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

99 hedge funds and large institutions have $1.86B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
33
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.62B
2
5SA
2
5th Street Advisors
Connecticut
$10.2M
3
Wells Fargo
3
Wells Fargo
California
$8.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.25M

Top Sellers

1
DRS
1
Deane Retirement Strategies
Louisiana
$0
2
IA
2
IFG Advisory
Georgia
$2.12M
3
HB
3
Horizon Bancorp
Indiana
$8.48M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$567K
5
Stifel Financial
5
Stifel Financial
Missouri
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$1.24M -$432K -18,320 -26%
BI
27
Bolthouse Investments
California
$1.23M +$1.23M +52,214 New
Jane Street
28
Jane Street
New York
$970K +$199K +8,433 +26%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$917K -$233K -9,865 -20%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$887K -$34K -1,442 -4%
TIA
31
Tiemann Investment Advisors
California
$802K +$82K +3,477 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$794K -$460K -19,489 -37%
BRWA
33
B. Riley Wealth Advisors
Florida
$788K -$58.1K -2,461 -7%
FMI
34
F/M Investments
District of Columbia
$744K +$744K +31,528 New
MA
35
MONECO Advisors
Connecticut
$734K -$28.5K -1,210 -4%
TWA
36
Trace Wealth Advisors
California
$701K +$701K +29,726 New
LIA
37
Lynx Investment Advisory
District of Columbia
$686K -$180K -7,651 -21%
IFA
38
Interactive Financial Advisors
Illinois
$650K -$154K -6,549 -19%
EAM
39
Empirical Asset Management
Massachusetts
$645K +$34.6K +1,465 +6%
Stifel Financial
40
Stifel Financial
Missouri
$638K -$1.06M -44,829 -62%
DAS
41
Dynamic Advisor Solutions
Arizona
$567K -$1.45M -61,673 -72%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$485K +$185K +7,859 +62%
GT
43
Greenleaf Trust
Michigan
$428K -$75.7K -3,211 -15%
TSS
44
Two Sigma Securities
New York
$428K +$428K +18,132 New
WS
45
Wedbush Securities
California
$424K -$37.2K -1,579 -8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$423K -$531K -22,521 -56%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$412K +$31.2K +1,324 +8%
ASN
48
Advisory Services Network
Georgia
$386K – – –
UBS Group
49
UBS Group
Switzerland
$386K +$144K +6,103 +60%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$381K -$33K -1,397 -8%
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