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

115 hedge funds and large institutions have $1.81B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
15
Increased
33
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$9.03M
2
AWS
2
AJ Wealth Strategies
New York
$5.5M
3
BIA
3
Bell Investment Advisors
California
$46.9M
4
LSPW
4
Lake Street Private Wealth
Illinois
$2.55M
5
DWA
5
Delos Wealth Advisors
Texas
$2.93M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$238K
2
Northern Trust
2
Northern Trust
Illinois
$1.52B
3
PA
3
Pinnacle Associates
New York
$546K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.49M
5
PWMAG
5
Pinnacle Wealth Management Advisory Group
New Jersey
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.36M -$5.46K -226 -0.2%
BCM
27
Boltwood Capital Management
California
$2.33M -$62.1K -2,570 -3%
SFS
28
Sowell Financial Services
Arkansas
$2.28M -$51.6K -2,135 -2%
PNC
29
Park National Corp
Ohio
$2.09M +$91.3K +3,779 +5%
Jane Street
30
Jane Street
New York
$1.87M -$4.86M -201,193 -72%
TIA
31
Tiemann Investment Advisors
California
$1.81M -$49.3K -2,040 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.74M -$918K -37,982 -35%
MA
33
MONECO Advisors
Connecticut
$1.63M -$194K -8,044 -11%
HI
34
Harbour Investments
Wisconsin
$1.6M -$9.21K -381 -0.6%
LB
35
Legacy Bridge
Iowa
$1.58M -$466K -19,260 -23%
Citadel Advisors
36
Citadel Advisors
Florida
$1.49M -$9.39M -388,392 -86%
RSWM
37
Robertson Stephens Wealth Management
California
$1.38M +$1.38M +57,055 New
GT
38
Greenleaf Trust
Michigan
$1.22M -$317K -13,101 -21%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.2M +$561K +23,217 +87%
IFA
40
Interactive Financial Advisors
Illinois
$1.15M +$725 +30 +0.1%
VCM
41
Virtue Capital Management
Tennessee
$1.02M +$538K +22,300 +113%
FHC
42
First Heartland Consultants
Missouri
$983K +$575K +23,785 +141%
EAM
43
Empirical Asset Management
Massachusetts
$981K -$441K -18,255 -31%
OCM
44
One Capital Management
California
$942K +$942K +38,960 New
CRI
45
Colonial River Investments
Virginia
$895K +$323K +13,347 +56%
HIM
46
Hanlon Investment Management
New Jersey
$893K +$207K +8,545 +30%
FTUS
47
Flow Traders U.S.
New York
$888K -$4.19M -173,278 -83%
SFC
48
Strategic Financial Concepts
Texas
$866K +$866K +35,825 New
SPW
49
Sonoma Private Wealth
California
$702K -$254K -10,524 -27%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$688K +$7.25K +300 +1%
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