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

113 hedge funds and large institutions have $380M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
18
Increased
35
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$42.1M
2
SL
2
Systelligence LLC
Minnesota
$8.1M
3
GT
3
Greenleaf Trust
Michigan
$3.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$8.53M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
26
Greenleaf Trust
Michigan
$3.38M +$3.38M +144,427 New
LPL Financial
27
LPL Financial
California
$3.33M -$218K -9,305 -6%
Stifel Financial
28
Stifel Financial
Missouri
$3.07M -$2.8M -119,718 -48%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.81M +$484K +20,692 +21%
CG
30
Colony Group
Massachusetts
$2.68M +$219K +9,354 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.66M +$985K +42,146 +59%
BG
32
Benedetti & Gucer
Georgia
$2.53M -$18.7K -800 -0.7%
BCM
33
Boltwood Capital Management
California
$2.46M -$41.5K -1,775 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.46M +$1.53M +65,631 +167%
CA
35
CoreCap Advisors
Michigan
$2.29M -$181K -7,754 -7%
MA
36
MONECO Advisors
Connecticut
$2.28M -$304 -13 -0%
LB
37
Legacy Bridge
Iowa
$2.16M -$73.6K -3,150 -3%
FFC
38
Fure Financial Corporation
Minnesota
$2.16M +$2.16M +92,287 New
SFS
39
Sowell Financial Services
Arkansas
$2.08M +$2.08M +88,889 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.95M -$13.8K -590 -0.7%
TIA
41
Tiemann Investment Advisors
California
$1.77M -$21.4K -914 -1%
SW
42
SVB Wealth
Massachusetts
$1.73M +$481K +20,575 +39%
PNC
43
Park National Corp
Ohio
$1.55M +$39.9K +1,705 +3%
EAM
44
Empirical Asset Management
Massachusetts
$1.48M -$100K -4,276 -6%
RCA
45
Ranch Capital Advisors
Florida
$1.39M -$212K -9,073 -13%
LAM
46
LFS Asset Management
California
$1.36M -$2.23M -95,302 -62%
US Bancorp
47
US Bancorp
Minnesota
$1.33M +$1.29M +55,340 +3,610%
IFA
48
Interactive Financial Advisors
Illinois
$1.24M -$74K -3,162 -6%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$705K -$49.1K -2,100 -7%
CFS
50
Capital Financial Services
New York
$678K – – –
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