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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

101 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $1.65B → $1.87B (+$213M)

6% more funds holding

Funds holding: 95101 (+6)

2.2% more ownership

Funds ownership: 94.01%96.21% (+2.2%)

Holders
101
Holders Change
+6
Holders Change %
+6.32%
% of All Funds
1.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
19
Increased
34
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.62B +$229M +9,622,582 +16%
BIA
2
Bell Investment Advisors
California
$41.7M +$237K +9,955 +0.6%
WPA
3
West Paces Advisors
Georgia
$26.6M +$219K +9,216 +0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M +$3.93M +165,489 +20%
Morgan Stanley
5
Morgan Stanley
New York
$17.7M +$865K +36,395 +5%
BCM
6
Boltwood Capital Management
California
$13.3M +$657K +27,613 +5%
VA
7
Valmark Advisers
Ohio
$11.9M +$46.7K +1,965 +0.4%
5SA
8
5th Street Advisors
Connecticut
$10.2M +$10.3M +433,805 New
Wells Fargo
9
Wells Fargo
California
$8.96M +$7.23M +304,259 +402%
V
10
VeraBank
Texas
$8.53M +$390K +16,385 +5%
HB
11
Horizon Bancorp
Indiana
$8.47M -$2.26M -95,159 -21%
CNBT
12
Cornerstone National Bank & Trust
Illinois
$8.03M -$746K -31,389 -8%
MML Investors Services
13
MML Investors Services
Massachusetts
$7.73M +$656K +27,591 +9%
KA
14
Klingman & Associates
New York
$7.22M -$179K -7,509 -2%
DWA
15
Delos Wealth Advisors
Texas
$4.59M +$392K +16,496 +9%
LPL Financial
16
LPL Financial
California
$3.68M +$258K +10,832 +7%
LSPW
17
Lake Street Private Wealth
Illinois
$3.46M +$159K +6,702 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$3.25M +$3.28M +137,854 New
BWA
19
Burt Wealth Advisors
Maryland
$3.23M -$155K -6,525 -5%
FTUS
20
Flow Traders U.S.
New York
$2.64M +$450K +18,941 +20%
Raymond James Financial
21
Raymond James Financial
Florida
$2.23M +$2.25M +94,685 New
IA
22
IFG Advisory
Georgia
$2.12M -$2.7M -113,693 -56%
Bank of America
23
Bank of America
North Carolina
$2.05M -$581K -24,419 -22%
PNC
24
Park National Corp
Ohio
$1.89M +$780K +32,795 +69%
HIM
25
Hanlon Investment Management
New Jersey
$1.36M +$167K +7,045 +14%

TDTT Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) for Q4 2024, worth a combined $1.87B — up 13% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TDTT positions and 11 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Northern Trust, adding an estimated $229M. The largest seller was Deane Retirement Strategies, exiting entirely with an estimated $3.75M sold.

  • 101 institutional investors held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $1.87B of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock for Q4 2024, up 13% quarter-over-quarter.
  • 19 funds opened new FlexShares iBoxx 3-Year Target Duration TIPS Index Fund positions in Q4 2024 and 11 closed out, a net change of +8 holders.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund buyer in Q4 2024 was Northern Trust, an estimated $229M added.
  • The largest FlexShares iBoxx 3-Year Target Duration TIPS Index Fund seller in Q4 2024 was Deane Retirement Strategies, an estimated $3.75M sold.

Based on aggregated 13F filings for Q4 2024.