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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

56 hedge funds and large institutions have $301M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
16
Increased
26
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$5.43M
2
Bank of America
2
Bank of America
North Carolina
$9.76M
3
UBS Group
3
UBS Group
Switzerland
$19.9M
4
WA
4
Wealth Architects
California
$2.74M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$8.87M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FA
3
Fiducient Advisors
Illinois
$412K
4
Northern Trust
4
Northern Trust
Illinois
$2.45M
5
SB
5
Strategic Blueprint
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.14M +$492K +17,602 +76%
SFS
27
Sowell Financial Services
Arkansas
$1.06M +$193K +6,896 +22%
HI
28
Harbour Investments
Wisconsin
$1.04M +$137K +4,902 +15%
AWE
29
Avidian Wealth Enterprises
Texas
$749K +$25K +895 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$716K +$716K +25,662 New
CA
31
Cetera Advisors
Colorado
$666K +$666K +23,850 New
TNA
32
True North Advisors
Texas
$431K – – –
FA
33
Fiducient Advisors
Illinois
$412K -$321K -11,491 -44%
FTUS
34
Flow Traders U.S.
New York
$364K +$364K +13,036 New
MIAS
35
Mason Investment Advisory Services
Virginia
$321K +$6.54K +234 +2%
SG
36
StoneX Group
New York
$280K +$280K +10,036 New
APA
37
American Portfolios Advisors
New York
$275K – – –
IA
38
IFG Advisory
Georgia
$266K – – –
BCA
39
Bay Colony Advisors
Massachusetts
$259K – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$240K +$240K +8,600 New
AWM
41
AE Wealth Management
Kansas
$229K +$229K +8,204 New
NFG
42
Nations Financial Group
Iowa
$210K +$210K +7,525 New
MML Investors Services
43
MML Investors Services
Massachusetts
$203K +$203K +7,263 New
BAM
44
Belpointe Asset Management
Nevada
$135K +$135K +4,839 New
RCA
45
Ranch Capital Advisors
Florida
$99K +$59.8K +2,135 +153%
IRC
46
Investors Research Corp
Georgia
$69K +$3.5K +126 +5%
BIA
47
Bell Investment Advisors
California
$37K +$37K +1,328 New
HWMA
48
Heritage Wealth Management (Arizona)
Arizona
$25K +$25K +900 New
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$22K – – –
BFC
50
Bedel Financial Consulting
Indiana
$18K +$6.51K +232 +57%
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