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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

60 hedge funds and large institutions have $591M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
0.97%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
11
Increased
10
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$329M
2
Bank of America
2
Bank of America
North Carolina
$15.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.07M
4
ACG
4
Allen Capital Group
Nebraska
$6.97M
5
HWP
5
Highline Wealth Partners
California
$3.72M

Top Sellers

1
BTI
1
Blue Trust Inc
Georgia
$115M
2
Jane Street
2
Jane Street
New York
$2.19M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.46M
5
CFD
5
Creative Financial Designs
Indiana
$6.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$329M 13,930,870 +2,733,115 +24%
BTI
2
Blue Trust Inc
Georgia
$115M 4,894,807 -1,811,707 -27%
Ameriprise
3
Ameriprise
Minnesota
$15.8M 670,125 +13,737 +2%
Bank of America
4
Bank of America
North Carolina
$15.7M 663,838 +430,752 +185%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$10.1M 426,158 -48,174 -10%
FNB
6
Farmers National Bank
Kentucky
$7.36M 311,688 -5,534 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$7.07M 299,447 +299,447 New
AWA
8
Archvest Wealth Advisors
California
$6.97M 295,003 -5,844 -2%
ACG
9
Allen Capital Group
Nebraska
$6.97M 295,003 +295,003 New
CFD
10
Creative Financial Designs
Indiana
$6.74M 285,294 -86,539 -23%
UBS Group
11
UBS Group
Switzerland
$6.63M 280,602 -37,119 -12%
Morgan Stanley
12
Morgan Stanley
New York
$6.46M 273,534 -126,375 -32%
V
13
VeraBank
Texas
$4.66M 197,374 -1,837 -0.9%
Wells Fargo
14
Wells Fargo
California
$3.81M 161,491 -35,285 -18%
HWP
15
Highline Wealth Partners
California
$3.72M 157,679 +157,679 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.67M 155,213 -22,714 -13%
LPL Financial
17
LPL Financial
California
$3.62M 153,192 -45,207 -23%
KCM
18
Kendall Capital Management
Maryland
$3.48M 147,373 -5,513 -4%
BL
19
BFSG LLC
California
$3.04M 128,528 +128,528 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.87M 121,603 -31,905 -21%
WA
21
Wealth Architects
California
$2.65M 112,276 – –
CWM
22
Chesapeake Wealth Management
Virginia
$2.56M 108,387 -12,480 -10%
BG
23
Benedetti & Gucer
Georgia
$2.49M 105,222 -300 -0.3%
Jane Street
24
Jane Street
New York
$2.19M 92,814 -1,233,023 -93%
PCA
25
Pallas Capital Advisors
Massachusetts
$2.13M 88,240 +72,735 +469%
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