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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $342M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
34
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$13.5M
2
Ameriprise
Ameriprise
Minnesota
+$12.1M
3
LPWM
Lake Point Wealth Management
Texas
+$6.43M
4
Wells Fargo
Wells Fargo
California
+$5.48M
5
UBS Group
UBS Group
Switzerland
+$4.12M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$5.43M
2
MSFS
Main Street Financial Solutions
Pennsylvania
-$4.63M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.94M
4
Stifel Financial
Stifel Financial
Missouri
-$1.84M
5
Bank of America
Bank of America
North Carolina
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$22K – – –
BFC
52
Bedel Financial Consulting
Indiana
$18K +$84 +3 +0.5%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +309 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.85K +$7.85K +280 New
EWA
55
EverSource Wealth Advisors
Alabama
$7K +$7K +247 New
MAWCM
56
Mine & Arao Wealth Creation & Management
California
$6K – – –
KFI
57
Key Financial Inc
Pennsylvania
$4K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$3K – – –
SIC
59
SJS Investment Consulting
Ohio
$3K +$3K +96 New
DAM
60
Delta Asset Management
Tennessee
$2K – – –
CP
61
Castleview Partners
Texas
$994 +$994 +27,871 New
BBHC
62
Brown Brothers Harriman & Co
New York
$19 – – –
BPA
63
Beacon Pointe Advisors
California
– -$5.43M -194,411 Closed
MSFS
64
Main Street Financial Solutions
Pennsylvania
– -$4.63M -165,891 Closed
Stifel Financial
65
Stifel Financial
Missouri
– -$1.84M -65,964 Closed
HI
66
Harbour Investments
Wisconsin
– -$1.04M -37,216 Closed
FTUS
67
Flow Traders U.S.
New York
– -$364K -13,036 Closed
RCA
68
Ranch Capital Advisors
Florida
– -$99K -3,535 Closed
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