FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
38 hedge funds and large institutions have $416M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
12% more funds holding
Funds holding: 34 → 38 (+4)
3% more capital invested
Capital invested by funds: $405M → $416M (+$11.4M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 97.67% → 97.54% (-0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$88.7M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$9.45M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$8.04M |
| 4 |
Morgan Stanley
New York
|
+$2.52M |
| 5 |
LPL Financial
San Diego,
California
|
+$993K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.48M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$662K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$427K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$113K |
TDTT Hedge Fund Activity: Q3 2014 in Review
38 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2014, worth a combined $416M — up 2.8% from $405M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TDTT positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Northern Trust, adding an estimated $88.7M. The largest seller was Deutsche Bank, cutting an estimated $4.48M.
- 38 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2014, up from 34 in Q2 2014.
- Funds reported $416M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2014, up 2.8% quarter-over-quarter.
- 10 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2014 and 6 closed out, a net change of +4 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2014 was Northern Trust, an estimated $88.7M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2014 was Deutsche Bank, an estimated $4.48M sold.
Based on aggregated 13F filings for Q3 2014.