FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
93 hedge funds and large institutions have $1.71B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 20 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0% more ownership
Funds ownership: 94.1% → 94.11% (+0%)
2% less capital invested
Capital invested by funds: $1.75B → $1.71B (-$36.4M)
10% less funds holding
Funds holding: 103 → 93 (-10)
50% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 20
51% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
+$4.92M |
| 2 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$2.63M |
| 3 |
Jane Street
New York
|
+$1.9M |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$1.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$24.5M |
| 2 |
Morgan Stanley
New York
|
-$15.8M |
| 3 |
KA
Klingman & Associates
New York
|
-$3.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.5M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.64M |
TDTT Hedge Fund Activity: Q1 2024 in Review
93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q1 2024, worth a combined $1.71B — down 2.1% from $1.75B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of TDTT and 10 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 22 added.
The largest buyer was Horizon Bancorp, opening a new position worth an estimated $4.92M. The largest seller was Northern Trust, cutting an estimated $24.5M.
- 93 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q1 2024, down from 103 in Q4 2023.
- Funds reported $1.71B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q1 2024, down 2.1% quarter-over-quarter.
- 10 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q1 2024 and 20 closed out, a net change of -10 holders.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q1 2024 was Horizon Bancorp, an estimated $4.92M added.
- The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q1 2024 was Northern Trust, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2024.