TDTF icon

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

41 hedge funds and large institutions have $228M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
9
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.22M
2
Wells Fargo
Wells Fargo
California
+$3M
3
NIA
Northstar Investment Advisors
Colorado
+$2.14M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.79M
5
Stifel Financial
Stifel Financial
Missouri
+$1.65M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$123M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$40.5M
3
NA
Nottingham Advisors
New York
-$5.33M
4
FTUS
Flow Traders U.S.
New York
-$2.68M
5
Bank of America
Bank of America
North Carolina
-$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$145M -$40.5M -1,627,475 -22%
EK
2
Evensky & Katz
Florida
$28.4M +$119K +4,773 +0.4%
Bank of America
3
Bank of America
North Carolina
$6.82M -$2.21M -88,879 -24%
Jane Street
4
Jane Street
New York
$5.94M +$3.22M +129,529 +119%
Wells Fargo
5
Wells Fargo
California
$5.31M +$3M +120,556 +130%
V
6
VeraBank
Texas
$3.89M +$98.3K +3,951 +3%
UBS Group
7
UBS Group
Switzerland
$3.67M +$57.5K +2,311 +2%
NB
8
Nicolet Bankshares
Wisconsin
$3.67M -$655K -26,320 -15%
FNB
9
Farmers National Bank
Kentucky
$3.53M +$3.53M +141,840 New
Ameriprise
10
Ameriprise
Minnesota
$3.44M +$205K +8,222 +6%
Morgan Stanley
11
Morgan Stanley
New York
$2.63M -$163K -6,556 -6%
Northern Trust
12
Northern Trust
Illinois
$2.37M -$639K -2,569,453 -21%
FTUS
13
Flow Traders U.S.
New York
$2.17M -$2.68M -107,686 -55%
NIA
14
Northstar Investment Advisors
Colorado
$2.14M +$2.14M +86,156 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.79M +$1.79M +71,783 New
Stifel Financial
16
Stifel Financial
Missouri
$1.65M +$1.65M +65,969 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.51M +$582K +23,383 +63%
EBT
18
Enterprise Bank & Trust
Massachusetts
$737K +$737K +29,621 New
CCM
19
Cribstone Capital Management
Maine
$722K -$52.2K -2,098 -7%
IA
20
IFG Advisory
Georgia
$494K -$65.5K -2,640 -12%
TIA
21
Tiemann Investment Advisors
California
$354K – – –
TSS
22
Two Sigma Securities
New York
$345K -$392K -15,768 -53%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$285K -$53.7K -2,161 -16%
UCFA
24
United Capital Financial Advisors
Texas
$285K +$285K +11,446 New
GWA
25
Guidant Wealth Advisors
Illinois
$220K +$220K +8,825 New
1
2