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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

42 hedge funds and large institutions have $379M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
9
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$4.4M
2
Bank of America
Bank of America
North Carolina
+$1.69M
3
TSS
Two Sigma Securities
New York
+$715K
4
Wells Fargo
Wells Fargo
California
+$137K
5
Morgan Stanley
Morgan Stanley
New York
+$107K

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$79.9M
2
CSIA
Charles Schwab Investment Advisory
California
-$73.3M
3
Jane Street
Jane Street
New York
-$7.2M
4
AFP
Ausdal Financial Partners
Iowa
-$2.03M
5
NA
Nottingham Advisors
New York
-$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
LifePlan Financial Group
Ohio
$47K – – –
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$32K -$2.63K -110 -8%
William Blair & Company
28
William Blair & Company
Illinois
$29K – – –
Citigroup
29
Citigroup
New York
$17K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$14K -$72.7K -3,000 -84%
SWM
31
SeaCrest Wealth Management
New York
$13K – – –
DWM
32
Destination Wealth Management
California
$11K -$34.8K -1,402 -76%
LC
33
Lavaca Capital
Texas
$10K +$10K +435 New
BFC
34
Bedel Financial Consulting
Indiana
$7K – – –
DWM
35
Doyle Wealth Management
Florida
$6K +$6K +241 New
AIC
36
Ameritas Investment Company
Nebraska
$6K +$6K +257 New
M
37
MOTCO
Texas
$3K – – –
APA
38
American Portfolios Advisors
New York
$1.86K +$1.86K +77 New
CI
39
CX Institutional
Indiana
$1K +$1K +31 New
TFS
40
TrustCore Financial Services
Tennessee
$1K +$1K +39 New
3AM
41
3EDGE Asset Management
Florida
– -$79.9M -3,295,700 Closed
AFP
42
Ausdal Financial Partners
Iowa
– -$2.03M -83,582 Closed
CA
43
Continuum Advisory
Idaho
– -$813K -33,630 Closed
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$780K -32,176 Closed
RCA
45
Rowland Carmichael Advisors
Arizona
– -$622K -25,652 Closed
GTAM
46
Global Trust Asset Management
Florida
– -$491K -20,285 Closed
CB
47
Community Bank
New York
– -$475K -19,595 Closed
LPL Financial
48
LPL Financial
California
– -$220K -9,074 Closed
WPA
49
West Paces Advisors
Georgia
– -$182K -7,500 Closed
SWP
50
Stratos Wealth Partners
Ohio
– -$110K -4,550 Closed
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