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

101 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
18
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
BCM
2
Boltwood Capital Management
California
$6.79M
3
BWA
3
Burt Wealth Advisors
Maryland
$3.5M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.38M
5
OMC
5
Old Mission Capital
Illinois
$2.03M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.49B
2
Jane Street
2
Jane Street
New York
$2.34M
3
Cerity Partners
3
Cerity Partners
New York
$1.32M
4
KA
4
Klingman & Associates
New York
$14.6M
5
Wells Fargo
5
Wells Fargo
California
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$2.03M 85,748 +85,748 New
Wells Fargo
27
Wells Fargo
California
$1.91M 80,704 -197,853 -71%
Citadel Advisors
28
Citadel Advisors
Florida
$1.49M 63,213 +45,927 +266%
MA
29
MONECO Advisors
Connecticut
$1.33M 56,298 -6,475 -10%
Cerity Partners
30
Cerity Partners
New York
$1.32M 55,997 -544,575 -91%
TIA
31
Tiemann Investment Advisors
California
$1.31M 55,383 -8,621 -13%
HA
32
Herold Advisors
New York
$1.26M 53,471 +505 +1%
FTUS
33
Flow Traders U.S.
New York
$1.13M 47,755 -87,154 -65%
USB
34
Union Savings Bank
Connecticut
$1.09M 46,379 -15,751 -25%
HIM
35
Hanlon Investment Management
New Jersey
$1.06M 44,839 -20,019 -31%
LB
36
Legacy Bridge
Iowa
$1.04M 44,035 -9,340 -17%
Renaissance Technologies
37
Renaissance Technologies
New York
$1.01M 42,900 +42,900 New
GT
38
Greenleaf Trust
Michigan
$944K 39,956 +26,673 +201%
EAM
39
Empirical Asset Management
Massachusetts
$937K 39,669 -1,467 -4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$912K 38,603 -3,146 -8%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$901K 38,150 +4,242 +13%
UBS Group
42
UBS Group
Switzerland
$858K 36,334 +3,161 +10%
FA
43
Fiducient Advisors
Illinois
$811K 34,321 +17,381 +103%
Osaic Holdings
44
Osaic Holdings
Arizona
$769K 32,562 -46,648 -59%
AC
45
AWM Capital
Arizona
$624K 26,408 +26,408 New
BRWA
46
B. Riley Wealth Advisors
Florida
$586K 24,803 +24,803 New
KA
47
Kovack Advisors
Florida
$520K 22,000 – –
Franklin Resources
48
Franklin Resources
California
$486K 20,584 +20,584 New
GWM
49
Geneos Wealth Management
Colorado
$457K 19,327 +5,550 +40%
SWP
50
Significant Wealth Partners
Illinois
$456K 19,296 +19,296 New
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