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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

35 hedge funds and large institutions have $239M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
14
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
Wells Fargo
2
Wells Fargo
California
$10.4M
3
KCM
3
Kendall Capital Management
Maryland
$966K
4
UBS Group
4
UBS Group
Switzerland
$4.5M
5
EK
5
Evensky & Katz
Florida
$29.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$140M
2
Jane Street
2
Jane Street
New York
$2.15M
3
NIA
3
Northstar Investment Advisors
Colorado
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$520K
5
EBT
5
Enterprise Bank & Trust
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$140M 5,500,915 -322,979 -6%
EK
2
Evensky & Katz
Florida
$29.9M 1,171,426 +28,521 +2%
Morgan Stanley
3
Morgan Stanley
New York
$18.1M 710,849 +604,979 +571%
Wells Fargo
4
Wells Fargo
California
$10.4M 406,845 +193,384 +91%
Bank of America
5
Bank of America
North Carolina
$7.71M 302,085 +27,806 +10%
UBS Group
6
UBS Group
Switzerland
$4.5M 176,384 +28,786 +20%
V
7
VeraBank
Texas
$4.1M 160,564 +4,089 +3%
Ameriprise
8
Ameriprise
Minnesota
$3.74M 146,655 +8,544 +6%
FNB
9
Farmers National Bank
Kentucky
$3.42M 134,006 -7,834 -6%
NB
10
Nicolet Bankshares
Wisconsin
$3.34M 130,765 -16,643 -11%
Northern Trust
11
Northern Trust
Illinois
$2.28M 8,923,848 -604,908 -6%
Jane Street
12
Jane Street
New York
$2.15M 84,412 -154,251 -65%
FTUS
13
Flow Traders U.S.
New York
$2.11M 82,498 -4,598 -5%
Stifel Financial
14
Stifel Financial
Missouri
$1.74M 68,359 +2,390 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.54M 60,363 -11,420 -16%
KCM
16
Kendall Capital Management
Maryland
$966K 37,854 +37,854 New
IA
17
IFG Advisory
Georgia
$538K 21,170 +1,250 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$520K 20,364 -40,129 -66%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$394K 15,423 +3,963 +35%
TIA
20
Tiemann Investment Advisors
California
$363K 14,227 +4 +0%
UCFA
21
United Capital Financial Advisors
Texas
$289K 11,307 -139 -1%
CCM
22
Cribstone Capital Management
Maine
$259K 10,162 -18,878 -65%
GWA
23
Guidant Wealth Advisors
Illinois
$226K 8,843 +18 +0.2%
AG
24
Advisor Group
Arizona
$113K 4,459 +604 +16%
AAM
25
Advisors Asset Management
Colorado
$56K 2,182 -733 -25%
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