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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

56 hedge funds and large institutions have $301M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
16
Increased
26
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FNB
1
Farmers National Bank
Kentucky
$7.6M
2
BPA
2
Beacon Pointe Advisors
California
$5.43M
3
Bank of America
3
Bank of America
North Carolina
$9.76M
4
UBS Group
4
UBS Group
Switzerland
$19.9M
5
WA
5
Wealth Architects
California
$2.74M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FA
3
Fiducient Advisors
Illinois
$412K
4
Northern Trust
4
Northern Trust
Illinois
$2.45M
5
SB
5
Strategic Blueprint
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$135M 4,830,526 +2,042 +0%
AWM
2
Act Wealth Management
Texas
$21.7M 773,587 – –
UBS Group
3
UBS Group
Switzerland
$19.9M 711,775 +169,208 +31%
Morgan Stanley
4
Morgan Stanley
New York
$14.5M 520,234 +23,067 +5%
NAS
5
Nicolet Advisory Services
Wisconsin
$12.8M 458,157 +30,134 +7%
Bank of America
6
Bank of America
North Carolina
$9.76M 349,444 +194,086 +125%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$8.87M 317,451 +53,749 +20%
CFD
8
Creative Financial Designs
Indiana
$8.63M 308,897 +15,628 +5%
FNB
9
Farmers National Bank
Kentucky
$7.6M 273,366 +273,366 New
LPL Financial
10
LPL Financial
California
$7.14M 255,585 +24,862 +11%
BPA
11
Beacon Pointe Advisors
California
$5.43M 194,411 +194,411 New
NB
12
Nicolet Bankshares
Wisconsin
$5.22M 186,812 +7,606 +4%
Wells Fargo
13
Wells Fargo
California
$4.89M 175,169 +2,733 +2%
V
14
VeraBank
Texas
$4.81M 172,055 +9,684 +6%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$4.63M 165,891 +1,785 +1%
KCM
16
Kendall Capital Management
Maryland
$3.89M 139,353 +29,335 +27%
WA
17
Wealth Architects
California
$2.74M 98,221 +98,221 New
Northern Trust
18
Northern Trust
Illinois
$2.45M 8,775,645 -369,695 -4%
KFS
19
Kaizen Financial Strategies
California
$2.36M 84,336 +84,336 New
Stifel Financial
20
Stifel Financial
Missouri
$1.84M 65,964 +1,055 +2%
Jane Street
21
Jane Street
New York
$1.7M 60,707 -603,215 -91%
TIA
22
Tiemann Investment Advisors
California
$1.67M 59,800 +1,944 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.37M 48,956 +34,773 +245%
Ameriprise
24
Ameriprise
Minnesota
$1.28M 45,586 +2,999 +7%
CWM
25
Chesapeake Wealth Management
Virginia
$1.23M 43,920 +24,585 +127%
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