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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $342M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
34
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$15.2M
2
Ameriprise
Ameriprise
Minnesota
$13.4M
3
LPWM
Lake Point Wealth Management
Texas
$6.43M
4
Wells Fargo
Wells Fargo
California
$10.4M
5
UBS Group
UBS Group
Switzerland
$24.1M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
$0
2
MSFS
Main Street Financial Solutions
Pennsylvania
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$131M
4
Stifel Financial
Stifel Financial
Missouri
$0
5
Bank of America
Bank of America
North Carolina
$8.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$131M -$3.94M -140,821 -3%
UBS Group
2
UBS Group
Switzerland
$24.1M +$4.12M +146,879 +21%
AWM
3
Act Wealth Management
Texas
$22.8M +$1.09M +38,942 +5%
Jane Street
4
Jane Street
New York
$15.2M +$13.5M +481,764 +794%
Morgan Stanley
5
Morgan Stanley
New York
$14.9M +$331K +11,798 +2%
Ameriprise
6
Ameriprise
Minnesota
$13.4M +$12.1M +432,523 +949%
NAS
7
Nicolet Advisory Services
Wisconsin
$13.3M +$480K +17,118 +4%
Wells Fargo
8
Wells Fargo
California
$10.4M +$5.48M +195,612 +112%
CFD
9
Creative Financial Designs
Indiana
$9.12M +$463K +16,497 +5%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$8.91M +$7.32K +261 +0.1%
FNB
11
Farmers National Bank
Kentucky
$8.54M +$875K +31,197 +11%
Bank of America
12
Bank of America
North Carolina
$8.4M -$1.4M -49,869 -14%
LPL Financial
13
LPL Financial
California
$7.29M +$123K +4,369 +2%
AWA
14
Archvest Wealth Advisors
California
$7.22M +$7.22M +257,311 New
LPWM
15
Lake Point Wealth Management
Texas
$6.43M +$6.43M +229,130 New
NB
16
Nicolet Bankshares
Wisconsin
$5.87M +$634K +22,608 +12%
KCM
17
Kendall Capital Management
Maryland
$5.24M +$1.34M +47,663 +34%
V
18
VeraBank
Texas
$4.96M +$139K +4,966 +3%
WA
19
Wealth Architects
California
$3.28M +$527K +18,805 +19%
KFS
20
Kaizen Financial Strategies
California
$2.6M +$236K +8,421 +10%
Northern Trust
21
Northern Trust
Illinois
$2.48M +$19.7K +70,125 +0.8%
TIA
22
Tiemann Investment Advisors
California
$1.87M +$193K +6,885 +12%
CWM
23
Chesapeake Wealth Management
Virginia
$1.67M +$434K +15,485 +35%
SFS
24
Sowell Financial Services
Arkansas
$1.49M +$429K +15,294 +40%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.43M +$285K +10,165 +25%
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