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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

63 hedge funds and large institutions have $613M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
17
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.18M 49,927 -22,239 -31%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.08M 45,467 -60 -0.1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$974K 41,115 -19,502 -32%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$973K 41,106 -3,711 -8%
Osaic Holdings
30
Osaic Holdings
Arizona
$902K 38,101 -3,519 -8%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$767K 32,376 +1,285 +4%
CAN
32
Cetera Advisor Networks
California
$734K 30,977 -3,212 -9%
IA
33
IFG Advisory
Georgia
$729K 30,795 +8,790 +40%
Citadel Advisors
34
Citadel Advisors
Florida
$635K 26,800 -46,059 -63%
NFG
35
Nations Financial Group
Iowa
$541K 22,833
Stifel Financial
36
Stifel Financial
Missouri
$506K 21,366 +60 +0.3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$478K 20,170 -807 -4%
BIA
38
Bell Investment Advisors
California
$444K 18,737 -2,695 -13%
Charles Schwab
39
Charles Schwab
California
$434K 18,337 -5,578 -23%
RIA
40
Regal Investment Advisors
Michigan
$345K 14,549 +963 +7%
CL
41
Choreo LLC
Illinois
$311K 13,150 -9,357 -42%
LMKC
42
L.M. Kohn & Company
Ohio
$296K 12,499 +670 +6%
MIAS
43
Mason Investment Advisory Services
Virginia
$290K 12,253 +802 +7%
NAS
44
Nicolet Advisory Services
Wisconsin
$248K 10,639 -5,153 -33%
LIM
45
Leavell Investment Management
Alabama
$207K 8,745 +8,745 New
IRC
46
Investors Research Corp
Georgia
$189K 7,995 +610 +8%
AC
47
AlphaCore Capital
California
$98.6K 4,162
Fidelity Investments
48
Fidelity Investments
Massachusetts
$78.4K 3,312 +3,311 +331,100%
Franklin Resources
49
Franklin Resources
California
$54.7K 2,309 +2,309 New
DWA
50
Delos Wealth Advisors
Texas
$47.4K 2,000