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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

39 hedge funds and large institutions have $252M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
5
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.26M
2
FTUS
2
Flow Traders U.S.
New York
$2.32M
3
KFS
3
Kaizen Financial Strategies
California
$1.49M
4
AWM
4
Act Wealth Management
Texas
$20.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$717K

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$133M
2
UBS Group
2
UBS Group
Switzerland
$14.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$23.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$279K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$133M 4,814,573 -626,263 -12%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M 847,156 -79,680 -9%
AWM
3
Act Wealth Management
Texas
$20.9M 755,856 +48,507 +7%
UBS Group
4
UBS Group
Switzerland
$14.8M 532,879 -145,386 -21%
NAS
5
Nicolet Advisory Services
Wisconsin
$11.4M 412,100 +17,816 +5%
FNB
6
Farmers National Bank
Kentucky
$8.28M 299,183 +25,817 +9%
LPL Financial
7
LPL Financial
California
$5.91M 213,479 +17,423 +9%
V
8
VeraBank
Texas
$4.39M 158,559 +1,637 +1%
NB
9
Nicolet Bankshares
Wisconsin
$4.28M 154,427 +8,768 +6%
Bank of America
10
Bank of America
North Carolina
$3.88M 140,147 +8,118 +6%
Wells Fargo
11
Wells Fargo
California
$3.26M 117,825 +81,114 +221%
Northern Trust
12
Northern Trust
Illinois
$2.55M 9,203,682 -225,641 -2%
FTUS
13
Flow Traders U.S.
New York
$2.32M 83,647 +69,778 +503%
KCM
14
Kendall Capital Management
Maryland
$1.93M 69,771 +10,191 +17%
Stifel Financial
15
Stifel Financial
Missouri
$1.93M 69,539 -23 -0%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.63M 59,034 -6,864 -10%
KFS
17
Kaizen Financial Strategies
California
$1.49M 53,750 +53,750 New
Ameriprise
18
Ameriprise
Minnesota
$1.07M 37,960 +10,782 +40%
TIA
19
Tiemann Investment Advisors
California
$1.01M 36,354 +20,950 +136%
Jane Street
20
Jane Street
New York
$932K 33,679 -4,927 -13%
AWE
21
Avidian Wealth Enterprises
Texas
$717K 25,906 +5,906 +30%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$717K 25,936 +25,936 New
SFS
23
Sowell Financial Services
Arkansas
$518K 18,413 +18,413 New
TNA
24
True North Advisors
Texas
$438K 15,826 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$279K 10,089 -32,307 -76%
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