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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 $351M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
24
Increased
34
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
PA
3
Pinnacle Associates
New York
$24.6M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Jane Street
5
Jane Street
New York
$17.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$350K
3
FTUS
3
Flow Traders U.S.
New York
$817K
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$361K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Strategies Wealth Advisors
Michigan
$442K +$442K +16,802 New
CRWM
52
Castle Rock Wealth Management
California
$424K -$26.8K -1,029 -6%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$420K – – –
JWCA
54
J.W. Cole Advisors
Florida
$404K +$404K +15,357 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$397K -$145K -5,524 -27%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$361K -$1.23M -46,872 -77%
Citadel Advisors
57
Citadel Advisors
Florida
$350K -$5.91M -224,920 -94%
SI
58
Saxon Interests
Texas
$344K +$344K +13,122 New
CC
59
Courier Capital
New York
$342K -$6.44K -245 -2%
IA
60
IFP Advisors
Florida
$336K +$149K +5,649 +79%
TCB
61
Texas Capital Bancshares
Texas
$285K +$285K +10,840 New
BB
62
Busey Bank
Illinois
$284K – – –
EWM
63
Endowment Wealth Management
Wisconsin
$279K +$279K +10,604 New
SWA
64
SFMG Wealth Advisors
Texas
$263K – – –
IF
65
IRON Financial
Illinois
$262K +$2.86K +109 +1%
IWC
66
Integrated Wealth Concepts
Massachusetts
$262K +$33K +1,254 +14%
PA
67
Parallel Advisors
California
$259K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$257K +$257K +9,743 New
AIC
69
Archer Investment Corporation
Indiana
$241K – – –
BSW
70
Buckingham Strategic Wealth
Missouri
$211K +$211K +8,007 New
SPIA
71
Steward Partners Investment Advisory
New York
$141K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$137K – – –
CA
73
CoreCap Advisors
Michigan
$95K +$95K +3,624 New
HFA
74
HC Financial Advisors
California
$89K -$2.63K -100 -3%
EVM
75
Eaton Vance Management
Massachusetts
$79K – – –
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3
4 5