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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $342M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
34
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$13.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.1M
3
LPWM
Lake Point Wealth Management
Texas
+$6.43M
4
Wells Fargo
Wells Fargo
California
+$5.48M
5
UBS Group
UBS Group
Switzerland
+$4.12M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$5.43M
2
MSFS
Main Street Financial Solutions
Pennsylvania
-$4.63M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.94M
4
Stifel Financial
Stifel Financial
Missouri
-$1.84M
5
Bank of America
Bank of America
North Carolina
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$908K +$908K +32,369 New
AWE
27
Avidian Wealth Enterprises
Texas
$752K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$751K +$32.3K +1,154 +4%
CA
29
Cetera Advisors
Colorado
$641K -$28.1K -1,000 -4%
RJA
30
Raymond James & Associates
Florida
$629K +$629K +22,447 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$540K -$832K -29,682 -61%
NFG
32
Nations Financial Group
Iowa
$455K +$244K +8,714 +116%
TNA
33
True North Advisors
Texas
$433K – – –
AWM
34
AE Wealth Management
Kansas
$418K +$188K +6,704 +82%
FA
35
Fiducient Advisors
Illinois
$413K – – –
Citadel Advisors
36
Citadel Advisors
Florida
$339K +$339K +12,080 New
SG
37
StoneX Group
New York
$338K +$56.1K +2,001 +20%
MIAS
38
Mason Investment Advisory Services
Virginia
$326K +$3.76K +134 +1%
APA
39
American Portfolios Advisors
New York
$305K +$29.3K +1,045 +11%
IA
40
IFG Advisory
Georgia
$267K – – –
BCA
41
Bay Colony Advisors
Massachusetts
$266K +$6.17K +220 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$257K +$15.9K +569 +7%
BAM
43
Belpointe Asset Management
Nevada
$257K +$122K +4,350 +90%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$245K +$245K +8,752 New
SPC
45
Sigma Planning Corp
Michigan
$230K +$230K +8,203 New
MML Investors Services
46
MML Investors Services
Massachusetts
$220K +$16K +569 +8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$209K +$209K +7,462 New
IRC
48
Investors Research Corp
Georgia
$94K +$24.7K +885 +36%
BIA
49
Bell Investment Advisors
California
$38K +$424 +15 +1%
Citigroup
50
Citigroup
New York
$28K +$28K +1,000 New
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