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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

101 hedge funds and large institutions have $2.53B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$17.2M
3 +$2.46M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.15M
5
V
VeraBank
Texas
+$1.09M

Top Sellers

1 -$2.28M
2 -$1.9M
3 -$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$972K
5
DWA
Delos Wealth Advisors
Texas
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
26
Tiemann Investment Advisors
California
$1.12M
FMI
27
F/M Investments
District of Columbia
$1.1M
MA
28
Mutual Advisors
Nebraska
$982K
Cerity Partners
29
Cerity Partners
New York
$943K
Jane Street
30
Jane Street
New York
$940K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$860K
LIA
32
Lynx Investment Advisory
District of Columbia
$803K
FTUS
33
Flow Traders U.S.
New York
$797K
MA
34
MONECO Advisors
Connecticut
$784K
GHA
35
Granite Harbor Advisors
Texas
$771K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$764K
EAM
37
Empirical Asset Management
Massachusetts
$759K
TWA
38
Trace Wealth Advisors
California
$721K
FIM
39
Freedom Investment Management
Connecticut
$678K
IFA
40
Interactive Financial Advisors
Illinois
$665K
DWT
41
Dorsey & Whitney Trust
South Dakota
$646K
FWM
42
FFT Wealth Management
Pennsylvania
$616K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$580K
UBS Group
44
UBS Group
Switzerland
$548K
WT
45
Whittier Trust
California
$484K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$455K
CTWM
47
Cherry Tree Wealth Management
Minnesota
$423K
WS
48
Wedbush Securities
California
$408K
ASN
49
Advisory Services Network
Georgia
$396K
Stifel Financial
50
Stifel Financial
Missouri
$396K