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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $332M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Archvest Wealth Advisors
California
$7.04M
2
Jane Street
2
Jane Street
New York
$31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.59M
5
BTI
5
Blue Trust Inc
Georgia
$169M

Top Sellers

1
AWM
1
Act Wealth Management
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$7.43M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.36M
5
Wells Fargo
5
Wells Fargo
California
$4.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.12M -$410K -17,520 -27%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.08M +$619K +26,443 +135%
NB
28
Nicolet Bankshares
Wisconsin
$867K -$513K -21,937 -37%
CAN
29
Cetera Advisor Networks
California
$800K -$180K -7,693 -18%
AWE
30
Avidian Wealth Enterprises
Texas
$743K +$137K +5,841 +23%
FTUS
31
Flow Traders U.S.
New York
$714K +$714K +30,502 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$646K +$16K +682 +3%
NFG
33
Nations Financial Group
Iowa
$620K +$17.3K +741 +3%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$543K +$543K +23,204 New
NAS
35
Nicolet Advisory Services
Wisconsin
$533K -$367K -15,648 -41%
Stifel Financial
36
Stifel Financial
Missouri
$505K +$26.9K +1,148 +6%
TCWM
37
Total Clarity Wealth Management
Illinois
$470K +$470K +20,096 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$369K +$138K +5,890 +60%
PCA
39
Pallas Capital Advisors
Massachusetts
$362K +$362K +15,505 New
SFS
40
Sowell Financial Services
Arkansas
$342K +$342K +14,616 New
KPWS
41
Kestra Private Wealth Services
Texas
$317K -$50.5K -2,160 -14%
MIAS
42
Mason Investment Advisory Services
Virginia
$289K +$8.28K +354 +3%
IA
43
IFG Advisory
Georgia
$263K +$40K +1,710 +18%
CA
44
Cetera Advisors
Colorado
$262K – – –
SG
45
StoneX Group
New York
$249K -$28.2K -1,205 -10%
RFN
46
Redwood Financial Network
Ohio
$241K +$5.18K +221 +2%
WPA
47
West Paces Advisors
Georgia
$222K +$106K +4,530 +92%
APA
48
American Portfolios Advisors
New York
$210K +$5.27K +225 +3%
BAM
49
Belpointe Asset Management
Nevada
$173K -$48K -2,054 -22%
IRC
50
Investors Research Corp
Georgia
$137K +$22.7K +967 +20%
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