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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

29 hedge funds and large institutions have $424M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
-8
Holders Change %
-21.62%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
4
Increased
11
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$158M
2
NB
2
Nicolet Bankshares
Wisconsin
$5.2M
3
Bank of America
3
Bank of America
North Carolina
$6.96M
4
CSIA
4
Charles Schwab Investment Advisory
California
$195M
5
FA
5
FDx Advisors
Illinois
$533K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.9M
2
Jane Street
2
Jane Street
New York
$1.48M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$195M 7,802,934 +45,252 +0.6%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$158M 6,332,466 +6,332,466 New
EK
3
Evensky & Katz
Florida
$23.6M 944,673 -5,749 -0.6%
Wells Fargo
4
Wells Fargo
California
$8.9M 355,815 +16,685 +5%
NA
5
Nottingham Advisors
New York
$7.23M 289,246 +7,095 +3%
Bank of America
6
Bank of America
North Carolina
$6.96M 278,199 +55,659 +25%
NB
7
Nicolet Bankshares
Wisconsin
$5.2M 207,821 +62,184 +43%
UBS Group
8
UBS Group
Switzerland
$3.9M 156,099 -173,640 -53%
Northern Trust
9
Northern Trust
Illinois
$3.13M 12,044,004 +374,251 +3%
Ameriprise
10
Ameriprise
Minnesota
$2.19M 87,590 +2,065 +2%
LPL Financial
11
LPL Financial
California
$2.03M 81,094 +4,632 +6%
Jane Street
12
Jane Street
New York
$1.48M 59,190 -76,738 -56%
Morgan Stanley
13
Morgan Stanley
New York
$1.31M 52,294 -24,695 -32%
Wolverine Trading
14
Wolverine Trading
Illinois
$710K 28,395 +16,401 +137%
WPA
15
West Paces Advisors
Georgia
$655K 26,205 +8,000 +44%
FA
16
FDx Advisors
Illinois
$533K 21,300 +21,300 New
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$508K 20,302 +769 +4%
LC
18
Lourd Capital
California
$496K 19,835 – –
CB
19
Community Bank
New York
$451K 18,025 -480 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$373K 14,925 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$322K 12,860 -332 -3%
NIA
22
Northstar Investment Advisors
Colorado
$239K 9,556 +9,556 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$172K 6,874 -20,823 -75%
Citigroup
24
Citigroup
New York
$33K 1,312 -246 -16%
JWA
25
JFS Wealth Advisors
Pennsylvania
$24K 972 – –
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