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

100 hedge funds and large institutions have $2.3B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$363M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.54M
4
BCM
Boltwood Capital Management
California
+$1.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.77M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.24M
4
BI
Bolthouse Investments
California
-$1.23M
5
HB
Horizon Bancorp
Indiana
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
26
Hanlon Investment Management
New Jersey
$1.66M +$255K +10,458 +18%
Cerity Partners
27
Cerity Partners
New York
$1.03M -$319K -13,093 -24%
TIA
28
Tiemann Investment Advisors
California
$998K +$169K +6,925 +20%
MA
29
Mutual Advisors
Nebraska
$926K +$926K +38,117 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$881K +$379K +15,556 +76%
GHA
31
Granite Harbor Advisors
Texas
$852K +$852K +34,931 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$826K +$5.32K +218 +0.6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$825K -$92.6K -3,795 -10%
LIA
34
Lynx Investment Advisory
District of Columbia
$800K +$91.1K +3,736 +13%
FMI
35
F/M Investments
District of Columbia
$769K – – –
MA
36
MONECO Advisors
Connecticut
$759K +$122 +5 +0%
EAM
37
Empirical Asset Management
Massachusetts
$747K +$80.4K +3,296 +12%
TWA
38
Trace Wealth Advisors
California
$725K – – –
IFA
39
Interactive Financial Advisors
Illinois
$669K -$3.19K -131 -0.5%
FIM
40
Freedom Investment Management
Connecticut
$647K +$295K +12,080 +84%
Stifel Financial
41
Stifel Financial
Missouri
$600K -$59.8K -2,453 -9%
HF
42
HRT Financial
New York
$583K +$583K +23,923 New
FWM
43
FFT Wealth Management
Pennsylvania
$569K +$308K +12,618 +118%
DAS
44
Dynamic Advisor Solutions
Arizona
$540K -$46.4K -1,905 -8%
DWT
45
Dorsey & Whitney Trust
South Dakota
$528K +$528K +21,653 New
Osaic Holdings
46
Osaic Holdings
Arizona
$490K +$422K +17,302 +617%
OMC
47
Old Mission Capital
Illinois
$471K +$471K +19,317 New
CA
48
Clearstead Advisors
Ohio
$437K +$437K +17,929 New
CTWM
49
Cherry Tree Wealth Management
Minnesota
$425K – – –
WS
50
Wedbush Securities
California
$410K -$28.2K -1,159 -6%
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