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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $677M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
25
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$44.6M
2
Northern Trust
2
Northern Trust
Illinois
$372M
3
Jane Street
3
Jane Street
New York
$10.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.05M
5
UBS Group
5
UBS Group
Switzerland
$9.06M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.01M
2
HWP
2
Highline Wealth Partners
California
$72.9K
3
AWA
3
Archvest Wealth Advisors
California
$4.64M
4
FTUS
4
Flow Traders U.S.
New York
$1.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.44M 62,882 +36,082 +135%
TIA
27
Tiemann Investment Advisors
California
$1.31M 57,161 -8,660 -13%
FTUS
28
Flow Traders U.S.
New York
$1.09M 47,424 -70,120 -60%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.07M 46,453 -16,972 -27%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$965K 42,061 +955 +2%
IA
31
IFG Advisory
Georgia
$761K 33,173 +2,378 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$741K 32,313 -5,788 -15%
CAN
33
Cetera Advisor Networks
California
$736K 32,088 +1,111 +4%
NFG
34
Nations Financial Group
Iowa
$524K 22,833 – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$523K 22,787 -27,140 -54%
Stifel Financial
36
Stifel Financial
Missouri
$488K 21,293 -73 -0.3%
Charles Schwab
37
Charles Schwab
California
$425K 18,525 +188 +1%
AC
38
AWM Capital
Arizona
$412K 17,963 +17,963 New
MML Investors Services
39
MML Investors Services
Massachusetts
$411K 17,929 -27,538 -61%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$367K 16,008 -4,162 -21%
RIA
41
Regal Investment Advisors
Michigan
$342K 14,887 +338 +2%
LMKC
42
L.M. Kohn & Company
Ohio
$291K 12,699 +200 +2%
MIAS
43
Mason Investment Advisory Services
Virginia
$285K 12,410 +157 +1%
Comerica Bank
44
Comerica Bank
Texas
$228K 9,928 +9,928 New
NAS
45
Nicolet Advisory Services
Wisconsin
$214K 9,428 -1,211 -11%
BIA
46
Bell Investment Advisors
California
$205K 8,952 -9,785 -52%
CL
47
Choreo LLC
Illinois
$205K 8,948 -4,202 -32%
IRC
48
Investors Research Corp
Georgia
$198K 8,639 +644 +8%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$151K 6,561 +6,461 +6,461%
AC
50
AlphaCore Capital
California
$100K 4,373 +211 +5%
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