FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
95 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less capital invested
Capital invested by funds: $1.65B → $1.65B (-$321K)
0.75% less ownership
Funds ownership: 94.76% → 94.01% (-0.75%)
10% less funds holding
Funds holding: 106 → 95 (-11)
42% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 45
59% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
+$1.76M |
| 2 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$1.09M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$883K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$653K |
| 5 |
WPA
West Paces Advisors
Atlanta,
Georgia
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$19M |
| 2 |
Jane Street
New York
|
-$3.8M |
| 3 |
ES
ETF Store
Overland Park,
Kansas
|
-$1.52M |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.48M |
| 5 |
Renaissance Technologies
New York
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
101
Old Mission Capital
Chicago,
Illinois
| – | -$547K | -23,205 | Closed |
|
|
NP
102
NorthRock Partners
Minneapolis,
Minnesota
| – | -$502K | -21,263 | Closed |
|
|
ZIM
103
Zacks Investment Management
Chicago,
Illinois
| – | -$420K | -17,815 | Closed |
|
|
VCM
104
Virtue Capital Management
Brentwood,
Tennessee
| – | -$339K | -14,359 | Closed |
|
|
GWM
105
Geneos Wealth Management
Englewood,
Colorado
| – | -$129K | -5,473 | Closed |
|
|
AAM
106
Advisors Asset Management
Monument,
Colorado
| – | -$84.7K | -3,590 | Closed |
|
|
HCM
107
Hollencrest Capital Management
Newport Beach,
California
| – | -$83.4K | -3,536 | Closed |
|
|
MG
108
Mather Group
Chicago,
Illinois
| – | -$13.3K | -561 | Closed |
|
|
ETS
109
ESL Trust Services
Rochester,
New York
| – | -$9.44K | -400 | Closed |
|
|
BBHC
110
Brown Brothers Harriman & Co
New York
| – | -$5.24K | -222 | Closed |
|
111
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -216 | Closed |
|
|
CYG
112
Clean Yield Group
Norwich,
Vermont
| – | -$4.72K | -200 | Closed |
|
|
CB
113
CNB Bank
Clearfield,
Pennsylvania
| – | -$1.6K | -68 | Closed |
|
TDTT Hedge Fund Activity: Q3 2024 in Review
95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2024, worth a combined $1.65B — down 0.02% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of TDTT and 7 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 26 added.
The largest buyer was Horizon Bancorp, adding an estimated $1.76M. The largest seller was Northern Trust, cutting an estimated $19M.
- 95 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2024, down from 106 in Q2 2024.
- Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2024, down 0.02% quarter-over-quarter.
- 7 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2024 and 17 closed out, a net change of -10 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Horizon Bancorp, an estimated $1.76M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2024.