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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

93 hedge funds and large institutions have $1.71B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

0% more ownership

Funds ownership: 94.1% → 94.11% (+0%)

2% less capital invested

Capital invested by funds: $1.75B → $1.71B (-$36.4M)

10% less funds holding

Funds holding: 103 → 93 (-10)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
22
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HB
Horizon Bancorp
Indiana
+$4.92M
2
BCM
Boltwood Capital Management
California
+$2.63M
3
Jane Street
Jane Street
New York
+$1.9M
4
BIA
Bell Investment Advisors
California
+$1.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$24.5M
2
Morgan Stanley
Morgan Stanley
New York
-$15.8M
3
KA
Klingman & Associates
New York
-$3.68M
4
Bank of America
Bank of America
North Carolina
-$2.5M
5
DAS
Dynamic Advisor Solutions
Arizona
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
101
Colonial River Investments
Virginia
– -$249K -10,561 Closed
PA
102
Pinnacle Associates
New York
– -$241K -10,190 Closed
CC
103
Courier Capital
New York
– -$211K -8,928 Closed
PCS
104
Private Client Services
Kentucky
– -$203K -8,594 Closed
Citigroup
105
Citigroup
New York
– -$145K -6,150 Closed
ASN
106
Advisory Services Network
Georgia
– -$94.5K -4,000 Closed
BL
107
BFSG LLC
California
– -$61.1K -2,586 Closed
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
– -$59.9K -2,534 Closed
SIS
109
Sound Income Strategies
Florida
– -$50.5K -2,137 Closed
CTC
110
Central Trust Company
Missouri
– -$35.9K -1,518 Closed
VAMG
111
Voisard Asset Management Group
Michigan
– -$29.5K -1,250 Closed
M
112
MOTCO
Texas
– -$20.8K -880 Closed
IA
113
IFP Advisors
Florida
– -$9K -381 Closed
AA
114
AlphaMark Advisors
Kentucky
– -$5K -200 Closed
1 2 3 4
5

TDTT Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2024, worth a combined $1.71B — down 2.1% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TDTT and 10 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 22 added.

The largest buyer was Horizon Bancorp, opening a new position worth an estimated $4.92M. The largest seller was Northern Trust, cutting an estimated $24.5M.

  • 93 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2024, down from 103 in Q4 2023.
  • Funds reported $1.71B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2024, down 2.1% quarter-over-quarter.
  • 10 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2024 and 20 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2024 was Horizon Bancorp, an estimated $4.92M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2024 was Northern Trust, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2024.