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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $387M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$173M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.3M
3
LPWM
3
Lake Point Wealth Management
Texas
$14.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$13.6M
5
Wells Fargo
5
Wells Fargo
California
$14.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.01M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$2.83M
3
Bank of America
3
Bank of America
North Carolina
$4.92M
4
NB
4
Nicolet Bankshares
Wisconsin
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Chesapeake Wealth Management
Virginia
$1.83M +$215K +7,934 +13%
RJA
27
Raymond James & Associates
Florida
$1.59M +$977K +36,038 +161%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.55M +$1.02M +37,720 +196%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.33M -$54.4K -2,007 -4%
Citadel Advisors
30
Citadel Advisors
Florida
$1.15M +$820K +30,240 +250%
BPA
31
Beacon Pointe Advisors
California
$915K +$915K +33,766 New
FWM
32
Frontier Wealth Management
Missouri
$856K +$856K +32,191 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$729K +$527K +19,446 +261%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$726K -$650 -24 -0.1%
AWE
35
Avidian Wealth Enterprises
Texas
$702K -$24.3K -895 -3%
CP
36
Castleview Partners
Texas
$563K -$193K -7,103 -25%
KPWS
37
Kestra Private Wealth Services
Texas
$470K +$470K +17,322 New
Stifel Financial
38
Stifel Financial
Missouri
$435K +$435K +16,031 New
TNA
39
True North Advisors
Texas
$418K – – –
SG
40
StoneX Group
New York
$405K +$78.3K +2,889 +24%
SPC
41
Sigma Planning Corp
Michigan
$321K +$98.8K +3,645 +44%
MIAS
42
Mason Investment Advisory Services
Virginia
$317K +$2.39K +88 +0.8%
SWA
43
SFMG Wealth Advisors
Texas
$312K +$312K +11,500 New
APA
44
American Portfolios Advisors
New York
$299K +$3.39K +125 +1%
RFN
45
Redwood Financial Network
Ohio
$268K +$268K +9,895 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$265K +$16.7K +617 +7%
IA
47
IFG Advisory
Georgia
$258K – – –
AWM
48
AE Wealth Management
Kansas
$219K -$185K -6,822 -46%
MML Investors Services
49
MML Investors Services
Massachusetts
$218K +$5.9K +218 +3%
BAM
50
Belpointe Asset Management
Nevada
$217K -$31.7K -1,171 -13%
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