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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

46 hedge funds and large institutions have $280M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
19
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.6M
2
CFD
2
Creative Financial Designs
Indiana
$8.21M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.39M
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$4.6M
5
Wells Fargo
5
Wells Fargo
California
$4.83M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$648K
4
Stifel Financial
4
Stifel Financial
Missouri
$1.82M
5
Northern Trust
5
Northern Trust
Illinois
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Chesapeake Wealth Management
Virginia
$541K +$541K +19,335 New
TNA
27
True North Advisors
Texas
$432K -$10.4K -373 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$398K +$115K +4,094 +41%
MIAS
29
Mason Investment Advisory Services
Virginia
$315K +$74.4K +2,657 +31%
APA
30
American Portfolios Advisors
New York
$276K +$22.8K +815 +9%
IA
31
IFG Advisory
Georgia
$267K – – –
BCA
32
Bay Colony Advisors
Massachusetts
$260K – – –
IRC
33
Investors Research Corp
Georgia
$66K +$18.9K +673 +40%
SB
34
Strategic Blueprint
Georgia
$42K +$42K +1,500 New
RCA
35
Ranch Capital Advisors
Florida
$39K – – –
Citigroup
36
Citigroup
New York
$31K – – –
CP
37
Castleview Partners
Texas
$24K +$24K +872 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$22K +$22K +778 New
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K – – –
BFC
40
Bedel Financial Consulting
Indiana
$11K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
MAWCM
42
Mine & Arao Wealth Creation & Management
California
$6K – – –
KFI
43
Key Financial Inc
Pennsylvania
$4K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$3K – – –
BBHC
45
Brown Brothers Harriman & Co
New York
$37 – – –
FNB
46
Farmers National Bank
Kentucky
– -$8.28M -299,183 Closed
FTUS
47
Flow Traders U.S.
New York
– -$2.32M -83,647 Closed
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