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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

24 hedge funds and large institutions have $305M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97.03% more ownership

Funds ownership: 0% → 97.03% (+97%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
Valmark Advisers
Ohio
$242M +$246M +9,758,898 New
TAT
2
TD Ameritrade Trust
Colorado
$27.3M +$27.8M +1,099,672 New
Northern Trust
3
Northern Trust
Illinois
$13.7M +$1.4B +55,329,097 New
Jane Street
4
Jane Street
New York
$6.22M +$6.32M +250,445 New
HBT
5
Hills Bank & Trust
Iowa
$4.65M +$4.73M +187,459 New
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$2.79M +$2.84M +112,287 New
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M +$2.4M +95,157 New
IFA
8
Interactive Financial Advisors
Illinois
$2.09M +$2.13M +84,346 New
Morgan Stanley
9
Morgan Stanley
New York
$1.1M +$1.12M +44,247 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$614K +$624K +24,727 New
Bank of America
11
Bank of America
North Carolina
$468K +$476K +18,844 New
Deutsche Bank
12
Deutsche Bank
Germany
$372K +$379K +15,013 New
FNBT
13
FineMark National Bank & Trust
Florida
$211K +$215K +8,505 New
U
14
UBS
Switzerland
$209K +$212K +8,407 New
Wells Fargo
15
Wells Fargo
California
$88K +$89.6K +3,549 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$53K +$53.8K +2,130 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$45K +$46.2K +1,828 New
WT
18
Whittier Trust
California
$36K +$36.8K +1,456 New
US Bancorp
19
US Bancorp
Minnesota
$34K +$34.4K +1,362 New
Citigroup
20
Citigroup
New York
$18K +$18.4K +728 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$12K +$12.6K +497 New
IFWM
22
Institute for Wealth Management
Colorado
$11K +$11.2K +443 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$10K +$10.6K +419 New
Ameriprise
24
Ameriprise
Minnesota
$6K +$5.93K +235 New
Invesco
25
Invesco
Georgia
$3K – – –

TDTT Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2013, worth a combined $305M.

Buyers outnumbered sellers: 24 funds opened new TDTT positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $305M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2013.
  • 24 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.