TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

80 hedge funds and large institutions have $196M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
35
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
51
Pinnacle Bancorp
Nebraska
$173K +$9.75K +368 +6%
SPIA
52
Steward Partners Investment Advisory
New York
$142K +$61.8K +2,336 +77%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$138K +$30.8K +1,165 +29%
CB
54
CNB Bank
Pennsylvania
$115K -$7.79K -295 -6%
Bessemer Group
55
Bessemer Group
New Jersey
$97K +$97K +3,666 New
HFA
56
HC Financial Advisors
California
$92K
EVM
57
Eaton Vance Management
Massachusetts
$76K
EWM
58
Endurance Wealth Management
Rhode Island
$66K
SB
59
Strategic Blueprint
Georgia
$42K +$42K +1,600 New
BFC
60
Bedel Financial Consulting
Indiana
$39K
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$36K
HCC
62
Hirtle Callaghan & Co
Pennsylvania
$32K -$32K
William Blair & Company
63
William Blair & Company
Illinois
$32K +$32K +1,212 New
CWM
64
Cedar Wealth Management
California
$29K
CFGS
65
Concourse Financial Group Securities
Alabama
$27K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$23K
NFSG
67
Newbridge Financial Services Group
Florida
$21K
LWM
68
Liberty Wealth Management
California
$20K +$20K +739 New
PMFA
69
Plante Moran Financial Advisors
Michigan
$18K +$18K +694 New
CFD
70
Creative Financial Designs
Indiana
$15K +$15K +567 New
TWA
71
TCI Wealth Advisors
Arizona
$11K
HNB
72
Huntington National Bank
Ohio
$11K -$11K
FHC
73
First Horizon Corporation
Tennessee
$10K
OIA
74
Optimum Investment Advisors
Illinois
$10K
CCM
75
Covington Capital Management
California
$9K