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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

106 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

14% more funds holding

Funds holding: 93 → 106 (+13)

0.65% more ownership

Funds ownership: 94.11% → 94.76% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less capital invested

Capital invested by funds: $1.71B → $1.65B (-$56.7M)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
24
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HB
Horizon Bancorp
Indiana
+$4.05M
2
DRS
Deane Retirement Strategies
Louisiana
+$3.68M
3
RVPG
Relative Value Partners Group
+$2.98M
4
BCM
Boltwood Capital Management
California
+$2.4M
5
FTUS
Flow Traders U.S.
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$54.8M
2
KA
Klingman & Associates
New York
-$2.84M
3
Bank of America
Bank of America
North Carolina
-$2.28M
4
ES
ETF Store
Kansas
-$1.25M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
101
Clean Yield Group
Vermont
$4.72K +$4.71K +200 New
PA
102
PSI Advisors
Florida
$2.85K +$2.85K +121 New
JP Morgan Chase
103
JP Morgan Chase
New York
$2.45K +$400 +17 +20%
TRCT
104
Tower Research Capital (TRC)
New York
$2.03K -$9.1K -387 -82%
CB
105
CNB Bank
Pennsylvania
$1.6K -$11.3K -482 -88%
HI
106
Harbour Investments
Wisconsin
$283 – – –
HNB
107
Huntington National Bank
Ohio
$24 – – –
ITIM
108
Indiana Trust & Investment Management
Indiana
– -$170K -7,156 Closed
Franklin Resources
109
Franklin Resources
California
– -$99.3K -4,181 Closed
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
– -$84.1K -3,540 Closed
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
– -$51.8K -2,183 Closed
APW
112
Atlantic Private Wealth
North Carolina
– -$46.3K -1,950 Closed
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
– -$44.3K -1,866 Closed
GI
114
Gradient Investments
Minnesota
– -$26 -1 Closed
1 2 3 4
5

TDTT Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2024, worth a combined $1.65B — down 3.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDTT positions and 7 closed out — a net gain of 13 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was Horizon Bancorp, adding an estimated $4.05M. The largest seller was Northern Trust, cutting an estimated $54.8M.

  • 106 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 20 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2024 was Horizon Bancorp, an estimated $4.05M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2024 was Northern Trust, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2024.