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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $387M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$173M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.3M
3
LPWM
3
Lake Point Wealth Management
Texas
$14.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$13.6M
5
Wells Fargo
5
Wells Fargo
California
$14.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.01M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$2.83M
3
Bank of America
3
Bank of America
North Carolina
$4.92M
4
NB
4
Nicolet Bankshares
Wisconsin
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$212K -$670K -24,588 -76%
IRC
52
Investors Research Corp
Georgia
$116K +$25K +924 +27%
Citigroup
53
Citigroup
New York
$54K +$27K +1,000 +100%
PFS
54
Prospera Financial Services
Texas
$29K +$29K +1,067 New
HWMA
55
Heritage Wealth Management (Arizona)
Arizona
$24K +$24K +900 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$21K – – –
BBHC
57
Brown Brothers Harriman & Co
New York
$18K – – –
BFC
58
Bedel Financial Consulting
Indiana
$18K +$28 +1 +0.2%
PMFA
59
Plante Moran Financial Advisors
Michigan
$18K +$18K +649 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$8K +$51 +2 +0.6%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.59K – – –
EWA
62
EverSource Wealth Advisors
Alabama
$7K – – –
MAWCM
63
Mine & Arao Wealth Creation & Management
California
$5K – – –
KFI
64
Key Financial Inc
Pennsylvania
$4K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$3K – – –
SIC
66
SJS Investment Consulting
Ohio
$3K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$2K +$1.97K +56 +5,600%
SFS
68
Sowell Financial Services
Arkansas
– -$1.49M -53,260 Closed
CA
69
Cetera Advisors
Colorado
– -$641K -22,850 Closed
NFG
70
Nations Financial Group
Iowa
– -$455K -16,239 Closed
FA
71
Fiducient Advisors
Illinois
– -$413K -14,742 Closed
BCA
72
Bay Colony Advisors
Massachusetts
– -$266K -9,487 Closed
DAM
73
Delta Asset Management
Tennessee
– -$2K -65 Closed
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