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

91 hedge funds and large institutions have $1.7B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$4.95M
2
BCM
2
Boltwood Capital Management
California
$9.47M
3
Jane Street
3
Jane Street
New York
$4.26M
4
BIA
4
Bell Investment Advisors
California
$40.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
KA
3
Klingman & Associates
New York
$11M
4
Bank of America
4
Bank of America
North Carolina
$5.52M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.81M -$776K -32,687 -30%
Cerity Partners
27
Cerity Partners
New York
$1.43M +$101K +4,253 +8%
OMC
28
Old Mission Capital
Illinois
$1.25M -$783K -32,961 -38%
HIM
29
Hanlon Investment Management
New Jersey
$1.15M +$87.4K +3,681 +8%
TIA
30
Tiemann Investment Advisors
California
$1.13M -$185K -7,800 -14%
FTUS
31
Flow Traders U.S.
New York
$1.12M -$18.2K -765 -2%
MA
32
MONECO Advisors
Connecticut
$1.07M -$264K -11,099 -20%
HA
33
Herold Advisors
New York
$1.04M -$232K -9,778 -18%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$961K +$44.3K +1,867 +5%
EAM
35
Empirical Asset Management
Massachusetts
$951K +$9.31K +392 +1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$933K -$1.51M -63,748 -62%
FA
37
Fiducient Advisors
Illinois
$894K +$79.1K +3,332 +10%
IFA
38
Interactive Financial Advisors
Illinois
$850K +$759K +31,969 +837%
Osaic Holdings
39
Osaic Holdings
Arizona
$657K -$116K -4,892 -15%
UBS Group
40
UBS Group
Switzerland
$657K -$206K -8,665 -24%
AC
41
AWM Capital
Arizona
$632K +$4.96K +209 +0.8%
GT
42
Greenleaf Trust
Michigan
$607K -$342K -14,391 -36%
Citadel Advisors
43
Citadel Advisors
Florida
$485K -$1.02M -42,801 -68%
WS
44
Wedbush Securities
California
$461K +$461K +19,423 New
CTWM
45
Cherry Tree Wealth Management
Minnesota
$413K – – –
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$407K -$499K -21,019 -55%
HWP
47
Highline Wealth Partners
California
$368K -$37.6K -1,583 -9%
VCM
48
Virtue Capital Management
Tennessee
$362K -$49.6K -2,102 -12%
FFN
49
Focus Financial Network
Minnesota
$356K -$7.29K -310 -2%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$342K -$90.3K -3,800 -21%
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