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

116 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.87%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
22
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$51.9M
2
KA
2
Klingman & Associates
New York
$23.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.6M
4
BIA
4
Bell Investment Advisors
California
$42.9M
5
FTUS
5
Flow Traders U.S.
New York
$4.94M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.5B
2
AWS
2
AJ Wealth Strategies
New York
$1.84M
3
PA
3
Pinnacle Associates
New York
$10.7M
4
Bank of America
4
Bank of America
North Carolina
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$2.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HWP
26
Highline Wealth Partners
California
$3.78M 160,752 -158,118 -50%
Stifel Financial
27
Stifel Financial
Missouri
$3M 127,569 -3,526 -3%
CG
28
Colony Group
Massachusetts
$2.69M 114,469 -100 -0.1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.59M 110,081 -10,024 -8%
BG
30
Benedetti & Gucer
Georgia
$2.54M 108,162 – –
CA
31
CoreCap Advisors
Michigan
$2.54M 107,861 +10,051 +10%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.47M 105,078 +59 +0.1%
BCM
33
Boltwood Capital Management
California
$2.33M 99,085 -5,935 -6%
UBS Group
34
UBS Group
Switzerland
$2.3M 97,765 -266,980 -73%
SFS
35
Sowell Financial Services
Arkansas
$2.27M 96,532 +7,643 +9%
LB
36
Legacy Bridge
Iowa
$1.99M 84,753 -7,550 -8%
PNC
37
Park National Corp
Ohio
$1.95M 82,855 +16,501 +25%
AWS
38
AJ Wealth Strategies
New York
$1.84M 78,263 -1,721,730 -96%
TIA
39
Tiemann Investment Advisors
California
$1.81M 76,813 +1,157 +2%
MA
40
MONECO Advisors
Connecticut
$1.77M 75,350 -22,241 -23%
HI
41
Harbour Investments
Wisconsin
$1.57M 66,593 +42,423 +176%
GT
42
Greenleaf Trust
Michigan
$1.49M 63,522 -80,905 -56%
EAM
43
Empirical Asset Management
Massachusetts
$1.38M 58,860 -4,613 -7%
DWA
44
Delos Wealth Advisors
Texas
$1.21M 51,414 -112,881 -69%
EWMCB
45
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.2M 50,841 +50,841 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.12M 47,821 -112,909 -70%
IFA
47
Interactive Financial Advisors
Illinois
$1.12M 47,589 -5,515 -10%
SW
48
SVB Wealth
Massachusetts
$1.11M 46,999 -26,874 -36%
SPW
49
Sonoma Private Wealth
California
$931K 39,581 +39,581 New
Renaissance Technologies
50
Renaissance Technologies
New York
$781K 33,200 -121,800 -79%
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