TDTF icon

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

33 hedge funds and large institutions have $212M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
1
Increased
12
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NAS
1
Nicolet Advisory Services
Wisconsin
$8.66M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.3M
4
UBS Group
4
UBS Group
Switzerland
$14.3M
5
Northern Trust
5
Northern Trust
Illinois
$2.56M

Top Sellers

1
EK
1
Evensky & Katz
Florida
$21K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$653K
4
Jane Street
4
Jane Street
New York
$2.74M
5
NB
5
Nicolet Bankshares
Wisconsin
$3.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$134M 5,181,662 – –
Morgan Stanley
2
Morgan Stanley
New York
$21.3M 798,496 +24,572 +3%
UBS Group
3
UBS Group
Switzerland
$14.3M 533,555 +22,890 +4%
NAS
4
Nicolet Advisory Services
Wisconsin
$8.66M 323,778 +88,889 +38%
Bank of America
5
Bank of America
North Carolina
$5.89M 220,330 +6,039 +3%
V
6
VeraBank
Texas
$4.42M 165,290 -296 -0.2%
NB
7
Nicolet Bankshares
Wisconsin
$3.44M 128,689 -2,275 -2%
Wells Fargo
8
Wells Fargo
California
$3.08M 115,272 -2,209 -2%
Jane Street
9
Jane Street
New York
$2.74M 102,549 -28,522 -22%
Northern Trust
10
Northern Trust
Illinois
$2.56M 9,558,290 +1,178,359 +14%
LPL Financial
11
LPL Financial
California
$2.43M 90,869 +4,403 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.26M 84,673 +55,941 +195%
Stifel Financial
13
Stifel Financial
Missouri
$1.93M 72,006 +1,988 +3%
KCM
14
Kendall Capital Management
Maryland
$916K 34,257 +633 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$866K 32,409 -978 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$653K 24,431 -35,430 -59%
AWE
17
Avidian Wealth Enterprises
Texas
$535K 20,000 +423 +2%
Ameriprise
18
Ameriprise
Minnesota
$530K 19,837 -1,070 -5%
TNA
19
True North Advisors
Texas
$413K 15,453 – –
TIA
20
Tiemann Investment Advisors
California
$358K 13,397 -44 -0.3%
IA
21
IFG Advisory
Georgia
$328K 12,280 -175 -1%
UCFA
22
United Capital Financial Advisors
Texas
$303K 11,330 -824 -7%
APA
23
American Portfolios Advisors
New York
$108K 4,035 +3,958 +5,140%
PAG
24
Private Advisor Group
New Jersey
$50K 1,863 +1,863 New
IRC
25
Investors Research Corp
Georgia
$38K 1,424 +561 +65%
1
2