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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

55 hedge funds and large institutions have $601M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
55
Holders Change
-5
Holders Change %
-8.33%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
17
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$8.59M
2
WA
2
Wealth Architects
California
$58.1M
3
BTI
3
Blue Trust Inc
Georgia
$99.2M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$52M
5
CC
5
Courier Capital
New York
$3.46M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$328M
2
Ameriprise
2
Ameriprise
Minnesota
$4.09M
3
LPL Financial
3
LPL Financial
California
$681K
4
UBS Group
4
UBS Group
Switzerland
$8.54M
5
Bank of America
5
Bank of America
North Carolina
$4.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$328M 13,611,922 -438,190 -3%
BTI
2
Blue Trust Inc
Georgia
$99.2M 4,240,209 +85,863 +2%
WA
3
Wealth Architects
California
$58.1M 2,412,798 +137,146 +6%
CAL
4
Capital Analysts LLC
Pennsylvania
$52M 2,159,214 +74,930 +4%
FTUS
5
Flow Traders U.S.
New York
$8.59M 356,335 +310,745 +682%
UBS Group
6
UBS Group
Switzerland
$8.54M 354,167 -46,504 -12%
Morgan Stanley
7
Morgan Stanley
New York
$5.95M 246,778 +4,979 +2%
Bank of America
8
Bank of America
North Carolina
$4.38M 181,875 -30,002 -14%
Ameriprise
9
Ameriprise
Minnesota
$4.09M 169,580 -174,133 -51%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$3.96M 164,318 -559 -0.3%
CC
11
Courier Capital
New York
$3.46M 143,657 +65,812 +85%
KCM
12
Kendall Capital Management
Maryland
$3.22M 133,458 -450 -0.3%
V
13
VeraBank
Texas
$2.61M 108,431 -8,160 -7%
YWM
14
Yoder Wealth Management
California
$2.33M 96,516 – –
BL
15
BFSG LLC
California
$1.88M 77,822 -992 -1%
CWM
16
Chesapeake Wealth Management
Virginia
$1.6M 66,227 -9,700 -13%
IA
17
IFG Advisory
Georgia
$1.42M 59,063 +5,234 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.33M 55,149 +11,156 +25%
Citadel Advisors
19
Citadel Advisors
Florida
$1.33M 55,004 +42,914 +355%
RJA
20
Raymond James & Associates
Florida
$1.23M 51,083 -20,601 -29%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$952K 39,491 -2,717 -6%
Jane Street
22
Jane Street
New York
$865K 35,912 +19,081 +113%
LPL Financial
23
LPL Financial
California
$681K 28,248 -94,870 -77%
TIA
24
Tiemann Investment Advisors
California
$647K 26,856 -3,020 -10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$629K 26,118 +26,118 New
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