisconsin
$283 – – –
HNB
104
Huntington National Bank
Ohio
$24 – – –
GI
105
Gradient Investments
Minnesota
$3 – – –
RSWM
106
Robertson Stephens Wealth Management
California
– -$1.35M -58,204 Closed
SFC
107
Strategic Financial Concepts
Texas
– -$779K -33,607 Closed
PCM
108
Passive Capital Management
Maryland
– -$436K -18,800 Closed
RCAG
109
Rehmann Capital Advisory Group
Michigan
– -$371K -15,987 Closed
RJFSA
110
Raymond James Financial Services Advisors
Florida
– -$356K -15,360 Closed
HighTower Advisors
111
HighTower Advisors
Illinois
– -$279K -11,992 Closed
SG
112
StoneX Group
New York
– -$262K -11,305 Closed
CA
113
CoreCap Advisors
Michigan
– -$249K -10,736 Closed
KIA
114
KLR Investment Advisors
Rhode Island
– -$257K -10,629 Closed
3LCM
115
3D/L Capital Management
Connecticut
– -$233K -10,062 Closed
CRWM
116
Castle Rock Wealth Management
California
– -$210K -9,130 Closed
JWCA
117
J.W. Cole Advisors
Florida
– -$212K -9,122 Closed
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
– -$211K -9,089 Closed
ACM
119
Arcataur Capital Management
Wisconsin
– -$206K -8,878 Closed
FPCP
120
Fort Point Capital Partners
California
– -$202K -8,696 Closed
GBT
121
Grove Bank & Trust
Florida
– -$131K -5,657 Closed
AC
122
AlphaCore Capital
California
– -$97K -4,183 Closed
Legacy Financial Group (Iowa)
123
Legacy Financial Group (Iowa)
Iowa
– -$36.5K -1,576 Closed
NFSG
124
Newbridge Financial Services Group
Florida
– -$18.6K -800 Closed
1 2 3 4
5

TDTT Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2023, worth a combined $1.75B — down 4.6% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TDTT positions and 19 closed out — a net gain of 2 holders — while 18 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Northern Trust, cutting an estimated $79.3M.

  • 103 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2023, up from 102 in Q3 2023.
  • Funds reported $1.75B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2023, down 4.6% quarter-over-quarter.
  • 21 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2023 and 19 closed out, a net change of +2 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $15.8M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2023 was Northern Trust, an estimated $79.3M sold.

Based on aggregated 13F filings for Q4 2023.