FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
119 hedge funds and large institutions have $1.83B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0.09% less ownership
Funds ownership: 91.18% → 91.09% (-0.09%)
1% less funds holding
Funds holding: 120 → 119 (-1)
3% less capital invested
Capital invested by funds: $1.89B → $1.83B (-$54.2M)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$8.87M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$3.55M |
| 3 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$2.7M |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$2.51M |
| 5 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$52.1M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$25.4M |
| 3 |
PA
Pinnacle Associates
New York
|
-$10.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.22M |
| 5 |
PWMAG
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
-$5.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Mercer Global Advisors
Denver,
Colorado
| – | -$686K | -29,157 | Closed |
|
|
NGA
127
Naples Global Advisors
Naples,
Florida
| – | -$391K | -16,606 | Closed |
|
|
DADC
128
D.A. Davidson & Co
Great Falls,
Montana
| – | -$333K | -14,166 | Closed |
|
|
CA
129
Continuum Advisory
Eagle,
Idaho
| – | -$320K | -13,614 | Closed |
|
130
HighTower Advisors
Chicago,
Illinois
| – | -$246K | -10,437 | Closed |
|
|
BL
131
BFSG LLC
Irvine,
California
| – | -$211K | -8,985 | Closed |
|
|
MG
132
Mather Group
Chicago,
Illinois
| – | -$208K | -8,832 | Closed |
|
|
HNWAG
133
High Net Worth Advisory Group
Naples,
Florida
| – | -$47K | -2,000 | Closed |
|
|
USCWA
134
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$11.9K | -506 | Closed |
|
|
AWM
135
Activest Wealth Management
Aventure,
Florida
| – | -$11.7K | -496 | Closed |
|
TDTT Hedge Fund Activity: Q1 2023 in Review
119 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2023, worth a combined $1.83B — down 2.9% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TDTT positions and 14 closed out — a net gain of 1 holder — while 36 added to existing stakes and 44 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $8.87M. The largest seller was 3EDGE Asset Management, cutting an estimated $52.1M.
- 119 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2023, down from 120 in Q4 2022.
- Funds reported $1.83B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2023, down 2.9% quarter-over-quarter.
- 15 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2023 and 14 closed out, a net change of +1 holder.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2023 was Dynamic Advisor Solutions, an estimated $8.87M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2023 was 3EDGE Asset Management, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2023.