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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

95 hedge funds and large institutions have $1.65B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% less capital invested

Capital invested by funds: $1.65B → $1.65B (-$321K)

0.75% less ownership

Funds ownership: 94.76% → 94.01% (-0.75%)

10% less funds holding

Funds holding: 106 → 95 (-11)

42% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 45

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
95
Holders Change
-11
Holders Change %
-10.38%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
26
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
Horizon Bancorp
Indiana
+$1.76M
2
BIA
Bell Investment Advisors
California
+$1.09M
3
BCM
Boltwood Capital Management
California
+$883K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$653K
5
WPA
West Paces Advisors
Georgia
+$481K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$19M
2
Jane Street
Jane Street
New York
-$3.8M
3
ES
ETF Store
Kansas
-$1.52M
4
DAS
Dynamic Advisor Solutions
Arizona
-$1.48M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.42B -$19M -801,215 -1%
BIA
2
Bell Investment Advisors
California
$42.3M +$1.09M +45,827 +3%
WPA
3
West Paces Advisors
Georgia
$26.9M +$481K +20,222 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.9M -$163K -6,855 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$17.2M -$993K -41,793 -6%
BCM
6
Boltwood Capital Management
California
$12.9M +$883K +37,159 +7%
VA
7
Valmark Advisers
Ohio
$12.1M -$102K -4,291 -0.8%
HB
8
Horizon Bancorp
Indiana
$10.9M +$1.76M +74,227 +20%
CNBT
9
Cornerstone National Bank & Trust
Illinois
$8.94M -$1.04M -43,770 -11%
V
10
VeraBank
Texas
$8.3M +$100K +4,212 +1%
KA
11
Klingman & Associates
New York
$7.54M -$680K -28,616 -8%
MML Investors Services
12
MML Investors Services
Massachusetts
$7.22M +$165K +6,936 +2%
IA
13
IFG Advisory
Georgia
$4.9M -$148K -6,232 -3%
DWA
14
Delos Wealth Advisors
Texas
$4.28M +$454K +19,103 +12%
DRS
15
Deane Retirement Strategies
Louisiana
$3.75M -$10.2K -430 -0.3%
LPL Financial
16
LPL Financial
California
$3.5M +$280K +11,773 +9%
BWA
17
Burt Wealth Advisors
Maryland
$3.44M -$47.3K -1,989 -1%
LSPW
18
Lake Street Private Wealth
Illinois
$3.36M +$316K +13,281 +10%
Bank of America
19
Bank of America
North Carolina
$2.68M -$583K -24,539 -18%
FTUS
20
Flow Traders U.S.
New York
$2.24M -$466K -19,602 -17%
RJA
21
Raymond James & Associates
Florida
$2.09M -$49.2K -2,071 -2%
DAS
22
Dynamic Advisor Solutions
Arizona
$2.06M -$1.48M -62,230 -42%
Wells Fargo
23
Wells Fargo
California
$1.82M -$28.3K -1,189 -2%
Cerity Partners
24
Cerity Partners
New York
$1.75M +$311K +13,082 +22%
Stifel Financial
25
Stifel Financial
Missouri
$1.73M -$62.1K -2,613 -4%
1
2 3 4 5

TDTT Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q3 2024, worth a combined $1.65B — down 0.02% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TDTT and 7 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 26 added.

The largest buyer was Horizon Bancorp, adding an estimated $1.76M. The largest seller was Northern Trust, cutting an estimated $19M.

  • 95 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q3 2024, down from 106 in Q2 2024.
  • Funds reported $1.65B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q3 2024, down 0.02% quarter-over-quarter.
  • 7 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q3 2024 and 17 closed out, a net change of -10 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q3 2024 was Horizon Bancorp, an estimated $1.76M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q3 2024 was Northern Trust, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.