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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

65 hedge funds and large institutions have $391M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
8
Increased
30
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
51
Investors Research Corp
Georgia
$123K +$14.6K +577 +13%
CP
52
Castleview Partners
Texas
$67.5K -$830K -19,206 -92%
Citigroup
53
Citigroup
New York
$50K
HI
54
Harbour Investments
Wisconsin
$40K +$40K +1,581 New
HWMA
55
Heritage Wealth Management (Arizona)
Arizona
$22.7K
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$20K
BBHC
57
Brown Brothers Harriman & Co
New York
$17K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$8K +$225 +9 +3%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.06K
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$6.56K +$6.36K +246,045 +3,162%
EWA
61
EverSource Wealth Advisors
Alabama
$6K
MAWCM
62
Mine & Arao Wealth Creation & Management
California
$5K
HNB
63
Huntington National Bank
Ohio
$4K
KFI
64
Key Financial Inc
Pennsylvania
$4K
TRCT
65
Tower Research Capital (TRC)
New York
$4K +$1.12K +39 +39%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$4K +$2.65K +112 +196%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
-$173M -6,160,632 Closed
AWA
68
Archvest Wealth Advisors
California
-$7.53M -277,670 Closed
FTUS
69
Flow Traders U.S.
New York
-$2.11M -77,672 Closed
TNA
70
True North Advisors
Texas
-$418K -15,453 Closed
SPC
71
Sigma Planning Corp
Michigan
-$321K -11,848 Closed
SWA
72
SFMG Wealth Advisors
Texas
-$312K -11,500 Closed
PFS
73
Prospera Financial Services
Texas
-$29K -1,067 Closed
PMFA
74
Plante Moran Financial Advisors
Michigan
-$18K -649 Closed
BFC
75
Bedel Financial Consulting
Indiana
-$18K -646 Closed