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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

82 hedge funds and large institutions have $891M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more capital invested

Capital invested by funds: $838M → $891M (+$53.5M)

5% more funds holding

Funds holding: 7882 (+4)

0.4% less ownership

Funds ownership: 89.07%88.67% (-0.4%)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
12
Increased
37
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$419M +$1.16M +48,079 +0.3%
BTI
2
Blue Trust Inc
Georgia
$88.5M -$1.27M -52,847 -1%
WA
3
Wealth Architects
California
$75.1M +$3M +124,282 +4%
CAL
4
Capital Analysts LLC
Pennsylvania
$71.6M +$5.7M +236,346 +9%
AWA
5
Archvest Wealth Advisors
California
$38.9M -$586K -24,301 -1%
CVM
6
Cheviot Value Management
California
$32.9M +$1.75M +72,428 +6%
CAM
7
Chandler Asset Management
California
$26.3M +$26.3M +1,091,650 New
FNB
8
Farmers National Bank
Kentucky
$22.9M +$2.52M +104,459 +12%
Ameriprise
9
Ameriprise
Minnesota
$19.1M +$449K +18,618 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.2M +$3.37M +139,637 +43%
UBS Group
11
UBS Group
Switzerland
$9.7M +$1.14M +47,244 +13%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.57M +$644K +26,702 +11%
CC
13
Courier Capital
New York
$6.11M +$350K +14,526 +6%
VA
14
Vident Advisory
Georgia
$5.19M +$2.55M +105,675 +97%
Morgan Stanley
15
Morgan Stanley
New York
$5.15M +$589K +24,394 +13%
KCM
16
Kendall Capital Management
Maryland
$4.67M +$225K +9,332 +5%
Wells Fargo
17
Wells Fargo
California
$4.12M +$1.02M +42,184 +33%
SQA
18
Simon Quick Advisors
New Jersey
$3.57M
LPL Financial
19
LPL Financial
California
$3.16M -$523K -21,667 -14%
TRCT
20
Tower Research Capital (TRC)
New York
$2.8M +$2.8M +116,081 New
Bank of America
21
Bank of America
North Carolina
$2.7M +$27.3K +1,132 +1%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$2.26M -$25.9K -1,072 -1%
BL
23
BFSG LLC
California
$2.03M +$99.9K +4,139 +5%
YWM
24
Yoder Wealth Management
California
$2.03M -$29K -1,200 -1%
UWM
25
Urban Wealth Management
California
$1.91M -$91.5K -3,794 -5%