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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

60 hedge funds and large institutions have $597M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LMKC
26
L.M. Kohn & Company
Ohio
$489K 20,891 +620 +3%
Jane Street
27
Jane Street
New York
$394K 16,831 -120,566 -88%
IWC
28
Integrated Wealth Concepts
Massachusetts
$385K 16,464 -94,125 -85%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$370K 15,800 +12,340 +357%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$367K 15,698 -1,108 -7%
Charles Schwab
31
Charles Schwab
California
$352K 15,027 -3,537 -19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$346K 14,791 -2,908 -16%
Citadel Advisors
33
Citadel Advisors
Florida
$283K 12,090 -41,300 -77%
HighTower Advisors
34
HighTower Advisors
Illinois
$246K 10,518 +10,518 New
GT
35
Greenleaf Trust
Michigan
$239K 10,223
AWA
36
Archvest Wealth Advisors
California
$239K 10,304 -23,313 -69%
TSS
37
Two Sigma Securities
New York
$236K 10,072 -2,250 -18%
SVWG
38
Shared Vision Wealth Group
United States
$227K 9,711
CL
39
Choreo LLC
Illinois
$212K 9,126 +9,126 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$206K 8,807 -735 -8%
Wells Fargo
41
Wells Fargo
California
$205K 8,779 +189 +2%
IRC
42
Investors Research Corp
Georgia
$146K 6,248 -2,523 -29%
CFD
43
Creative Financial Designs
Indiana
$121K 5,156 +206 +4%
Comerica Bank
44
Comerica Bank
Texas
$101K 4,336 -8,637 -67%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$49.1K 2,099 -567 -21%
Osaic Holdings
46
Osaic Holdings
Arizona
$40.7K 1,738 -4,070 -70%
BIA
47
Bell Investment Advisors
California
$34.3K 1,467 -7,916 -84%
HI
48
Harbour Investments
Wisconsin
$24.9K 1,066 -515 -33%
CT
49
Colonial Trust
South Carolina
$24.3K 1,040 -23 -2%
ZRP
50
Zynergy Retirement Planning
New Jersey
$22.6K 967 +967 New