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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 %
MIAS
76
Mason Investment Advisory Services
Virginia
– -$285K -12,410 Closed
NAS
77
Nicolet Advisory Services
Wisconsin
– -$214K -9,428 Closed
AC
78
AlphaCore Capital
California
– -$100K -4,373 Closed
HWP
79
Highline Wealth Partners
California
– -$72.9K -3,177 Closed
PP
80
Pacifica Partners
Canada
– -$9.19K -405 Closed
PA
81
Parallel Advisors
California
– -$3.79K -165 Closed
1 2 3
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