FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
116 hedge funds and large institutions have $394M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
6% more capital invested
Capital invested by funds: $374M → $394M (+$20.6M)
4% more funds holding
Funds holding: 112 → 116 (+4)
1.88% more ownership
Funds ownership: 89.59% → 91.47% (+1.9%)
10% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$160M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$44.2M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$8.5M |
| 4 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
+$3.55M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.21M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$4.89M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$4.62M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Jones Financial Companies
Des Peres,
Missouri
| – | -$25K | -1,000 | Closed |
|
|
PFGIA
127
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$16K | -653 | Closed |
|
|
MAM
128
Meeder Asset Management
Dublin,
Ohio
| – | -$8K | -308 | Closed |
|
129
JP Morgan Chase
New York
| – | -$5K | -200 | Closed |
|
|
GI
130
Gradient Investments
Arden Hills,
Minnesota
| – | -$466 | -19 | Closed |
|
TDTT Hedge Fund Activity: Q3 2022 in Review
116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2022, worth a combined $394M — up 5.5% from $374M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new TDTT positions and 13 closed out — a net gain of 5 holders — while 36 added to existing stakes and 40 trimmed.
The largest buyer was Northern Trust, adding an estimated $160M. The largest seller was Bank of America, cutting an estimated $11.3M.
- 116 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2022, up from 112 in Q2 2022.
- Funds reported $394M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2022, up 5.5% quarter-over-quarter.
- 18 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2022 and 13 closed out, a net change of +5 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2022 was Northern Trust, an estimated $160M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2022 was Bank of America, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2022.