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

113 hedge funds and large institutions have $380M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
18
Increased
35
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$42.1M
2
SL
2
Systelligence LLC
Minnesota
$8.1M
3
GT
3
Greenleaf Trust
Michigan
$3.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$8.53M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$656K +$14.2K +609 +2%
HBT
52
Hills Bank & Trust
Iowa
$637K -$90.3K -3,865 -12%
PCM
53
Passive Capital Management
Maryland
$637K -$7.58K -324 -1%
CRI
54
Colonial River Investments
Virginia
$634K +$60.9K +2,606 +11%
KA
55
Kovack Advisors
Florida
$620K +$46.8K +2,000 +8%
HI
56
Harbour Investments
Wisconsin
$600K – – –
HIM
57
Hanlon Investment Management
New Jersey
$534K +$191K +8,187 +56%
FA
58
Fiducient Advisors
Illinois
$502K -$106K -4,531 -17%
Bessemer Group
59
Bessemer Group
New Jersey
$464K +$464K +19,836 New
DADC
60
D.A. Davidson & Co
Montana
$410K +$410K +17,516 New
NGA
61
Naples Global Advisors
Florida
$388K -$140K -6,000 -27%
CRWM
62
Castle Rock Wealth Management
California
$383K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$373K – – –
EWM
64
Endowment Wealth Management
Wisconsin
$362K +$24.5K +1,046 +7%
LNB
65
Ledyard National Bank
$354K -$15.7K -670 -4%
HA
66
Herold Advisors
New York
$325K +$13.6K +581 +4%
FFA
67
First Foundation Advisors
California
$318K +$318K +13,590 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$312K +$190K +8,125 +156%
SI
69
Saxon Interests
Texas
$309K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$295K -$11.6K -495 -4%
CC
71
Courier Capital
New York
$288K -$2.39K -102 -0.8%
SPC
72
Sigma Planning Corp
Michigan
$281K -$2.22K -95 -0.8%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$275K +$275K +11,755 New
AIC
74
Archer Investment Corporation
Indiana
$259K – – –
HighTower Advisors
75
HighTower Advisors
Illinois
$252K +$11.3K +482 +5%
1 2
3
4 5