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

76 hedge funds and large institutions have $161M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.1M
2
Bank of America
2
Bank of America
North Carolina
$12.3M
3
WPA
3
West Paces Advisors
Georgia
$23.1M
4
PA
4
Pinnacle Associates
New York
$13.3M
5
Wells Fargo
5
Wells Fargo
California
$4.58M

Top Sellers

1
Jane Street
1
Jane Street
New York
$991K
2
UBS Group
2
UBS Group
Switzerland
$5.71M
3
FTUS
3
Flow Traders U.S.
New York
$1.23M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$115K
5
HBT
5
Hills Bank & Trust
Iowa
$960K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$79.9K +$79.9K +3,031 New
EVM
52
Eaton Vance Management
Massachusetts
$76K +$76K +2,880 New
EWM
53
Endurance Wealth Management
Rhode Island
$66K – – –
BFC
54
Bedel Financial Consulting
Indiana
$39K – – –
LB
55
Legacy Bridge
Iowa
$35K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$35K – – –
HCC
57
Hirtle Callaghan & Co
Pennsylvania
$32K -$32K – –
CWM
58
Cedar Wealth Management
California
$29K – – –
SFS
59
Sowell Financial Services
Arkansas
$27K -$65.6K -2,426 -71%
CFGS
60
Concourse Financial Group Securities
Alabama
$27K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NFSG
62
Newbridge Financial Services Group
Florida
$21K – – –
TWA
63
TCI Wealth Advisors
Arizona
$11K – – –
HNB
64
Huntington National Bank
Ohio
$11K -$20K – –
FHC
65
First Horizon Corporation
Tennessee
$10K – – –
OIA
66
Optimum Investment Advisors
Illinois
$10K – – –
CCM
67
Covington Capital Management
California
$9K – – –
Citigroup
68
Citigroup
New York
$8K – – –
GRP
69
Global Retirement Partners
California
$6K – – –
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +221 New
APA
71
American Portfolios Advisors
New York
$4.62K – – –
PA
72
Parallel Advisors
California
$4K +$4K +160 New
VFA
73
Valeo Financial Advisors
Indiana
$3K – – –
AA
74
AlphaMark Advisors
Kentucky
$3K – – –
HI
75
Harbour Investments
Wisconsin
$3K +$3K +112 New
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3
4