FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
65 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more funds holding
Funds holding: 54 → 65 (+11)
13% more capital invested
Capital invested by funds: $309M → $349M (+$40M)
0.14% less ownership
Funds ownership: 95.43% → 95.29% (-0.14%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$18.9M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$10M |
| 3 |
Jane Street
New York
|
+$4.46M |
| 4 |
VF
Virtu Financial
New York
|
+$3.88M |
| 5 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$52.1M |
| 2 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$8.55M |
| 3 |
WPA
West Paces Advisors
Atlanta,
Georgia
|
-$3.98M |
| 4 |
PA
Pinnacle Associates
New York
|
-$1.65M |
| 5 |
PWMAG
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
-$1.3M |
TDTT Hedge Fund Activity: Q4 2017 in Review
65 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2017, worth a combined $349M — up 13% from $309M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TDTT positions and 4 closed out — a net gain of 11 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $18.9M. The largest seller was Northern Trust, cutting an estimated $52.1M.
- 65 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2017, up from 54 in Q3 2017.
- Funds reported $349M of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
- 15 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2017 and 4 closed out, a net change of +11 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2017 was Valmark Advisers, an estimated $18.9M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2017 was Northern Trust, an estimated $52.1M sold.
Based on aggregated 13F filings for Q4 2017.