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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

74 hedge funds and large institutions have $792M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$217K
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$214K
IRC
53
Investors Research Corp
Georgia
$178K
ASN
54
Advisory Services Network
Georgia
$177K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$170K
RCG
56
Rock Creek Group
District of Columbia
$140K
Jones Financial Companies
57
Jones Financial Companies
Missouri
$88.4K
AWM
58
AE Wealth Management
Kansas
$46.1K
MCM
59
MAI Capital Management
Ohio
$45.6K
WANY
60
Wealthspire Advisors (New York)
New York
$40.7K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$34.6K
HI
62
Harbour Investments
Wisconsin
$32.4K
SAM
63
Smartleaf Asset Management
Massachusetts
$30.7K
NA
64
NewEdge Advisors
Louisiana
$23.8K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$16.8K
JP Morgan Chase
66
JP Morgan Chase
New York
$16.5K
CT
67
Colonial Trust
South Carolina
$10.3K
KTC
68
Kentucky Trust Company
Kentucky
$9.71K
AssetMark Inc
69
AssetMark Inc
California
$7.94K
CFD
70
Creative Financial Designs
Indiana
$6.96K
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K
PMFA
72
Plante Moran Financial Advisors
Michigan
$6.77K
PC
73
Promus Capital
Illinois
$5K
KFI
74
Key Financial Inc
Pennsylvania
$3.42K
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania