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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

72 hedge funds and large institutions have $774M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
IRC
51
Investors Research Corp
Georgia
$178K
ASN
52
Advisory Services Network
Georgia
$177K
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$170K
RCG
54
Rock Creek Group
District of Columbia
$140K
Jones Financial Companies
55
Jones Financial Companies
Missouri
$88.4K
AWM
56
AE Wealth Management
Kansas
$46.1K
MCM
57
MAI Capital Management
Ohio
$45.6K
WANY
58
Wealthspire Advisors (New York)
New York
$40.7K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$34.6K
HI
60
Harbour Investments
Wisconsin
$32.4K
SAM
61
Smartleaf Asset Management
Massachusetts
$30.7K
NA
62
NewEdge Advisors
Louisiana
$23.8K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$16.8K
JP Morgan Chase
64
JP Morgan Chase
New York
$16.5K
CT
65
Colonial Trust
South Carolina
$10.3K
KTC
66
Kentucky Trust Company
Kentucky
$9.71K
AssetMark Inc
67
AssetMark Inc
California
$7.94K
CFD
68
Creative Financial Designs
Indiana
$6.96K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K
PMFA
70
Plante Moran Financial Advisors
Michigan
$6.77K
PC
71
Promus Capital
Illinois
$5K
KFI
72
Key Financial Inc
Pennsylvania
$3.42K
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
TGAM
74
TBH Global Asset Management
Tennessee
LMKC
75
L.M. Kohn & Company
Ohio