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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

67 hedge funds and large institutions have $652M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
18
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$150M
2
Northern Trust
2
Northern Trust
Illinois
$324M
3
FNB
3
Farmers National Bank
Kentucky
$6.27M
4
VA
4
Vident Advisory
Georgia
$3.17M
5
IA
5
IFG Advisory
Georgia
$4.05M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$732K
2
V
2
VeraBank
Texas
$748K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.59M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
5
Bank of America
North Carolina
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$324M 13,950,146 +338,224 +2%
BTI
2
Blue Trust Inc
Georgia
$150M 6,433,412 +2,193,203 +52%
WA
3
Wealth Architects
California
$58.5M 2,515,655 +102,857 +4%
CAL
4
Capital Analysts LLC
Pennsylvania
$51.1M 2,195,217 +36,003 +2%
UBS Group
5
UBS Group
Switzerland
$7.97M 342,576 -11,591 -3%
FNB
6
Farmers National Bank
Kentucky
$6.27M 269,639 +269,639 New
Morgan Stanley
7
Morgan Stanley
New York
$4.59M 197,218 -49,560 -20%
CC
8
Courier Capital
New York
$4.56M 195,932 +52,275 +36%
IA
9
IFG Advisory
Georgia
$4.05M 174,290 +115,227 +195%
Ameriprise
10
Ameriprise
Minnesota
$3.97M 170,529 +949 +0.6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$3.82M 164,314 -4 -0%
Bank of America
12
Bank of America
North Carolina
$3.69M 158,429 -23,446 -13%
VA
13
Vident Advisory
Georgia
$3.17M 136,171 +136,171 New
KCM
14
Kendall Capital Management
Maryland
$3.01M 129,281 -4,177 -3%
Citadel Advisors
15
Citadel Advisors
Florida
$2.5M 107,489 +52,485 +95%
Jane Street
16
Jane Street
New York
$2.34M 100,772 +64,860 +181%
YWM
17
Yoder Wealth Management
California
$2.18M 93,746 -2,770 -3%
BL
18
BFSG LLC
California
$1.52M 65,493 -12,329 -16%
CWM
19
Chesapeake Wealth Management
Virginia
$1.42M 60,917 -5,310 -8%
BI
20
Bolthouse Investments
California
$1.17M 50,424 +50,424 New
SIM
21
Stratos Investment Management
Ohio
$1.07M 45,790 +45,790 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$916K 39,400 -91 -0.2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$879K 37,759 -17,390 -32%
V
24
VeraBank
Texas
$748K 32,153 -76,278 -70%
FTUS
25
Flow Traders U.S.
New York
$732K 31,468 -324,867 -91%
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