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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
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Overview Fund Activity

99 hedge funds and large institutions have $2.53B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
99
Holders Change
-1
Holders Change %
-1%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
35
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$2.25B
2
Wells Fargo
2
Wells Fargo
California
$22.6M
3
OCM
3
One Capital Management
California
$2.46M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.15M
5
V
5
VeraBank
Texas
$10.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$90K
2
Jane Street
2
Jane Street
New York
$940K
3
Morgan Stanley
3
Morgan Stanley
New York
$17.1M
4
DWA
4
Delos Wealth Advisors
Texas
$3.73M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$2.25B 92,737,606 +9,323,918 +11%
BIA
2
Bell Investment Advisors
California
$44.1M 1,820,715 +39,786 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.7M 1,474,559 +19,540 +1%
WPA
4
West Paces Advisors
Georgia
$28.1M 1,157,668 +4,499 +0.4%
Wells Fargo
5
Wells Fargo
California
$22.6M 934,247 +709,181 +315%
Morgan Stanley
6
Morgan Stanley
New York
$17.1M 705,507 -40,088 -5%
BCM
7
Boltwood Capital Management
California
$16.6M 683,782 +40,448 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$12.9M 532,731 +18,927 +4%
VA
9
Valmark Advisers
Ohio
$12.4M 512,356 +3,516 +0.7%
5SA
10
5th Street Advisors
Connecticut
$11.6M 479,594 -8,108 -2%
V
11
VeraBank
Texas
$10.2M 421,149 +44,962 +12%
HB
12
Horizon Bancorp
Indiana
$7.84M 323,599 -6,444 -2%
KA
13
Klingman & Associates
New York
$6.89M 284,315 -20,014 -7%
LPL Financial
14
LPL Financial
California
$4.31M 177,939 +167 +0.1%
LSPW
15
Lake Street Private Wealth
Illinois
$3.98M 164,204 +9,335 +6%
DWA
16
Delos Wealth Advisors
Texas
$3.73M 153,716 -38,532 -20%
PNC
17
Park National Corp
Ohio
$3.2M 132,207 +20,867 +19%
BWA
18
Burt Wealth Advisors
Maryland
$3.07M 126,836 -1,766 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$3.07M 126,706 -37,456 -23%
OCM
20
One Capital Management
California
$2.46M 101,509 +101,509 New
Bank of America
21
Bank of America
North Carolina
$2.42M 99,958 +11,650 +13%
Raymond James Financial
22
Raymond James Financial
Florida
$2.41M 99,551 -7,172 -7%
IA
23
IFG Advisory
Georgia
$2.14M 88,107 -2,091 -2%
HIM
24
Hanlon Investment Management
New Jersey
$1.52M 62,673 -5,529 -8%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.15M 47,398 +47,398 New
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