TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

Overview Fund Activity

68 hedge funds and large institutions have $128M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
13
Increased
13
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.19M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$1.52M
3
HBT
3
Hills Bank & Trust
Iowa
$26.6M
4
WPA
4
West Paces Advisors
Georgia
$17.1M
5
IA
5
IFG Advisory
Georgia
$651K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.23M
2
Bank of America
2
Bank of America
North Carolina
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$447K
4
FTUS
4
Flow Traders U.S.
New York
$2.72M
5
HFA
5
HC Financial Advisors
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
51
Hirtle Callaghan & Co
Pennsylvania
$59K -$60K – –
GTAM
52
Global Trust Asset Management
Florida
$56K – – –
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$54K – – –
HNB
54
Huntington National Bank
Ohio
$47K -$122K – –
AG
55
Advisor Group
Arizona
$43K -$14.8K -592 -26%
FHA
56
Flagship Harbor Advisors
Massachusetts
$37K – – –
LB
57
Legacy Bridge
Iowa
$32K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$23K +$23K +954 New
APA
60
American Portfolios Advisors
New York
$19.1K +$19.1K +775 New
BFC
61
Bedel Financial Consulting
Indiana
$19K +$19K +784 New
William Blair & Company
62
William Blair & Company
Illinois
$16K – – –
EFSCE
63
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
TWA
64
TCI Wealth Advisors
Arizona
$10K – – –
OIA
65
Optimum Investment Advisors
Illinois
$10K – – –
CCM
66
Covington Capital Management
California
$9K – – –
Citigroup
67
Citigroup
New York
$8K -$10.1K -406 -56%
GRP
68
Global Retirement Partners
California
$6K +$6K +233 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$6K +$6K +241 New
AA
70
AlphaMark Advisors
Kentucky
$3K – – –
JIP
71
Jaffetilchin Investment Partners
Florida
– -$574K -23,257 Closed
FNBT
72
FineMark National Bank & Trust
Florida
– -$285K -11,550 Closed
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
– -$202K -8,161 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$147K -5,971 Closed
POIA
75
Pin Oak Investment Advisors
Texas
– -$91K -3,677 Closed
1 2
3
4