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

83 hedge funds and large institutions have $288M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
27
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.4M
2
Jane Street
2
Jane Street
New York
$10.6M
3
UBS Group
3
UBS Group
Switzerland
$12.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.27M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.9M
2
Northern Trust
2
Northern Trust
Illinois
$10.3M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.97M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
SFMG Wealth Advisors
Texas
$263K – – –
PA
52
Parallel Advisors
California
$259K – – –
IF
53
IRON Financial
Illinois
$259K +$259K +9,861 New
FA
54
FMA Advisory
Pennsylvania
$256K +$256K +9,718 New
AIC
55
Archer Investment Corporation
Indiana
$241K – – –
IWC
56
Integrated Wealth Concepts
Massachusetts
$229K +$229K +8,714 New
IA
57
IFP Advisors
Florida
$187K +$187K +7,106 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$177K -$37.3K -1,414 -17%
PB
59
Pinnacle Bancorp
Nebraska
$172K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$141K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$137K – – –
CB
62
CNB Bank
Pennsylvania
$113K -$1.34K -51 -1%
HFA
63
HC Financial Advisors
California
$92K – – –
GKWIM
64
Gerber Kawasaki Wealth & Investment Management
California
$90K +$90K +3,448 New
EVM
65
Eaton Vance Management
Massachusetts
$76K +$2.92K +115 +4%
EWM
66
Endurance Wealth Management
Rhode Island
$66K – – –
BFC
67
Bedel Financial Consulting
Indiana
$39K – – –
CWM
68
Cedar Wealth Management
California
$29K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$27K – – –
NFSG
70
Newbridge Financial Services Group
Florida
$21K – – –
LWM
71
Liberty Wealth Management
California
$20K +$424 +16 +2%
CFD
72
Creative Financial Designs
Indiana
$15K – – –
TWA
73
TCI Wealth Advisors
Arizona
$11K – – –
HNB
74
Huntington National Bank
Ohio
$11K -$11K – –
FHA
75
First Horizon Advisors
Tennessee
$11K +$11K +412 New
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3
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