TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT

Overview Fund Activity

42 hedge funds and large institutions have $530M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
12
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$108M
2
VA
2
Valmark Advisers
Ohio
$326M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.55M
4
Comerica Bank
4
Comerica Bank
Texas
$3.71M
5
LC
5
Lourd Capital
California
$1.47M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$778K
2
Morgan Stanley
2
Morgan Stanley
New York
$230K
3
Northern Trust
3
Northern Trust
Illinois
$16.5M
4
SF
4
Synovus Financial
Georgia
$0
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.93M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$326M 13,420,651 +551,022 +4%
Deutsche Bank
2
Deutsche Bank
Germany
$108M 4,463,851 +4,439,131 +17,958%
TAT
3
TD Ameritrade Trust
Colorado
$29.1M 1,196,098 +33,550 +3%
Northern Trust
4
Northern Trust
Illinois
$16.5M 68,008,189 -3,887,665 -5%
HBT
5
Hills Bank & Trust
Iowa
$11.8M 485,676 +54,295 +13%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.93M 285,197 -21,630 -7%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$3.83M 157,642 +2,357 +2%
Comerica Bank
8
Comerica Bank
Texas
$3.71M 152,586 +76,359 +100%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.55M 146,329 +146,329 New
VFS
10
VSR Financial Services
Kansas
$2.49M 102,307 -7,947 -7%
CIA
11
Capital Investment Advisors
Georgia
$2.23M 91,988 +815 +0.9%
Bank of America
12
Bank of America
North Carolina
$2.03M 83,378 +15,859 +23%
IFA
13
Interactive Financial Advisors
Illinois
$1.84M 75,846 -4,745 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.64M 67,474 +28,207 +72%
LC
15
Lourd Capital
California
$1.47M 60,600 +60,600 New
LNB
16
Ledyard National Bank
$1.46M 60,048 +10,270 +21%
LPL Financial
17
LPL Financial
California
$1.34M 55,344 +4,858 +10%
M&T Bank
18
M&T Bank
New York
$778K 32,025 -289,539 -90%
SFA
19
Sequoia Financial Advisors
Ohio
$768K 31,637 -2,166 -6%
Jane Street
20
Jane Street
New York
$490K 20,179 +20,179 New
CS
21
Comerica Securities
Michigan
$405K 16,680 +8,233 +97%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$396K 16,313 +8,067 +98%
Citadel Advisors
23
Citadel Advisors
Florida
$382K 15,724 +15,724 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$379K 15,605 -15,310 -50%
Wells Fargo
25
Wells Fargo
California
$319K 13,138 -5,300 -29%
1
2