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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

67 hedge funds and large institutions have $762M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
MCM
51
MAI Capital Management
Ohio
$83.2K
Jones Financial Companies
52
Jones Financial Companies
Missouri
$63.2K
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$50.7K
AWM
54
AE Wealth Management
Kansas
$46.6K
HI
55
Harbour Investments
Wisconsin
$32.4K
ZRP
56
Zynergy Retirement Planning
New Jersey
$22.5K
CT
57
Colonial Trust
South Carolina
$20.4K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$15.2K
KTC
59
Kentucky Trust Company
Kentucky
$14.1K
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.79K
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$6.6K
PC
62
Promus Capital
Illinois
$5K
KFI
63
Key Financial Inc
Pennsylvania
$3.42K
CFD
64
Creative Financial Designs
Indiana
$2.84K
CWC
65
Carolinas Wealth Consulting
North Carolina
$2.74K
RWM
66
Ruedi Wealth Management
Illinois
$1.65K
US Bancorp
67
US Bancorp
Minnesota
$1.6K
BI
68
Bolthouse Investments
California
IWA
69
Inspirion Wealth Advisors
Illinois
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
FMTC
71
Farmers & Merchants Trust Company
California
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
TRCT
74
Tower Research Capital (TRC)
New York
HNB
75
Huntington National Bank
Ohio