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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $332M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
10
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Archvest Wealth Advisors
California
$7.04M
2
Jane Street
2
Jane Street
New York
$31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.16M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.59M
5
BTI
5
Blue Trust Inc
Georgia
$169M

Top Sellers

1
AWM
1
Act Wealth Management
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$7.43M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.38M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.36M
5
Wells Fargo
5
Wells Fargo
California
$4.61M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
1
Blue Trust Inc
Georgia
$169M 6,706,514 +78,984 +1%
Jane Street
2
Jane Street
New York
$31M 1,325,837 +254,448 +24%
Ameriprise
3
Ameriprise
Minnesota
$15.4M 656,388 +2,851 +0.4%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$11.1M 474,332 +14,493 +3%
Morgan Stanley
5
Morgan Stanley
New York
$9.36M 399,909 -71,921 -15%
CFD
6
Creative Financial Designs
Indiana
$8.7M 371,833 +16,654 +5%
UBS Group
7
UBS Group
Switzerland
$7.43M 317,721 -460,893 -59%
FNB
8
Farmers National Bank
Kentucky
$7.42M 317,222 +10,397 +3%
AWA
9
Archvest Wealth Advisors
California
$7.04M 300,847 +300,847 New
Bank of America
10
Bank of America
North Carolina
$5.45M 233,086 +18,064 +8%
V
11
VeraBank
Texas
$4.66M 199,211 +6,447 +3%
LPL Financial
12
LPL Financial
California
$4.64M 198,399 -2,649 -1%
Wells Fargo
13
Wells Fargo
California
$4.61M 196,776 -24,982 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.48M 191,387 +41,907 +28%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.16M 177,927 +160,323 +911%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$3.59M 153,508 +153,508 New
KCM
17
Kendall Capital Management
Maryland
$3.58M 152,886 +6,177 +4%
CWM
18
Chesapeake Wealth Management
Virginia
$2.83M 120,867 +17,495 +17%
WA
19
Wealth Architects
California
$2.63M 112,276 – –
Northern Trust
20
Northern Trust
Illinois
$2.62M 11,197,755 -92,553 -0.8%
BG
21
Benedetti & Gucer
Georgia
$2.47M 105,522 -800 -0.8%
KFS
22
Kaizen Financial Strategies
California
$2.38M 101,877 -7,584 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.92M 82,187 -24,291 -23%
TIA
24
Tiemann Investment Advisors
California
$1.79M 76,461 -909 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.38M 59,082 -403,938 -87%
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