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

109 hedge funds and large institutions have $359M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
19
Increased
37
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.62M
2
BCM
2
Boltwood Capital Management
California
$2.65M
3
CA
3
CoreCap Advisors
Michigan
$2.62M
4
Bank of America
4
Bank of America
North Carolina
$30.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.1M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$638K
4
PA
4
Pinnacle Associates
New York
$22.7M
5
WPA
5
West Paces Advisors
Georgia
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.1M +$297K +11,959 +11%
BG
27
Benedetti & Gucer
Georgia
$2.7M -$372 -15 -0%
BCM
28
Boltwood Capital Management
California
$2.65M +$2.65M +106,795 New
CA
29
CoreCap Advisors
Michigan
$2.62M +$2.62M +105,564 New
CG
30
Colony Group
Massachusetts
$2.61M – – –
F4L
31
Fortune 45 LLC
Louisiana
$2.58M +$213K +8,598 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.47M +$1.37M +55,210 +125%
MA
33
MONECO Advisors
Connecticut
$2.42M -$45.6K -1,837 -2%
LB
34
Legacy Bridge
Iowa
$2.37M -$63.9K -2,575 -3%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.08M +$2.08M +83,907 New
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$2.07M -$155K -6,252 -7%
TIA
37
Tiemann Investment Advisors
California
$1.9M +$121K +4,864 +7%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.78M +$161K +6,490 +10%
RCA
39
Ranch Capital Advisors
Florida
$1.7M +$20K +807 +1%
EAM
40
Empirical Asset Management
Massachusetts
$1.68M -$47.7K -1,923 -3%
PNC
41
Park National Corp
Ohio
$1.6M +$63.6K +2,564 +4%
IFA
42
Interactive Financial Advisors
Illinois
$1.4M +$203K +8,166 +17%
SW
43
SVB Wealth
Massachusetts
$1.32M +$343K +13,832 +35%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$977K +$947K +38,188 +3,182%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$800K +$211K +8,500 +36%
HBT
46
Hills Bank & Trust
Iowa
$772K -$78.5K -3,163 -9%
CFS
47
Capital Financial Services
New York
$719K – – –
PCM
48
Passive Capital Management
Maryland
$684K +$5.38K +217 +0.8%
LNC
49
Lincoln National Corp
Pennsylvania
$682K +$16.4K +659 +2%
FA
50
Fiducient Advisors
Illinois
$645K +$5.36K +216 +0.8%
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