FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
103 hedge funds and large institutions have $1.75B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 49 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
1% more funds holding
Funds holding: 102 → 103 (+1)
0.56% more ownership
Funds ownership: 93.55% → 94.1% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $1.83B → $1.75B (-$84.8M)
63% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.8M |
| 2 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$5.49M |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$3.45M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$79.3M |
| 2 |
Jane Street
New York
|
-$13.6M |
| 3 |
Cerity Partners
New York
|
-$12.7M |
| 4 |
KA
Klingman & Associates
New York
|
-$7.96M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
TDTT Hedge Fund Activity: Q4 2023 in Review
103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2023, worth a combined $1.75B — down 4.6% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new TDTT positions and 19 closed out — a net gain of 2 holders — while 18 added to existing stakes and 49 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.8M. The largest seller was Northern Trust, cutting an estimated $79.3M.
- 103 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2023, up from 102 in Q3 2023.
- Funds reported $1.75B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2023, down 4.6% quarter-over-quarter.
- 21 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2023 and 19 closed out, a net change of +2 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $15.8M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2023 was Northern Trust, an estimated $79.3M sold.
Based on aggregated 13F filings for Q4 2023.