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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

60 hedge funds and large institutions have $591M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
11
Increased
10
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$329M
2
Bank of America
2
Bank of America
North Carolina
$15.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.07M
4
ACG
4
Allen Capital Group
Nebraska
$6.97M
5
HWP
5
Highline Wealth Partners
California
$3.72M

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$115M
2
Jane Street
2
Jane Street
New York
$2.19M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.46M
5
CFD
5
Creative Financial Designs
Indiana
$6.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
51
Colonial Trust
South Carolina
$15.5K +$15.5K +655 New
BBHC
52
Brown Brothers Harriman & Co
New York
$7.09K -$8.65K -366 -55%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.61K – – –
MAWCM
54
Mine & Arao Wealth Creation & Management
California
$4.77K – – –
NA
55
NewEdge Advisors
Louisiana
$4.25K +$4.25K +180 New
KFI
56
Key Financial Inc
Pennsylvania
$3.3K – – –
CP
57
Castleview Partners
Texas
$2.43K – – –
SIC
58
SJS Investment Consulting
Ohio
$2.27K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$2K – – –
DAM
60
Delta Asset Management
Tennessee
$1.54K +$1.54K +65 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
– -$6.5K -267,130 Closed
AWE
62
Avidian Wealth Enterprises
Texas
– -$743K -31,747 Closed
FTUS
63
Flow Traders U.S.
New York
– -$714K -30,502 Closed
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
– -$646K -27,620 Closed
TCWM
65
Total Clarity Wealth Management
Illinois
– -$470K -20,096 Closed
SFS
66
Sowell Financial Services
Arkansas
– -$342K -14,616 Closed
KPWS
67
Kestra Private Wealth Services
Texas
– -$317K -13,559 Closed
CA
68
Cetera Advisors
Colorado
– -$262K -11,200 Closed
RFN
69
Redwood Financial Network
Ohio
– -$241K -10,279 Closed
WPA
70
West Paces Advisors
Georgia
– -$222K -9,480 Closed
Citigroup
71
Citigroup
New York
– -$47K -2,000 Closed
S
72
SignatureFD
Georgia
– -$21K -895 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
– -$8K -329 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -128 Closed
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