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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

77 hedge funds and large institutions have $838M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Jones Financial Companies
51
Jones Financial Companies
Missouri
$241K
SVWG
52
Shared Vision Wealth Group
United States
$233K
Comerica Bank
53
Comerica Bank
Texas
$230K
KAS
54
Kestra Advisory Services
Texas
$199K
IRC
55
Investors Research Corp
Georgia
$179K
CFO
56
Cambient Family Office
Michigan
$124K
RCG
57
Rock Creek Group
District of Columbia
$98.5K
GWS
58
Glassman Wealth Services
Virginia
$80.3K
AWM
59
AE Wealth Management
Kansas
$69.7K
MCM
60
MAI Capital Management
Ohio
$45.1K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$34.2K
HI
62
Harbour Investments
Wisconsin
$32K
Franklin Resources
63
Franklin Resources
California
$24.6K
NA
64
NewEdge Advisors
Louisiana
$22.5K
GWM
65
Greenline Wealth Management
Florida
$20.8K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$16.6K
TM
67
Torren Management
California
$10.1K
KTC
68
Kentucky Trust Company
Kentucky
$9.59K
CT
69
Colonial Trust
South Carolina
$9.56K
AssetMark Inc
70
AssetMark Inc
California
$7.38K
Bessemer Group
71
Bessemer Group
New Jersey
$7K
CFD
72
Creative Financial Designs
Indiana
$6.88K
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.71K
JGCM
74
Joseph Group Capital Management
Ohio
$5.39K
TAM
75
Tucker Asset Management
Colorado
$2.4K