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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

67 hedge funds and large institutions have $652M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+12
Holders Change %
+21.82%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
19
Increased
18
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
51
MAI Capital Management
Ohio
$45.7K +$45.7K +1,965 New
HNB
52
Huntington National Bank
Ohio
$25.1K -$26.1K
HI
53
Harbour Investments
Wisconsin
$24.9K
ZRP
54
Zynergy Retirement Planning
New Jersey
$23.3K
CT
55
Colonial Trust
South Carolina
$22.3K +$4.82K +207 +28%
KTC
56
Kentucky Trust Company
Kentucky
$13.5K +$13.5K +581 New
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.51K
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$6.45K -$15.4K -662 -71%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$6.07K +$6.07K +261 New
Jones Financial Companies
60
Jones Financial Companies
Missouri
$5.96K +$5.96K +256 New
PC
61
Promus Capital
Illinois
$4.79K +$4.79K +206 New
KFI
62
Key Financial Inc
Pennsylvania
$3.28K
CFD
63
Creative Financial Designs
Indiana
$2.72K -$35.1K -1,510 -93%
CWC
64
Carolinas Wealth Consulting
North Carolina
$2.63K
TRCT
65
Tower Research Capital (TRC)
New York
$2.33K
TAM
66
Tucker Asset Management
Colorado
$2.33K
RWM
67
Ruedi Wealth Management
Illinois
$1.58K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$1.58K +$46 +2 +3%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$629K -26,118 Closed
CL
70
Choreo LLC
Illinois
-$213K -8,828 Closed
FPB
71
First PREMIER Bank
South Dakota
-$82K -3,400 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
-$39.3K -1,631 Closed
BIA
73
Bell Investment Advisors
California
-$35.7K -1,481 Closed
KPP
74
Kings Path Partners
Texas
-$10K -415 Closed