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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

72 hedge funds and large institutions have $676M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
13
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wealth Architects
California
+$44.8M
2
Morgan Stanley
Morgan Stanley
New York
+$6.11M
3
FTUS
Flow Traders U.S.
New York
+$2.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.49M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.39M

Top Sellers

1
BTI
Blue Trust Inc
Georgia
-$31.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
Northern Trust
Northern Trust
Illinois
-$5.8M
4
Jane Street
Jane Street
New York
-$5.31M
5
AWA
Archvest Wealth Advisors
California
-$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$951K -$42.5K -1,801 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$911K -$586K -24,819 -39%
Citadel Advisors
28
Citadel Advisors
Florida
$780K -$706K -29,868 -47%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$723K -$375K -15,862 -34%
CAN
30
Cetera Advisor Networks
California
$652K -$107K -4,515 -14%
NFG
31
Nations Financial Group
Iowa
$540K – – –
Stifel Financial
32
Stifel Financial
Missouri
$486K -$16.9K -714 -3%
Charles Schwab
33
Charles Schwab
California
$411K -$26.4K -1,116 -6%
GT
34
Greenleaf Trust
Michigan
$389K +$389K +16,452 New
RIA
35
Regal Investment Advisors
Michigan
$371K +$19.4K +821 +6%
BIA
36
Bell Investment Advisors
California
$360K +$149K +6,290 +70%
Comerica Bank
37
Comerica Bank
Texas
$301K +$66K +2,793 +28%
MML Investors Services
38
MML Investors Services
Massachusetts
$300K -$124K -5,234 -29%
LMKC
39
L.M. Kohn & Company
Ohio
$296K -$3.73K -158 -1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$274K -$105K -4,432 -28%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$269K +$269K +11,395 New
TSS
42
Two Sigma Securities
New York
$257K +$257K +10,870 New
SVWG
43
Shared Vision Wealth Group
United States
$229K +$229K +9,711 New
Wells Fargo
44
Wells Fargo
California
$206K -$3.43M -144,939 -94%
CL
45
Choreo LLC
Illinois
$204K -$7.77K -329 -4%
IRC
46
Investors Research Corp
Georgia
$195K -$8.81K -373 -4%
CFD
47
Creative Financial Designs
Indiana
$156K -$3.19M -135,157 -95%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$105K +$105K +4,454 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$82K -$8.12M -342,540 -99%
Osaic Holdings
50
Osaic Holdings
Arizona
$51.1K -$713K -30,154 -93%
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