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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

63 hedge funds and large institutions have $613M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
17
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$360M
2
BTI
2
Blue Trust Inc
Georgia
$143M
3
FTUS
3
Flow Traders U.S.
New York
$2.78M
4
RJA
4
Raymond James & Associates
Florida
$1.71M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.75M

Top Sellers

1
CFD
1
Creative Financial Designs
Indiana
$3.25M
2
Bank of America
2
Bank of America
North Carolina
$12.3M
3
V
3
VeraBank
Texas
$3.21M
4
UBS Group
4
UBS Group
Switzerland
$5.61M
5
Ameriprise
5
Ameriprise
Minnesota
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$360M 15,194,808 +988,498 +7%
BTI
2
Blue Trust Inc
Georgia
$143M 5,849,381 +260,825 +5%
Ameriprise
3
Ameriprise
Minnesota
$16.9M 714,458 -48,147 -6%
Bank of America
4
Bank of America
North Carolina
$12.3M 517,476 -135,397 -21%
AWA
5
Archvest Wealth Advisors
California
$6.62M 279,368 -16,597 -6%
FNB
6
Farmers National Bank
Kentucky
$6.45M 272,187 -14,933 -5%
Morgan Stanley
7
Morgan Stanley
New York
$5.75M 242,759 +22,659 +10%
UBS Group
8
UBS Group
Switzerland
$5.61M 237,019 -51,728 -18%
KCM
9
Kendall Capital Management
Maryland
$3.5M 147,880 -4,299 -3%
CFD
10
Creative Financial Designs
Indiana
$3.25M 137,434 -154,691 -53%
V
11
VeraBank
Texas
$3.21M 135,379 -58,057 -30%
BL
12
BFSG LLC
California
$3.19M 134,568 +6,326 +5%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$3.16M 133,379 – –
Wells Fargo
14
Wells Fargo
California
$3M 126,848 -19,062 -13%
HWP
15
Highline Wealth Partners
California
$3M 126,624 -18,698 -13%
WA
16
Wealth Architects
California
$2.85M 120,499 +2,701 +2%
FTUS
17
Flow Traders U.S.
New York
$2.78M 117,544 +117,544 New
LPL Financial
18
LPL Financial
California
$2.6M 109,636 -17,256 -14%
CWM
19
Chesapeake Wealth Management
Virginia
$2.51M 106,202 +435 +0.4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.38M 100,424 -18,180 -15%
Jane Street
21
Jane Street
New York
$1.93M 81,707 +12,077 +17%
RJA
22
Raymond James & Associates
Florida
$1.71M 72,165 +31,266 +76%
TIA
23
Tiemann Investment Advisors
California
$1.56M 65,821 -3,757 -5%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$1.5M 63,425 -19,008 -23%
YWM
25
Yoder Wealth Management
California
$1.21M 50,931 +22,418 +79%
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