FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
41 hedge funds and large institutions have $424M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.98% less ownership
Funds ownership: 98.88% → 96.9% (-2%)
2% less funds holding
Funds holding: 42 → 41 (-1)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
20% less capital invested
Capital invested by funds: $530M → $424M (-$106M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$17.1M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$4.13M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$1.45M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$1.43M |
| 5 |
JP Morgan Chase
New York
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$108M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.24M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$1.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.16M |
| 5 |
LPL Financial
San Diego,
California
|
-$690K |
TDTT Hedge Fund Activity: Q1 2015 in Review
41 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2015, worth a combined $424M — down 20% from $530M a quarter earlier.
Fund positioning in TDTT was balanced in Q1 2015: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 16 trimmed.
The largest buyer was Northern Trust, adding an estimated $17.1M. The largest seller was Deutsche Bank, exiting entirely with an estimated $108M sold.
- 41 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2015, down from 42 in Q4 2014.
- Funds reported $424M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2015, down 20% quarter-over-quarter.
- 5 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2015 and 5 closed out, a net change of 0 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2015 was Northern Trust, an estimated $17.1M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2015 was Deutsche Bank, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2015.