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

103 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M
4
Northern Trust
4
Northern Trust
Illinois
$17.9M
5
BG
5
Benedetti & Gucer
Georgia
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.43M
2
CWM
2
Cabot Wealth Management
Massachusetts
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$4.52M
5
WPA
5
West Paces Advisors
Georgia
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$471K +$419K +16,183 +809%
NB
52
Nicolet Bankshares
Wisconsin
$437K -$7.05K -272 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$426K -$35.6K -1,367 -8%
CRWM
54
Castle Rock Wealth Management
California
$417K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$414K – – –
SWA
56
Strategies Wealth Advisors
Michigan
$392K -$43.6K -1,684 -10%
Citadel Advisors
57
Citadel Advisors
Florida
$380K +$34.4K +1,328 +10%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$365K -$25.8K -997 -7%
JWCA
59
J.W. Cole Advisors
Florida
$359K -$39K -1,505 -10%
SI
60
Saxon Interests
Texas
$340K – – –
CC
61
Courier Capital
New York
$337K – – –
SPC
62
Sigma Planning Corp
Michigan
$325K +$325K +12,532 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$306K +$306K +11,811 New
EWM
64
Endowment Wealth Management
Wisconsin
$302K +$27K +1,042 +10%
AP
65
Advisors Preferred
Maryland
$299K +$299K +11,677 New
AIC
66
Archer Investment Corporation
Indiana
$287K +$49.2K +1,897 +21%
HIM
67
Hanlon Investment Management
New Jersey
$286K +$286K +11,055 New
BB
68
Busey Bank
Illinois
$279K – – –
SWA
69
SFMG Wealth Advisors
Texas
$259K – – –
PA
70
Parallel Advisors
California
$256K – – –
HighTower Advisors
71
HighTower Advisors
Illinois
$254K +$442 +17 +0.2%
William Blair & Company
72
William Blair & Company
Illinois
$203K +$203K +7,844 New
BSW
73
Buckingham Strategic Wealth
Missouri
$200K -$7.25K -280 -3%
IA
74
IFP Advisors
Florida
$173K -$138K -5,658 -44%
SPIA
75
Steward Partners Investment Advisory
New York
$139K – – –
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