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

103 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M
4
Northern Trust
4
Northern Trust
Illinois
$17.9M
5
BG
5
Benedetti & Gucer
Georgia
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.43M
2
CWM
2
Cabot Wealth Management
Massachusetts
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$4.52M
5
WPA
5
West Paces Advisors
Georgia
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MONECO Advisors
Connecticut
$2.58M +$411K +15,869 +19%
LB
27
Legacy Bridge
Iowa
$2.54M – – –
F4L
28
Fortune 45 LLC
Louisiana
$2.47M +$129K +4,969 +5%
DWA
29
Delos Wealth Advisors
Texas
$2.44M +$2.44M +94,116 New
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$2.32M +$1.96M +75,747 +550%
TIA
31
Tiemann Investment Advisors
California
$1.86M +$117K +4,516 +7%
EAM
32
Empirical Asset Management
Massachusetts
$1.81M +$316K +12,191 +21%
RCA
33
Ranch Capital Advisors
Florida
$1.75M -$189K -7,304 -10%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.69M +$532K +20,523 +46%
PNC
35
Park National Corp
Ohio
$1.61M +$993K +38,299 +161%
IFA
36
Interactive Financial Advisors
Illinois
$1.34M +$161K +5,756 +14%
ASN
37
Advisory Services Network
Georgia
$1.24M +$33.7K +1,300 +3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.15M -$158K -6,083 -12%
SW
39
SVB Wealth
Massachusetts
$1.02M +$43.7K +1,684 +4%
HBT
40
Hills Bank & Trust
Iowa
$888K -$17.3K -666 -2%
CFS
41
Capital Financial Services
New York
$751K – – –
PCM
42
Passive Capital Management
Maryland
$708K +$1.58K +61 +0.2%
LNC
43
Lincoln National Corp
Pennsylvania
$695K +$4.85K +187 +0.7%
IIC
44
Ironwood Investment Counsel
Arizona
$687K – – –
FA
45
Fiducient Advisors
Illinois
$668K +$668K +25,796 New
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$616K +$616K +23,775 New
NGA
47
Naples Global Advisors
Florida
$586K – – –
KA
48
Kovack Advisors
Florida
$582K -$77.6K -3,000 -12%
ECM
49
Evergreen Capital Management
Washington
$492K – – –
LNB
50
Ledyard National Bank
$483K -$80.5K -3,105 -14%
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