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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

65 hedge funds and large institutions have $677M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
25
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$44.6M
2
Northern Trust
2
Northern Trust
Illinois
$372M
3
Jane Street
3
Jane Street
New York
$10.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.05M
5
UBS Group
5
UBS Group
Switzerland
$9.06M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.01M
2
HWP
2
Highline Wealth Partners
California
$72.9K
3
AWA
3
Archvest Wealth Advisors
California
$4.64M
4
FTUS
4
Flow Traders U.S.
New York
$1.09M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$372M 16,198,669 +1,003,861 +7%
BTI
2
Blue Trust Inc
Georgia
$141M 5,939,332 +89,951 +2%
CAL
3
Capital Analysts LLC
Pennsylvania
$44.6M 1,943,817 +1,943,817 New
Ameriprise
4
Ameriprise
Minnesota
$17.1M 743,765 +29,307 +4%
Jane Street
5
Jane Street
New York
$10.2M 445,131 +363,424 +445%
UBS Group
6
UBS Group
Switzerland
$9.06M 394,883 +157,864 +67%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$8.05M 346,000 +346,000 New
Bank of America
8
Bank of America
North Carolina
$7.01M 305,789 -211,687 -41%
FNB
9
Farmers National Bank
Kentucky
$6.67M 290,949 +18,762 +7%
Morgan Stanley
10
Morgan Stanley
New York
$4.97M 216,705 -26,054 -11%
AWA
11
Archvest Wealth Advisors
California
$4.64M 202,076 -77,292 -28%
KCM
12
Kendall Capital Management
Maryland
$3.66M 159,692 +11,812 +8%
Wells Fargo
13
Wells Fargo
California
$3.53M 153,670 +26,822 +21%
AI
14
Atria Investments
North Carolina
$3.43M 149,436 +149,436 New
OFS
15
OneAscent Financial Services
Alabama
$3.43M 149,436 +149,436 New
CFD
16
Creative Financial Designs
Indiana
$3.25M 141,771 +4,337 +3%
BL
17
BFSG LLC
California
$3.12M 136,095 +1,527 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$3.06M 133,528 +149 +0.1%
V
19
VeraBank
Texas
$3.01M 131,132 -4,247 -3%
WA
20
Wealth Architects
California
$2.76M 120,499 – –
LPL Financial
21
LPL Financial
California
$2.62M 114,105 +4,469 +4%
CWM
22
Chesapeake Wealth Management
Virginia
$2.07M 90,031 -16,171 -15%
YWM
23
Yoder Wealth Management
California
$2.06M 89,739 +38,808 +76%
RJA
24
Raymond James & Associates
Florida
$1.71M 74,507 +2,342 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.45M 63,365 -37,059 -37%
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