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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

55 hedge funds and large institutions have $601M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
17
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$8.59M
2
WA
2
Wealth Architects
California
$58.1M
3
BTI
3
Blue Trust Inc
Georgia
$99.2M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$52M
5
CC
5
Courier Capital
New York
$3.46M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$328M
2
Ameriprise
2
Ameriprise
Minnesota
$4.09M
3
LPL Financial
3
LPL Financial
California
$681K
4
UBS Group
4
UBS Group
Switzerland
$8.54M
5
Bank of America
5
Bank of America
North Carolina
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
51
Key Financial Inc
Pennsylvania
$3.4K – – –
CWC
52
Carolinas Wealth Consulting
North Carolina
$2.72K – – –
TAM
53
Tucker Asset Management
Colorado
$2.41K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$2.41K – – –
RWM
55
Ruedi Wealth Management
Illinois
$1.64K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$1.6K +$1.58K +65 +6,500%
IWC
57
Integrated Wealth Concepts
Massachusetts
– -$385K -16,464 Closed
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
– -$370K -15,800 Closed
Charles Schwab
59
Charles Schwab
California
– -$352K -15,027 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– -$246K -10,518 Closed
AWA
61
Archvest Wealth Advisors
California
– -$239K -10,304 Closed
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
– -$206K -8,807 Closed
BBHC
63
Brown Brothers Harriman & Co
New York
– -$2.34K -100 Closed
GI
64
Gradient Investments
Minnesota
– -$1.97K -84 Closed
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