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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $391M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
8
Increased
30
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$180M
2
Jane Street
2
Jane Street
New York
$27M
3
Ameriprise
3
Ameriprise
Minnesota
$16.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.77M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.69M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Wells Fargo
2
Wells Fargo
California
$5.59M
3
AWA
3
Archvest Wealth Advisors
California
$0
4
UBS Group
4
UBS Group
Switzerland
$19.6M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$180M 6,627,530 +6,627,530 New
Jane Street
2
Jane Street
New York
$27M 1,071,389 +997,240 +1,345%
AWM
3
Act Wealth Management
Texas
$21.6M 857,323 +23,983 +3%
UBS Group
4
UBS Group
Switzerland
$19.6M 778,614 -111,618 -13%
Ameriprise
5
Ameriprise
Minnesota
$16.5M 653,537 +158,878 +32%
LPWM
6
Lake Point Wealth Management
Texas
$13.5M 537,111 -13,527 -2%
Morgan Stanley
7
Morgan Stanley
New York
$11.9M 471,830 +160 +0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.7M 463,020 +45,351 +11%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11.6M 459,839 -42,716 -8%
CFD
10
Creative Financial Designs
Indiana
$8.96M 355,179 +21,491 +6%
FNB
11
Farmers National Bank
Kentucky
$7.74M 306,825 +7,795 +3%
Wells Fargo
12
Wells Fargo
California
$5.59M 221,758 -301,713 -58%
Bank of America
13
Bank of America
North Carolina
$5.42M 215,022 +33,484 +18%
LPL Financial
14
LPL Financial
California
$5.07M 201,048 -48,603 -19%
V
15
VeraBank
Texas
$4.86M 192,764 +6,677 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.77M 149,480 +92,486 +162%
KCM
17
Kendall Capital Management
Maryland
$3.7M 146,709 -62,823 -30%
Northern Trust
18
Northern Trust
Illinois
$2.85M 11,290,308 +161,043 +1%
WA
19
Wealth Architects
California
$2.83M 112,276 -4,850 -4%
KFS
20
Kaizen Financial Strategies
California
$2.76M 109,461 +12,887 +13%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.69M 106,478 +57,605 +118%
BG
22
Benedetti & Gucer
Georgia
$2.68M 106,322 -2,175 -2%
CWM
23
Chesapeake Wealth Management
Virginia
$2.61M 103,372 +36,033 +54%
TIA
24
Tiemann Investment Advisors
California
$1.95M 77,370 +4,869 +7%
RJA
25
Raymond James & Associates
Florida
$1.65M 65,543 +7,058 +12%
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