TDTF icon

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $606M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
14
Increased
18
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$132M
2
Northern Trust
2
Northern Trust
Illinois
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$18.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$761K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$3.27M
2
ACG
2
Allen Capital Group
Nebraska
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
BG
4
Benedetti & Gucer
Georgia
$0
5
PCA
5
Pallas Capital Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.12M -$349K -14,253 -24%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.1M +$465K +18,962 +73%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.02M -$805K -32,860 -44%
RJA
29
Raymond James & Associates
Florida
$1M +$45.2K +1,846 +5%
CAN
30
Cetera Advisor Networks
California
$837K – – –
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$761K +$761K +31,091 New
YWM
32
Yoder Wealth Management
California
$698K +$698K +28,513 New
Charles Schwab
33
Charles Schwab
California
$586K -$122K -4,981 -17%
NFG
34
Nations Financial Group
Iowa
$559K -$89.4K -3,651 -14%
CL
35
Choreo LLC
Illinois
$551K +$551K +22,507 New
IA
36
IFG Advisory
Georgia
$539K +$31.6K +1,290 +6%
BIA
37
Bell Investment Advisors
California
$525K +$62.8K +2,565 +14%
Stifel Financial
38
Stifel Financial
Missouri
$522K +$2.35K +96 +0.5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$514K +$107K +4,352 +26%
NB
40
Nicolet Bankshares
Wisconsin
$434K -$411K -16,770 -49%
NAS
41
Nicolet Advisory Services
Wisconsin
$388K -$27.8K -1,129 -7%
RIA
42
Regal Investment Advisors
Michigan
$333K +$333K +13,586 New
LMKC
43
L.M. Kohn & Company
Ohio
$290K +$290K +11,829 New
MIAS
44
Mason Investment Advisory Services
Virginia
$280K – – –
NL
45
NWAM LLC
Washington
$238K +$238K +9,711 New
Corient Private Wealth
46
Corient Private Wealth
Florida
$224K +$224K +9,141 New
IRC
47
Investors Research Corp
Georgia
$181K +$20.4K +832 +13%
BAM
48
Belpointe Asset Management
Nevada
$152K -$1.35K -55 -0.9%
AC
49
AlphaCore Capital
California
$102K +$102K +4,162 New
DWA
50
Delos Wealth Advisors
Texas
$49K +$49K +2,000 New
1
2
3