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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

52 hedge funds and large institutions have $539M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
13
Increased
19
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$77.2M
2
NIA
Northstar Investment Advisors
Colorado
+$4.3M
3
AFP
Ausdal Financial Partners
Iowa
+$1.81M
4
FNB
Farmers National Bank
Kentucky
+$795K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$632K

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$4.86M
2
Jane Street
Jane Street
New York
-$1.24M
3
US Bancorp
US Bancorp
Minnesota
-$375K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$374K
5
AFA
Arlington Financial Advisors
California
-$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$203M -$4.86M -196,895 -2%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$175M +$204K +8,245 +0.1%
3AM
3
3EDGE Asset Management
Florida
$77.2M +$77.2M +3,125,500 New
EK
4
Evensky & Katz
Florida
$24.9M +$262K +10,627 +1%
Bank of America
5
Bank of America
North Carolina
$7.53M +$283K +11,460 +4%
NA
6
Nottingham Advisors
New York
$7.08M +$184K +7,347 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.51M +$257K +10,391 +4%
NB
8
Nicolet Bankshares
Wisconsin
$5.97M +$65.9K +2,669 +1%
NIA
9
Northstar Investment Advisors
Colorado
$4.3M +$4.3M +174,203 New
Northern Trust
10
Northern Trust
Illinois
$3.76M -$113K -437,025 -3%
UBS Group
11
UBS Group
Switzerland
$3.46M +$110K +4,463 +3%
Ameriprise
12
Ameriprise
Minnesota
$2.79M -$208K -8,426 -7%
Morgan Stanley
13
Morgan Stanley
New York
$2.29M -$271K -10,996 -11%
Wells Fargo
14
Wells Fargo
California
$2.19M +$42.2K +1,709 +2%
AFP
15
Ausdal Financial Partners
Iowa
$1.81M +$1.81M +73,133 New
FNB
16
Farmers National Bank
Kentucky
$1.28M +$795K +32,202 +164%
Jane Street
17
Jane Street
New York
$1.09M -$1.24M -50,181 -53%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.02M +$196K +7,926 +24%
CCM
19
Cribstone Capital Management
Maine
$843K +$114K +4,614 +16%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$751K +$36.6K +1,480 +5%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$682K +$632K +25,623 +1,270%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$670K -$80.7K -3,265 -11%
RCA
23
Rowland Carmichael Advisors
Arizona
$613K +$613K +24,836 New
CA
24
Continuum Advisory
Idaho
$580K +$580K +23,478 New
IA
25
IFG Advisory
Georgia
$555K +$6.16K +250 +1%
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