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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $391M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
8
Increased
30
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$27M
2
Ameriprise
2
Ameriprise
Minnesota
$16.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.77M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.7M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Wells Fargo
2
Wells Fargo
California
$5.59M
3
AWA
3
Archvest Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
26
Nicolet Bankshares
Wisconsin
$1.49M -$1.2M -47,720 -45%
CAN
27
Cetera Advisor Networks
California
$1.06M +$1.06M +41,897 New
NAS
28
Nicolet Advisory Services
Wisconsin
$965K -$1.71M -68,168 -64%
FWM
29
Frontier Wealth Management
Missouri
$813K +$1.34K +53 +0.2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$679K +$3.68K +146 +0.5%
AWE
31
Avidian Wealth Enterprises
Texas
$653K – – –
NFG
32
Nations Financial Group
Iowa
$649K +$649K +25,743 New
Citadel Advisors
33
Citadel Advisors
Florida
$522K -$544K -21,604 -51%
Stifel Financial
34
Stifel Financial
Missouri
$515K +$111K +4,404 +27%
MML Investors Services
35
MML Investors Services
Massachusetts
$494K +$291K +11,555 +144%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$444K +$197K +7,818 +80%
KPWS
37
Kestra Private Wealth Services
Texas
$396K -$40.4K -1,603 -9%
BPA
38
Beacon Pointe Advisors
California
$334K -$524K -20,629 -61%
NA
39
NewEdge Advisors
Louisiana
$311K +$311K +12,350 New
MIAS
40
Mason Investment Advisory Services
Virginia
$303K +$7.92K +314 +3%
SG
41
StoneX Group
New York
$299K -$77.8K -3,086 -21%
CA
42
Cetera Advisors
Colorado
$282K +$282K +11,200 New
VIA
43
Vident Investment Advisory
Georgia
$276K +$276K +11,002 New
RFN
44
Redwood Financial Network
Ohio
$254K +$4.12K +163 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$250K -$430K -17,014 -63%
IA
46
IFG Advisory
Georgia
$240K – – –
BAM
47
Belpointe Asset Management
Nevada
$239K +$36.5K +1,443 +18%
AWM
48
AE Wealth Management
Kansas
$231K +$27.4K +1,086 +13%
APA
49
American Portfolios Advisors
New York
$220K -$57.5K -2,280 -21%
WPA
50
West Paces Advisors
Georgia
$125K +$125K +4,950 New
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2
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