TDTF icon

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $387M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.06%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$173M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.3M
3
LPWM
3
Lake Point Wealth Management
Texas
$14.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$13.6M
5
Wells Fargo
5
Wells Fargo
California
$14.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.01M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$2.83M
3
Bank of America
3
Bank of America
North Carolina
$4.92M
4
NB
4
Nicolet Bankshares
Wisconsin
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$173M 6,160,632 +1,470,927 +31%
UBS Group
2
UBS Group
Switzerland
$24.1M 890,232 +31,578 +4%
AWM
3
Act Wealth Management
Texas
$22.6M 833,340 +20,811 +3%
LPWM
4
Lake Point Wealth Management
Texas
$14.9M 550,638 +321,508 +140%
Wells Fargo
5
Wells Fargo
California
$14.2M 523,471 +152,690 +41%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$13.6M 502,555 +184,843 +58%
Ameriprise
7
Ameriprise
Minnesota
$13.4M 494,659 +16,550 +3%
Morgan Stanley
8
Morgan Stanley
New York
$12.8M 471,670 -60,362 -11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.3M 417,669 +408,917 +4,672%
CFD
10
Creative Financial Designs
Indiana
$9.05M 333,688 +8,294 +3%
FNB
11
Farmers National Bank
Kentucky
$8.11M 299,030 -5,533 -2%
AWA
12
Archvest Wealth Advisors
California
$7.53M 277,670 +20,359 +8%
LPL Financial
13
LPL Financial
California
$6.77M 249,651 -10,303 -4%
KCM
14
Kendall Capital Management
Maryland
$5.68M 209,532 +22,516 +12%
V
15
VeraBank
Texas
$5.05M 186,087 +9,066 +5%
Bank of America
16
Bank of America
North Carolina
$4.92M 181,538 -118,037 -39%
WA
17
Wealth Architects
California
$3.18M 117,126 +100 +0.1%
Northern Trust
18
Northern Trust
Illinois
$3.02M 11,129,265 +2,283,495 +26%
BG
19
Benedetti & Gucer
Georgia
$2.94M 108,497 +108,497 New
NB
20
Nicolet Bankshares
Wisconsin
$2.89M 106,716 -102,704 -49%
NAS
21
Nicolet Advisory Services
Wisconsin
$2.83M 106,568 -368,707 -78%
KFS
22
Kaizen Financial Strategies
California
$2.62M 96,574 +3,817 +4%
FTUS
23
Flow Traders U.S.
New York
$2.11M 77,672 +77,672 New
Jane Street
24
Jane Street
New York
$2.01M 74,149 -468,322 -86%
TIA
25
Tiemann Investment Advisors
California
$1.97M 72,501 +5,816 +9%
1
2 3