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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

60 hedge funds and large institutions have $597M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
12
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Wealth Architects
California
$53.3M
2
CC
2
Courier Capital
New York
$1.82M
3
CAL
3
Capital Analysts LLC
Pennsylvania
$48.8M
4
FTUS
4
Flow Traders U.S.
New York
$1.07M
5
LPL Financial
5
LPL Financial
California
$2.88M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$329M
2
Jane Street
2
Jane Street
New York
$394K
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$385K
4
BTI
4
Blue Trust Inc
Georgia
$98.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$283K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$329M 14,050,112 -759,600 -5%
BTI
2
Blue Trust Inc
Georgia
$98.3M 4,154,346 -50,504 -1%
WA
3
Wealth Architects
California
$53.3M 2,275,652 +87,024 +4%
CAL
4
Capital Analysts LLC
Pennsylvania
$48.8M 2,084,284 +63,145 +3%
UBS Group
5
UBS Group
Switzerland
$9.38M 400,671 -39,929 -9%
Ameriprise
6
Ameriprise
Minnesota
$8.05M 343,713 +12,516 +4%
FNB
7
Farmers National Bank
Kentucky
$6.54M 279,431 -2,839 -1%
Morgan Stanley
8
Morgan Stanley
New York
$5.66M 241,799 -12,421 -5%
Bank of America
9
Bank of America
North Carolina
$4.96M 211,877 -27,313 -11%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$3.86M 164,877 -341 -0.2%
KCM
11
Kendall Capital Management
Maryland
$3.13M 133,908 -16,946 -11%
LPL Financial
12
LPL Financial
California
$2.88M 123,118 +13,438 +12%
V
13
VeraBank
Texas
$2.73M 116,591 -2,538 -2%
YWM
14
Yoder Wealth Management
California
$2.26M 96,516 -6,800 -7%
BL
15
BFSG LLC
California
$1.84M 78,814 +107 +0.1%
CC
16
Courier Capital
New York
$1.82M 77,845 +77,845 New
CWM
17
Chesapeake Wealth Management
Virginia
$1.78M 75,927 -4,035 -5%
RJA
18
Raymond James & Associates
Florida
$1.68M 71,684 -2,826 -4%
IA
19
IFG Advisory
Georgia
$1.26M 53,829 +123 +0.2%
FTUS
20
Flow Traders U.S.
New York
$1.07M 45,590 +45,590 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.03M 43,993 +9,049 +26%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$988K 42,208 +631 +2%
TIA
23
Tiemann Investment Advisors
California
$699K 29,876 -1,000 -3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$575K 24,780 -4,655 -16%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$522K 22,309 -4,916 -18%
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