FlexShares iBoxx 5 Year Target Duration TIPS Index Fund (TDTF) Institutional Ownership

$23.36
-0.01 (-0.04%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for FlexShares iBoxx 5 Year Target Duration TIPS Index Fund (NYSEARCA:TDTF)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.49M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$7.39M
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TDTF Institutional Buying and Selling by Quarter

FlexShares iBoxx 5 Year Target Duration TIPS Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Greenleaf Trust10,223$242K0.0%-37.9%0.030%
4/25/2024 L.M. Kohn & Company20,271$479K0.1%+61.6%0.060%
1/31/2024 Greenleaf Trust16,452$389K0.0%N/A0.057%
1/26/2024 Kendall Capital Management152,442$3.60M1.4%-4.5%0.525%
1/17/2024 IFG Advisory LLC51,955$1.23M0.1%+56.6%0.179%
1/10/2024 Creative Financial Designs Inc. ADV6,614$156K0.0%-95.3%0.023%
10/31/2023 Kendall Capital Management159,692$3.66M1.6%+8.0%0.550%
10/24/2023 Cambridge Investment Research Advisors Inc.16,008$367K0.0%-20.6%0.055%
8/9/2023 Flow Traders U.S. LLC117,544$2.78M0.1%N/A0.405%
7/28/2023 Kendall Capital Management147,880$3.50M1.5%-2.8%0.498%
7/26/2023 Creative Financial Designs Inc. ADV137,434$3.25M0.4%-53.0%0.463%
7/21/2023 IFG Advisory LLC30,795$729K0.1%+39.9%0.104%
7/19/2023 Leavell Investment Management Inc.8,745$207K0.0%N/A0.029%
7/13/2023 Cambridge Investment Research Advisors Inc.20,170$478K0.0%-3.8%0.068%
5/11/2023 Colonial Trust Co SC1,413$35K0.0%+115.7%0.005%
5/11/2023 Kendall Capital Management152,179$3.73M1.8%+3.3%0.514%
5/9/2023 Nicolet Bankshares Inc.17,737$434K0.1%-48.6%0.060%
5/8/2023 L.M. Kohn & Company11,829$290K0.1%N/A0.040%
4/26/2023 IFG Advisory LLC22,005$539K0.1%+6.2%0.074%
4/25/2023 Creative Financial Designs Inc. ADV292,125$7.15M0.9%+2.4%0.987%
2/9/2023 Nicolet Bankshares Inc.34,507$815K0.3%-6.9%0.116%
2/8/2023 Cambridge Investment Research Advisors Inc.16,625$393K0.0%+5.3%0.056%
2/1/2023 Creative Financial Designs Inc. ADV285,294$6.74M1.0%-23.3%0.961%
1/31/2023 IFG Advisory LLC20,715$489K0.0%+84.1%0.070%
1/30/2023 Kendall Capital Management147,373$3.48M1.8%-3.6%0.496%
11/15/2022 Sowell Financial Services LLC14,616$342K0.0%N/A0.054%
11/15/2022 Flow Traders U.S. LLC30,502$714K0.0%N/A0.112%
11/14/2022 Nations Financial Group Inc. IA ADV26,484$620K0.1%+2.9%0.097%
11/10/2022 Nicolet Bankshares Inc.37,059$867K0.2%-37.2%0.136%
11/2/2022 Kendall Capital Management152,886$3.58M2.1%+4.2%0.561%
11/1/2022 Creative Financial Designs Inc. ADV371,833$8.70M1.4%+4.7%1.365%
10/28/2022 IFG Advisory LLC11,250$263K0.0%+17.9%0.041%
10/27/2022 Benedetti & Gucer Inc.105,522$2.47M1.8%-0.8%0.387%
10/17/2022 Cambridge Investment Research Advisors Inc.15,784$369K0.0%+59.5%0.058%
8/8/2022 Nicolet Bankshares Inc.58,996$1.49M0.4%-44.7%0.202%
8/5/2022 Benedetti & Gucer Inc.106,322$2.68M1.8%-2.0%0.365%
8/1/2022 Creative Financial Designs Inc. ADV355,179$8.96M1.5%+6.4%1.186%
7/29/2022 Kendall Capital Management146,709$3.70M2.0%-30.0%0.489%
7/13/2022 Cambridge Investment Research Advisors Inc.9,894$250K0.0%-63.2%0.033%
5/6/2022 Kendall Capital Management209,532$5.68M2.7%+12.0%0.685%
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4/22/2022 Benedetti & Gucer Inc.108,497$2.94M2.0%N/A0.353%
4/15/2022 Creative Financial Designs Inc. ADV333,688$9.05M1.4%+2.5%1.085%
2/11/2022 True North Advisors LLC15,453$433K0.1%N/A0.056%
2/10/2022 Nations Financial Group Inc. IA ADV16,239$455K0.1%+115.8%0.059%
2/9/2022 Sowell Financial Services LLC53,260$1.49M0.1%+40.3%0.192%
2/9/2022 Nicolet Bankshares Inc.209,420$5.87M1.3%+12.1%0.755%
2/4/2022 VeraBank N.A.177,021$4.96M2.5%+2.9%0.639%
2/3/2022 Cambridge Investment Research Advisors Inc.7,462$209K0.0%N/A0.027%
2/2/2022 Sigma Planning Corp8,203$230K0.0%N/A0.030%
1/28/2022 Kendall Capital Management187,016$5.24M2.5%+34.2%0.675%
1/26/2022 Creative Financial Designs Inc. ADV325,394$9.12M1.4%+5.3%1.175%
11/16/2021 Nicolet Bankshares Inc.186,812$5.22M1.3%+4.2%0.717%
11/15/2021 Flow Traders U.S. LLC13,036$364K0.0%N/A0.050%
11/12/2021 Nations Financial Group Inc. IA ADV7,525$210K0.0%N/A0.029%
11/5/2021 Kendall Capital Management139,353$3.89M2.1%+26.7%0.537%
11/4/2021 Sowell Financial Services LLC37,966$1.06M0.1%+22.2%0.146%
10/8/2021 Creative Financial Designs Inc. ADV308,897$8.63M1.4%+5.3%1.241%
10/7/2021 VeraBank N.A.172,055$4.81M2.7%+6.0%0.694%
8/12/2021 Strategic Blueprint LLC1,500$42K0.0%N/A0.006%
8/11/2021 Nicolet Bankshares Inc.179,206$5.02M1.3%+16.0%0.761%
8/5/2021 Sowell Financial Services LLC31,070$870K0.1%+68.7%0.130%
8/4/2021 VeraBank N.A.162,371$4.55M2.7%+2.4%0.704%
8/1/2021 Kendall Capital Management110,018$3.08M1.7%+57.7%0.477%
7/31/2021 Creative Financial Designs Inc. ADV293,269$8.21M1.4%N/A1.272%
5/18/2021 Flow Traders U.S. LLC83,647$2.32M0.1%+503.1%0.385%
5/17/2021 Ameriprise Financial Inc.37,960$1.07M0.0%+39.7%0.175%
5/7/2021 Sowell Financial Services LLC18,413$518K0.0%N/A0.086%
5/5/2021 Kendall Capital Management69,771$1.93M1.2%+17.1%0.325%
5/3/2021 Nicolet Bankshares Inc.154,427$4.28M1.2%+6.0%0.720%
4/13/2021 VeraBank N.A.158,559$4.39M2.9%+1.0%0.746%
2/8/2021 Kendall Capital Management59,580$1.66M1.2%+37.6%0.284%
1/29/2021 VeraBank N.A.156,922$4.35M3.1%-2.9%0.740%
11/12/2020 JPMorgan Chase & Co.2,598$72K0.0%N/A0.012%
11/2/2020 IFG Advisory LLC9,720$267K0.0%-20.8%0.045%
10/27/2020 Nicolet Bankshares Inc.134,220$3.69M1.3%+4.3%0.616%
10/22/2020 Kendall Capital Management43,301$1.19M1.0%+26.4%0.200%
10/16/2020 VeraBank N.A.161,583$4.45M3.4%-2.2%0.750%
7/30/2020 Kendall Capital Management34,257$916K0.9%+1.9%0.171%
7/22/2020 Nicolet Bankshares Inc.128,689$3.44M1.3%-1.7%0.648%
5/11/2020 IFG Advisory LLC12,455$321K0.1%-24.0%0.065%
(Data available from 1/1/2016 forward)

TDTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TDTF shares?

During the previous two years, 13 institutional investors and hedge funds held shares of FlexShares iBoxx 5 Year Target Duration TIPS Index Fund. The most heavily invested institutionals were Kendall Capital Management ($3.60M), Flow Traders U.S. LLC ($2.78M), Benedetti & Gucer Inc. ($2.47M), IFG Advisory LLC ($1.23M), Nations Financial Group Inc. IA ADV ($620K), L.M. Kohn & Company ($479K), and Nicolet Bankshares Inc. ($434K).Learn more on TDTF's institutional investors.

Which institutional investors have been buying FlexShares iBoxx 5 Year Target Duration TIPS Index Fund stock?

Of the 11 institutional investors that purchased FlexShares iBoxx 5 Year Target Duration TIPS Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($148.05K), Creative Financial Designs Inc. ADV ($44.98K), IFG Advisory LLC ($40.04K), Kendall Capital Management ($22.80K), L.M. Kohn & Company ($19.56K), Greenleaf Trust ($16.45K), and Sowell Financial Services LLC ($14.62K).

How much institutional buying is happening at FlexShares iBoxx 5 Year Target Duration TIPS Index Fund?

Institutional investors have bought a total of 323,456 shares in the last 24 months. This purchase volume represents approximately $7.68M in transactions.

Which FlexShares iBoxx 5 Year Target Duration TIPS Index Fund major shareholders have been selling company stock?

The following institutional investors have sold FlexShares iBoxx 5 Year Target Duration TIPS Index Fund stock in the last 24 months: Creative Financial Designs Inc. ADV ($376.39K), Nicolet Bankshares Inc. ($88.98K), Kendall Capital Management ($79.89K), Cambridge Investment Research Advisors Inc. ($21.98K), Greenleaf Trust ($6.23K), and Benedetti & Gucer Inc. ($2.98K).

How much institutional selling is happening at FlexShares iBoxx 5 Year Target Duration TIPS Index Fund?

Institutional investors have sold a total of 576,438 shares in the last 24 months. This volume of shares sold represents approximately $13.84M in transactions.


This page (NYSEARCA:TDTF) was last updated on 5/19/2024 by MarketBeat.com Staff

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