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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $606M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
14
Increased
18
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$132M
2
Northern Trust
2
Northern Trust
Illinois
$348M
3
Ameriprise
3
Ameriprise
Minnesota
$18.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.48M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$761K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$3.27M
2
ACG
2
Allen Capital Group
Nebraska
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
BG
4
Benedetti & Gucer
Georgia
$0
5
PCA
5
Pallas Capital Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$38.7K – – –
CT
52
Colonial Trust
South Carolina
$34.6K +$18.6K +758 +116%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$19.1K – – –
PP
54
Pacifica Partners
Canada
$9.92K +$9.92K +405 New
AAS
55
Ameritas Advisory Services
Nebraska
$8.57K +$8.57K +350 New
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.86K – – –
MAWCM
57
Mine & Arao Wealth Creation & Management
California
$4.95K – – –
PA
58
Parallel Advisors
California
$4.04K +$4.04K +165 New
KFI
59
Key Financial Inc
Pennsylvania
$3.45K – – –
BBHC
60
Brown Brothers Harriman & Co
New York
$2.45K -$4.9K -200 -67%
TAM
61
Tucker Asset Management
Colorado
$2.45K +$2.45K +100 New
TRCT
62
Tower Research Capital (TRC)
New York
$2K – – –
Fidelity Investments
63
Fidelity Investments
Massachusetts
$24 +$24 +1 New
ACG
64
Allen Capital Group
Nebraska
– -$6.97M -295,003 Closed
BG
65
Benedetti & Gucer
Georgia
– -$2.49M -105,222 Closed
PCA
66
Pallas Capital Advisors
Massachusetts
– -$2.13M -88,240 Closed
KFS
67
Kaizen Financial Strategies
California
– -$1.68M -70,043 Closed
Goldman Sachs
68
Goldman Sachs
New York
– -$903K -38,228 Closed
RJFSA
69
Raymond James Financial Services Advisors
Florida
– -$347K -14,673 Closed
SG
70
StoneX Group
New York
– -$256K -10,837 Closed
NA
71
NewEdge Advisors
Louisiana
– -$4.25K -180 Closed
CP
72
Castleview Partners
Texas
– -$2.43K -103 Closed
SIC
73
SJS Investment Consulting
Ohio
– -$2.27K -96 Closed
DAM
74
Delta Asset Management
Tennessee
– -$1.54K -65 Closed
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