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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

37 hedge funds and large institutions have $236M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
9
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.37M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$3.7M
3
UBS Group
3
UBS Group
Switzerland
$13.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.45M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.29M
2
Ameriprise
2
Ameriprise
Minnesota
$1.14M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$135M
4
Wells Fargo
4
Wells Fargo
California
$3.68M
5
Bank of America
5
Bank of America
North Carolina
$6.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$135M 5,267,715 -88,576 -2%
EK
2
Evensky & Katz
Florida
$30.3M 1,185,467 -10,020 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$20.6M 804,077 +25,320 +3%
UBS Group
4
UBS Group
Switzerland
$13.6M 531,201 +77,332 +17%
Bank of America
5
Bank of America
North Carolina
$6.28M 245,321 -42,146 -15%
V
6
VeraBank
Texas
$4.24M 165,630 +1,834 +1%
NAS
7
Nicolet Advisory Services
Wisconsin
$3.7M 144,815 +84,301 +139%
Wells Fargo
8
Wells Fargo
California
$3.68M 143,695 -76,173 -35%
NB
9
Nicolet Bankshares
Wisconsin
$3.54M 138,478 +19,657 +17%
LPL Financial
10
LPL Financial
California
$3.37M 131,756 +131,756 New
Northern Trust
11
Northern Trust
Illinois
$2.18M 8,523,324 -243,902 -3%
Stifel Financial
12
Stifel Financial
Missouri
$1.73M 67,575 -269 -0.4%
Citadel Advisors
13
Citadel Advisors
Florida
$1.45M 56,586 +23,577 +71%
Jane Street
14
Jane Street
New York
$1.29M 50,548 -305,081 -86%
Ameriprise
15
Ameriprise
Minnesota
$1.14M 44,702 -103,902 -70%
KCM
16
Kendall Capital Management
Maryland
$1.05M 41,194 +4,974 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$901K 35,230 -13,379 -28%
FTUS
18
Flow Traders U.S.
New York
$488K 19,093 +19,093 New
IA
19
IFG Advisory
Georgia
$419K 16,395 – –
TIA
20
Tiemann Investment Advisors
California
$344K 13,441 -795 -6%
UCFA
21
United Capital Financial Advisors
Texas
$311K 12,154 +837 +7%
AG
22
Advisor Group
Arizona
$118K 4,631 +572 +14%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$36K 1,382 – –
William Blair & Company
24
William Blair & Company
Illinois
$30K 1,189 – –
Citigroup
25
Citigroup
New York
$28K 1,105 – –
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