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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

55 hedge funds and large institutions have $601M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
17
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$8.59M
2
WA
2
Wealth Architects
California
$58.1M
3
BTI
3
Blue Trust Inc
Georgia
$99.2M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$52M
5
CC
5
Courier Capital
New York
$3.46M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$328M
2
Ameriprise
2
Ameriprise
Minnesota
$4.09M
3
LPL Financial
3
LPL Financial
California
$681K
4
UBS Group
4
UBS Group
Switzerland
$8.54M
5
Bank of America
5
Bank of America
North Carolina
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
LMKC
26
L.M. Kohn & Company
Ohio
$506K 20,997 +106 +0.5%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$413K 17,140 -7,640 -31%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$406K 16,858 +1,160 +7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$369K 15,310 +519 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$354K 14,692 -7,617 -34%
GT
31
Greenleaf Trust
Michigan
$246K 10,223 – –
SVWG
32
Shared Vision Wealth Group
United States
$234K 9,711 – –
CL
33
Choreo LLC
Illinois
$213K 8,828 -298 -3%
TSS
34
Two Sigma Securities
New York
$206K 8,549 -1,523 -15%
Wells Fargo
35
Wells Fargo
California
$182K 7,541 -1,238 -14%
IRC
36
Investors Research Corp
Georgia
$158K 6,559 +311 +5%
Comerica Bank
37
Comerica Bank
Texas
$96.7K 4,012 -324 -7%
FPB
38
First PREMIER Bank
South Dakota
$82K 3,400 +3,400 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$50.4K 2,090 -9 -0.4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$39.3K 1,631 +1,631 New
CFD
41
Creative Financial Designs
Indiana
$39.2K 1,627 -3,529 -68%
BIA
42
Bell Investment Advisors
California
$35.7K 1,481 +14 +1%
HNB
43
Huntington National Bank
Ohio
– – – –
HI
44
Harbour Investments
Wisconsin
$25.8K 1,072 +6 +0.6%
ZRP
45
Zynergy Retirement Planning
New Jersey
$23.3K 967 – –
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$22.6K 939 – –
CT
47
Colonial Trust
South Carolina
$18.1K 751 -289 -28%
Osaic Holdings
48
Osaic Holdings
Arizona
$17K 705 -1,033 -59%
KPP
49
Kings Path Partners
Texas
$10K 415 +415 New
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.75K 280 – –
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