FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
120 hedge funds and large institutions have $1.89B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 15 closing their positions.
378% more capital invested
Capital invested by funds: $394M → $1.89B (+$1.49B)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
3% more funds holding
Funds holding: 116 → 120 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.29% less ownership
Funds ownership: 91.47% → 91.18% (-0.29%)
56% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$52M |
| 2 |
KA
Klingman & Associates
New York
|
+$23.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$10.6M |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$6.34M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$92.7M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$40.6M |
| 3 |
PA
Pinnacle Associates
New York
|
-$8.59M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.92M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNB
126
Ledyard National Bank
| – | -$354K | -15,139 | Closed |
|
|
FFA
127
First Foundation Advisors
Irvine,
California
| – | -$318K | -13,590 | Closed |
|
128
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$235K | -10,061 | Closed |
|
|
IWC
129
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$234K | -9,997 | Closed |
|
|
LSA
130
Lion Street Advisors
Austin,
Texas
| – | -$232K | -9,883 | Closed |
|
|
CWA
131
Clarity Wealth Advisors
San Jose,
California
| – | -$210K | -9,020 | Closed |
|
132
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$155K | -6,597 | Closed |
|
|
EWM
133
Endurance Wealth Management
Providence,
Rhode Island
| – | -$58K | -2,500 | Closed |
|
|
SL
134
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$41K | -1,770 | Closed |
|
|
ACM
135
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$27.8K | -1,188 | Closed |
|
|
PB
136
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$12K | -534 | Closed |
|
137
William Blair & Company
Chicago,
Illinois
| – | -$3K | -144 | Closed |
|
TDTT Hedge Fund Activity: Q4 2022 in Review
120 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2022, worth a combined $1.89B — up 378% from $394M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TDTT positions and 15 closed out — a net gain of 10 holders — while 24 added to existing stakes and 55 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $52M. The largest seller was Northern Trust, cutting an estimated $92.7M.
- 120 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2022, up from 116 in Q3 2022.
- Funds reported $1.89B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2022, up 378% quarter-over-quarter.
- 25 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2022 and 15 closed out, a net change of +10 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2022 was 3EDGE Asset Management, an estimated $52M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2022 was Northern Trust, an estimated $92.7M sold.
Based on aggregated 13F filings for Q4 2022.