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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

37 hedge funds and large institutions have $238M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
7
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
Nicolet Advisory Services
Wisconsin
+$2.32M
2
Jane Street
Jane Street
New York
+$2.08M
3
FTUS
Flow Traders U.S.
New York
+$695K
4
AWE
Avidian Wealth Enterprises
Texas
+$505K
5
TNA
True North Advisors
Texas
+$398K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.22M
2
WQ
Wealth Quarterback
New Jersey
-$1.23M
3
LPL Financial
LPL Financial
California
-$1.17M
4
Bank of America
Bank of America
North Carolina
-$801K
5
EK
Evensky & Katz
Florida
-$790K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$134M -$2.22M -86,053 -2%
EK
2
Evensky & Katz
Florida
$29.8M -$790K -30,619 -3%
Morgan Stanley
3
Morgan Stanley
New York
$20M -$778K -30,153 -4%
UBS Group
4
UBS Group
Switzerland
$13.2M -$530K -20,536 -4%
NAS
5
Nicolet Advisory Services
Wisconsin
$6.06M +$2.32M +90,074 +62%
Bank of America
6
Bank of America
North Carolina
$5.53M -$801K -31,030 -13%
V
7
VeraBank
Texas
$4.27M -$1.14K -44 -0%
Northern Trust
8
Northern Trust
Illinois
$3.44M -$58.9K -143,393 -2%
Jane Street
9
Jane Street
New York
$3.38M +$2.08M +80,523 +159%
NB
10
Nicolet Bankshares
Wisconsin
$3.38M -$194K -7,514 -5%
Wells Fargo
11
Wells Fargo
California
$3.03M -$677K -26,214 -18%
LPL Financial
12
LPL Financial
California
$2.23M -$1.17M -45,290 -34%
Stifel Financial
13
Stifel Financial
Missouri
$1.81M +$63.1K +2,443 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$1.55M +$84.5K +3,275 +6%
FTUS
15
Flow Traders U.S.
New York
$1.19M +$695K +26,931 +141%
KCM
16
Kendall Capital Management
Maryland
$868K -$195K -7,570 -18%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$862K -$47.6K -1,843 -5%
Osaic Holdings
18
Osaic Holdings
Arizona
$742K +$742K +28,732 New
Ameriprise
19
Ameriprise
Minnesota
$539K -$613K -23,795 -53%
AWE
20
Avidian Wealth Enterprises
Texas
$505K +$505K +19,577 New
TNA
21
True North Advisors
Texas
$398K +$398K +15,453 New
TIA
22
Tiemann Investment Advisors
California
$347K – – –
IA
23
IFG Advisory
Georgia
$321K -$102K -3,940 -24%
UCFA
24
United Capital Financial Advisors
Texas
$314K – – –
William Blair & Company
25
William Blair & Company
Illinois
$38K +$7.2K +278 +23%
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