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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

72 hedge funds and large institutions have $676M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
13
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$377M -$5.8M -245,573 -2%
BTI
2
Blue Trust Inc
Georgia
$105M -$31.6M -1,375,556 -23%
WA
3
Wealth Architects
California
$47.7M +$44.8M +1,896,885 +1,574%
CAL
4
Capital Analysts LLC
Pennsylvania
$46.6M +$673K +28,486 +1%
Ameriprise
5
Ameriprise
Minnesota
$16.3M -$1.3M -55,174 -7%
Morgan Stanley
6
Morgan Stanley
New York
$11.2M +$6.11M +258,595 +119%
UBS Group
7
UBS Group
Switzerland
$9.63M +$296K +12,515 +3%
Bank of America
8
Bank of America
North Carolina
$7.01M -$220K -9,317 -3%
FNB
9
Farmers National Bank
Kentucky
$6.58M -$298K -12,603 -4%
Jane Street
10
Jane Street
New York
$5.21M -$5.31M -224,726 -50%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.21M +$1.05M +44,477 +33%
FTUS
12
Flow Traders U.S.
New York
$3.69M +$2.57M +108,589 +229%
KCM
13
Kendall Capital Management
Maryland
$3.6M -$171K -7,250 -5%
V
14
VeraBank
Texas
$2.91M -$185K -7,825 -6%
LPL Financial
15
LPL Financial
California
$2.51M -$188K -7,940 -7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.49M +$2.49M +105,485 New
YWM
17
Yoder Wealth Management
California
$2.47M +$348K +14,745 +16%
IWC
18
Integrated Wealth Concepts
Massachusetts
$2.39M +$2.39M +101,266 New
CWM
19
Chesapeake Wealth Management
Virginia
$2.13M -$331 -14 -0%
BL
20
BFSG LLC
California
$1.87M -$1.35M -56,962 -42%
RJA
21
Raymond James & Associates
Florida
$1.65M -$107K -4,541 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.51M +$973K +41,152 +181%
IA
23
IFG Advisory
Georgia
$1.23M +$444K +18,782 +57%
TIA
24
Tiemann Investment Advisors
California
$981K -$370K -15,660 -27%
AWA
25
Archvest Wealth Advisors
California
$965K -$3.81M -161,253 -80%