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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

47 hedge funds and large institutions have $460M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
15
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$13.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$8.75M
3
Jane Street
Jane Street
New York
+$2.34M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M
5
EK
Evensky & Katz
Florida
+$902K

Top Sellers

1
AFA
Arlington Financial Advisors
California
-$7.5M
2
Wells Fargo
Wells Fargo
California
-$5.93M
3
LPL Financial
LPL Financial
California
-$1.71M
4
NIA
Northstar Investment Advisors
Colorado
-$1.36M
5
NA
Nottingham Advisors
New York
-$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$374K +$374K +15,134 New
AFA
27
Arlington Financial Advisors
California
$358K -$7.5M -303,617 -95%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$254K -$3.14K -127 -1%
TIA
29
Tiemann Investment Advisors
California
$253K +$253K +10,246 New
CF
30
Centaurus Financial
California
$178K +$178K +7,201 New
SWP
31
Stratos Wealth Partners
Ohio
$118K +$118K +4,775 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$50K +$50K +2,018 New
LFG
33
LifePlan Financial Group
Ohio
$48K +$48K +1,948 New
Citigroup
34
Citigroup
New York
$32K – – –
William Blair & Company
35
William Blair & Company
Illinois
$29K +$29K +1,189 New
JWA
36
JFS Wealth Advisors
Pennsylvania
$24K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$24K +$24K +1,000 New
SWM
38
SeaCrest Wealth Management
New York
$13K – – –
VCM
39
Vigilant Capital Management
Maine
$9K – – –
AAM
40
Advisors Asset Management
Colorado
$9K +$9K +378 New
SWMG
41
Signature Wealth Management Group
Georgia
$7K – – –
CFD
42
Creative Financial Designs
Indiana
$6K +$6K +257 New
M
43
MOTCO
Texas
$3K – – –
SEI Investments
44
SEI Investments
Pennsylvania
$2K -$10.7K -434 -84%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
DWM
46
Destination Wealth Management
California
$2K +$2K +77 New
NIA
47
Northstar Investment Advisors
Colorado
– -$1.36M -54,461 Closed
NSIM
48
North Star Investment Management
Illinois
– -$7K -299 Closed
CAC
49
Certified Advisory Corp
Florida
– -$5K -205 Closed
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