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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

40 hedge funds and large institutions have $269M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
10
Increased
16
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$151M
2
Morgan Stanley
2
Morgan Stanley
New York
$25.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.38M
4
NAS
4
Nicolet Advisory Services
Wisconsin
$11M
5
LPL Financial
5
LPL Financial
California
$5.45M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.83M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
Northern Trust
4
Northern Trust
Illinois
$2.62M
5
V
5
VeraBank
Texas
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$151M 5,440,836 +288,622 +6%
Morgan Stanley
2
Morgan Stanley
New York
$25.8M 926,836 +115,936 +14%
AWM
3
Act Wealth Management
Texas
$19.7M 707,349 +707,349 New
UBS Group
4
UBS Group
Switzerland
$18.9M 678,265 +31,180 +5%
NAS
5
Nicolet Advisory Services
Wisconsin
$11M 394,284 +38,072 +11%
FNB
6
Farmers National Bank
Kentucky
$7.6M 273,366 +273,366 New
LPL Financial
7
LPL Financial
California
$5.45M 196,056 +37,678 +24%
V
8
VeraBank
Texas
$4.35M 156,922 -4,661 -3%
NB
9
Nicolet Bankshares
Wisconsin
$4.04M 145,659 +11,439 +9%
Bank of America
10
Bank of America
North Carolina
$3.67M 132,029 +8,256 +7%
Northern Trust
11
Northern Trust
Illinois
$2.62M 9,429,323 -635,198 -6%
Citadel Advisors
12
Citadel Advisors
Florida
$2.38M 85,586 +78,275 +1,071%
Stifel Financial
13
Stifel Financial
Missouri
$1.93M 69,562 -3,119 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.83M 65,898 -13,627 -17%
KCM
15
Kendall Capital Management
Maryland
$1.66M 59,580 +16,279 +38%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.18M 42,396 +36,594 +631%
Jane Street
17
Jane Street
New York
$1.07M 38,606 +7,338 +23%
Wells Fargo
18
Wells Fargo
California
$1.02M 36,711 +7,626 +26%
Ameriprise
19
Ameriprise
Minnesota
$756K 27,178 -1,661 -6%
AWE
20
Avidian Wealth Enterprises
Texas
$556K 20,000 – –
TNA
21
True North Advisors
Texas
$440K 15,826 +373 +2%
TIA
22
Tiemann Investment Advisors
California
$428K 15,404 +2,007 +15%
FTUS
23
Flow Traders U.S.
New York
$386K 13,869 +13,869 New
IA
24
IFG Advisory
Georgia
$270K 9,720 – –
APA
25
American Portfolios Advisors
New York
$251K 9,035 – –
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