TDTF icon

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

52 hedge funds and large institutions have $539M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
19
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$77.2M
2
NIA
Northstar Investment Advisors
Colorado
+$4.3M
3
AFP
Ausdal Financial Partners
Iowa
+$1.81M
4
FNB
Farmers National Bank
Kentucky
+$795K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$632K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$4.86M
2
Jane Street
Jane Street
New York
-$1.24M
3
US Bancorp
US Bancorp
Minnesota
-$375K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$374K
5
AFA
Arlington Financial Advisors
California
-$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
NF
26
Nikulski Financial
Iowa
$530K +$530K +21,466 New
GTAM
27
Global Trust Asset Management
Florida
$488K +$3.82K +155 +0.8%
LC
28
Lourd Capital
California
$484K – – –
CB
29
Community Bank
New York
$436K – – –
TIA
30
Tiemann Investment Advisors
California
$292K +$38.6K +1,561 +15%
LPL Financial
31
LPL Financial
California
$276K -$146K -5,912 -35%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$254K – – –
CF
33
Centaurus Financial
California
$189K +$11.1K +451 +6%
WPA
34
West Paces Advisors
Georgia
$185K -$293K -11,880 -61%
AAM
35
Advisors Asset Management
Colorado
$51K +$41.6K +1,675 +443%
LFG
36
LifePlan Financial Group
Ohio
$48K – – –
BFC
37
Bedel Financial Consulting
Indiana
$32K +$32K +1,304 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$31K +$31K +1,253 New
William Blair & Company
39
William Blair & Company
Illinois
$29K – – –
JWA
40
JFS Wealth Advisors
Pennsylvania
$24K – – –
Citigroup
41
Citigroup
New York
$18K -$15K -596 -45%
SWM
42
SeaCrest Wealth Management
New York
$13K – – –
AA
43
Apriem Advisors
California
$12K +$12K +492 New
IA
44
IFP Advisors
Florida
$8K +$8K +332 New
SWMG
45
Signature Wealth Management Group
Georgia
$7K – – –
SEI Investments
46
SEI Investments
Pennsylvania
$5K +$3.02K +124 +153%
RFC
47
Regions Financial Corp
Alabama
$4K +$4K +170 New
M
48
MOTCO
Texas
$3K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PFBT
50
Parkside Financial Bank & Trust
Missouri
$2K +$2K +91 New
1
2
3