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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

49 hedge funds and large institutions have $542M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
21
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$181M
2
Jane Street
Jane Street
New York
$9.88M
3
3AM
3EDGE Asset Management
Florida
$79.9M
4
EK
Evensky & Katz
Florida
$27.6M
5
UBS Group
UBS Group
Switzerland
$4.89M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$968K
2
NIA
Northstar Investment Advisors
Colorado
$0
3
CSIA
Charles Schwab Investment Advisory
California
$197M
4
Northern Trust
Northern Trust
Illinois
$2.85M
5
NF
Nikulski Financial
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
26
Tiemann Investment Advisors
California
$344K +$58.3K +2,410 +20%
FTUS
27
Flow Traders U.S.
New York
$301K +$301K +12,421 New
LPL Financial
28
LPL Financial
California
$220K -$50.8K -2,097 -19%
WPA
29
West Paces Advisors
Georgia
$182K – – –
SWP
30
Stratos Wealth Partners
Ohio
$110K +$110K +4,550 New
VCM
31
Vigilant Capital Management
Maine
$91K +$91K +3,773 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$87K -$162K -6,682 -65%
AAM
33
Advisors Asset Management
Colorado
$75K +$25.4K +1,054 +51%
LFG
34
LifePlan Financial Group
Ohio
$47K – – –
DWM
35
Destination Wealth Management
California
$45K +$45K +1,845 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$35K +$4.69K +194 +15%
William Blair & Company
37
William Blair & Company
Illinois
$29K – – –
JWA
38
JFS Wealth Advisors
Pennsylvania
$24K – – –
Citigroup
39
Citigroup
New York
$17K – – –
SWM
40
SeaCrest Wealth Management
New York
$13K – – –
AG
41
Advisor Group
Arizona
$10K +$10K +400 New
BFC
42
Bedel Financial Consulting
Indiana
$7K -$23.3K -1,003 -77%
SWMG
43
Signature Wealth Management Group
Georgia
$7K – – –
M
44
MOTCO
Texas
$3K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
RMAM
46
Raab & Moskowitz Asset Management
New Jersey
$2K +$2K +96 New
KJWM
47
Kiley Juergens Wealth Management
Washington
$1K – – –
NIA
48
Northstar Investment Advisors
Colorado
– -$4.3M -174,203 Closed
NF
49
Nikulski Financial
Iowa
– -$530K -21,466 Closed
LC
50
Lourd Capital
California
– -$484K -19,608 Closed
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