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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

49 hedge funds and large institutions have $542M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
21
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$181M
2
Jane Street
2
Jane Street
New York
$9.88M
3
3AM
3
3EDGE Asset Management
Florida
$79.9M
4
EK
4
Evensky & Katz
Florida
$27.6M
5
UBS Group
5
UBS Group
Switzerland
$4.89M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$968K
2
NIA
2
Northstar Investment Advisors
Colorado
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$197M
4
Northern Trust
4
Northern Trust
Illinois
$2.85M
5
NF
5
Nikulski Financial
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$197M 8,122,312 -83,419 -1%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$181M 7,451,369 +375,745 +5%
3AM
3
3EDGE Asset Management
Florida
$79.9M 3,295,700 +170,200 +5%
EK
4
Evensky & Katz
Florida
$27.6M 1,140,109 +131,597 +13%
Jane Street
5
Jane Street
New York
$9.88M 407,845 +363,548 +821%
NA
6
Nottingham Advisors
New York
$7.44M 301,368 +18,864 +7%
Bank of America
7
Bank of America
North Carolina
$7.1M 292,938 -12,041 -4%
NB
8
Nicolet Bankshares
Wisconsin
$5.69M 234,902 -6,918 -3%
UBS Group
9
UBS Group
Switzerland
$4.89M 201,660 +61,677 +44%
Ameriprise
10
Ameriprise
Minnesota
$3.03M 127,368 +14,487 +13%
Northern Trust
11
Northern Trust
Illinois
$2.85M 11,744,332 -2,830,204 -19%
Morgan Stanley
12
Morgan Stanley
New York
$2.62M 108,003 +15,375 +17%
Wells Fargo
13
Wells Fargo
California
$2.11M 87,227 -1,373 -2%
AFP
14
Ausdal Financial Partners
Iowa
$2.03M 83,582 +10,449 +14%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.09M 44,959 +3,664 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$968K 39,955 -223,713 -85%
CCM
17
Cribstone Capital Management
Maine
$871K 35,954 +1,804 +5%
CA
18
Continuum Advisory
Idaho
$813K 33,630 +10,152 +43%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$780K 32,176 +1,775 +6%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$670K 27,641 – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$667K 27,526 +403 +1%
RCA
22
Rowland Carmichael Advisors
Arizona
$622K 25,652 +816 +3%
IA
23
IFG Advisory
Georgia
$554K 22,905 +395 +2%
GTAM
24
Global Trust Asset Management
Florida
$491K 20,285 +500 +3%
CB
25
Community Bank
New York
$475K 19,595 +1,945 +11%
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