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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

72 hedge funds and large institutions have $676M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
13
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Wealth Architects
California
+$44.8M
2
Morgan Stanley
Morgan Stanley
New York
+$6.11M
3
FTUS
Flow Traders U.S.
New York
+$2.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.49M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$2.39M

Top Sellers

1
BTI
Blue Trust Inc
Georgia
-$31.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.12M
3
Northern Trust
Northern Trust
Illinois
-$5.8M
4
Jane Street
Jane Street
New York
-$5.31M
5
AWA
Archvest Wealth Advisors
California
-$3.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$49.4K -$106K -4,471 -68%
DWA
52
Delos Wealth Advisors
Texas
$47.3K – – –
HI
53
Harbour Investments
Wisconsin
$37.4K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$27.1K +$8.67K +367 +47%
CT
55
Colonial Trust
South Carolina
$24.8K -$1.42K -60 -5%
PWA
56
Provenance Wealth Advisors
Florida
$14.1K +$14.1K +598 New
BWM
57
Baystate Wealth Management
Massachusetts
$11.9K +$11.9K +504 New
GGI
58
Godsey & Gibb Inc
Virginia
$11.1K +$11.1K +469 New
BFPW
59
BOK Financial Private Wealth
Colorado
$7.47K +$7.47K +316 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.62K – – –
MAWCM
61
Mine & Arao Wealth Creation & Management
California
$4.77K – – –
AT
62
Arlington Trust
Alabama
$4.56K +$4.56K +193 New
TVAMP
63
Tennessee Valley Asset Management Partners
Tennessee
$3.8K +$3.8K +161 New
KFI
64
Key Financial Inc
Pennsylvania
$3.33K – – –
DWM
65
Dogwood Wealth Management
Kansas
$3.1K +$3.1K +131 New
Franklin Resources
66
Franklin Resources
California
$2.77K -$402 -17 -13%
BBHC
67
Brown Brothers Harriman & Co
New York
$2.36K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$2.36K – – –
TAM
69
Tucker Asset Management
Colorado
$2.36K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.18K +$1.18K +50 New
IA
71
IFP Advisors
Florida
$378 +$378 +16 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$47 -$22.4K -955 -100%
AI
73
Atria Investments
North Carolina
– -$3.43M -149,436 Closed
OFS
74
OneAscent Financial Services
Alabama
– -$3.43M -149,436 Closed
AC
75
AWM Capital
Arizona
– -$412K -17,963 Closed
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