We are live on ! Find out more
TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

106 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

14% more funds holding

Funds holding: 93106 (+13)

0.65% more ownership

Funds ownership: 94.11%94.76% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less capital invested

Capital invested by funds: $1.71B → $1.65B (-$56.7M)

45% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 44

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
24
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.41B -$54.8M -2,327,482 -4%
BIA
2
Bell Investment Advisors
California
$40.4M +$374K +15,878 +0.9%
WPA
3
West Paces Advisors
Georgia
$25.9M -$180K -7,649 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.7M +$620K +26,350 +3%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M +$853K +36,244 +5%
VA
6
Valmark Advisers
Ohio
$12M -$218K -9,279 -2%
BCM
7
Boltwood Capital Management
California
$11.8M +$2.4M +102,112 +26%
CNBT
8
Cornerstone National Bank & Trust
Illinois
$9.8M -$212K -8,999 -2%
HB
9
Horizon Bancorp
Indiana
$8.97M +$4.05M +171,983 +83%
KA
10
Klingman & Associates
New York
$8.07M -$2.84M -120,735 -26%
V
11
VeraBank
Texas
$8.04M +$126K +5,371 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$6.92M +$80.5K +3,421 +1%
IA
13
IFG Advisory
Georgia
$4.95M -$169K -7,178 -3%
Jane Street
14
Jane Street
New York
$4.55M +$310K +13,164 +7%
DWA
15
Delos Wealth Advisors
Texas
$3.75M +$168K +7,126 +5%
DRS
16
Deane Retirement Strategies
Louisiana
$3.66M +$3.68M +156,313 New
DAS
17
Dynamic Advisor Solutions
Arizona
$3.49M -$686K -29,153 -16%
BWA
18
Burt Wealth Advisors
Maryland
$3.43M -$53K -2,252 -2%
Bank of America
19
Bank of America
North Carolina
$3.2M -$2.28M -96,759 -42%
LPL Financial
20
LPL Financial
California
$3.15M +$21.1K +896 +0.7%
LSPW
21
Lake Street Private Wealth
Illinois
$2.99M +$154K +6,542 +5%
RVPG
22
Relative Value Partners Group
$2.99M +$2.98M +126,632 New
FTUS
23
Flow Traders U.S.
New York
$2.66M +$1.55M +65,771 +140%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$2.13M -$316K -13,445 -13%
RJA
25
Raymond James & Associates
Florida
$2.1M -$175K -7,447 -8%

TDTT Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q2 2024, worth a combined $1.65B — down 3.3% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TDTT positions and 7 closed out — a net gain of 13 holders — while 24 added to existing stakes and 44 trimmed.

The largest buyer was Horizon Bancorp, adding an estimated $4.05M. The largest seller was Northern Trust, cutting an estimated $54.8M.

  • 106 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 20 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q2 2024 was Horizon Bancorp, an estimated $4.05M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q2 2024 was Northern Trust, an estimated $54.8M sold.

Based on aggregated 13F filings for Q2 2024.