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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

63 hedge funds and large institutions have $606M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
14
Increased
18
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$348M 14,206,310 +275,440 +2%
BTI
2
Blue Trust Inc
Georgia
$132M 5,588,556 +693,749 +14%
Ameriprise
3
Ameriprise
Minnesota
$18.7M 762,605 +92,480 +14%
Bank of America
4
Bank of America
North Carolina
$16M 652,873 -10,965 -2%
AWA
5
Archvest Wealth Advisors
California
$7.25M 295,965 +962 +0.3%
CFD
6
Creative Financial Designs
Indiana
$7.15M 292,125 +6,831 +2%
UBS Group
7
UBS Group
Switzerland
$7.07M 288,747 +8,145 +3%
FNB
8
Farmers National Bank
Kentucky
$7.03M 287,120 -24,568 -8%
Morgan Stanley
9
Morgan Stanley
New York
$5.39M 220,100 -53,434 -20%
V
10
VeraBank
Texas
$4.74M 193,436 -3,938 -2%
KCM
11
Kendall Capital Management
Maryland
$3.73M 152,179 +4,806 +3%
Wells Fargo
12
Wells Fargo
California
$3.57M 145,910 -15,581 -10%
HWP
13
Highline Wealth Partners
California
$3.56M 145,322 -12,357 -8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.27M 133,379 -292,779 -69%
BL
15
BFSG LLC
California
$3.14M 128,242 -286 -0.2%
LPL Financial
16
LPL Financial
California
$3.11M 126,892 -26,300 -17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.9M 118,604 -36,609 -24%
WA
18
Wealth Architects
California
$2.88M 117,798 +5,522 +5%
CWM
19
Chesapeake Wealth Management
Virginia
$2.59M 105,767 -2,620 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.02M 82,433 -39,170 -32%
Citadel Advisors
21
Citadel Advisors
Florida
$1.78M 72,859 -226,588 -76%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.77M 72,166 +24,305 +51%
Jane Street
23
Jane Street
New York
$1.71M 69,630 -23,184 -25%
TIA
24
Tiemann Investment Advisors
California
$1.7M 69,578 -2,290 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.48M 60,617 +40,599 +203%