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

116 hedge funds and large institutions have $1.87B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.87%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
24
Increased
22
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$51.9M
2
KA
2
Klingman & Associates
New York
$23.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.6M
4
BIA
4
Bell Investment Advisors
California
$42.9M
5
FTUS
5
Flow Traders U.S.
New York
$4.94M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.5B
2
AWS
2
AJ Wealth Strategies
New York
$1.84M
3
PA
3
Pinnacle Associates
New York
$10.7M
4
Bank of America
4
Bank of America
North Carolina
$11.5M
5
UBS Group
5
UBS Group
Switzerland
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$686K +$686K +29,157 New
CFS
52
Capital Financial Services
New York
$682K – – –
HIM
53
Hanlon Investment Management
New Jersey
$668K +$130K +5,528 +24%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$663K -$47K -2,000 -7%
HBT
55
Hills Bank & Trust
Iowa
$634K -$7.06K -300 -1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$625K +$625K +26,567 New
KA
57
Kovack Advisors
Florida
$600K -$23.5K -1,000 -4%
CRI
58
Colonial River Investments
Virginia
$557K -$80.9K -3,441 -13%
PCM
59
Passive Capital Management
Maryland
$507K -$133K -5,654 -21%
HA
60
Herold Advisors
New York
$478K +$151K +6,405 +46%
VCM
61
Virtue Capital Management
Tennessee
$465K +$465K +19,772 New
FA
62
Fiducient Advisors
Illinois
$398K -$107K -4,541 -21%
FHC
63
First Heartland Consultants
Missouri
$397K +$58.7K +2,495 +17%
NGA
64
Naples Global Advisors
Florida
$391K – – –
OWM
65
OneAscent Wealth Management
Alabama
$372K +$372K +15,803 New
EWM
66
Endowment Wealth Management
Wisconsin
$365K +$1.36K +58 +0.4%
DADC
67
D.A. Davidson & Co
Montana
$333K -$78.8K -3,350 -19%
FWM
68
Forza Wealth Management
Florida
$329K +$329K +14,000 New
Cerity Partners
69
Cerity Partners
New York
$324K +$324K +13,794 New
CA
70
Continuum Advisory
Idaho
$320K +$320K +13,614 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$314K – – –
SI
72
Saxon Interests
Texas
$310K – – –
RCAG
73
Rehmann Capital Advisory Group
Michigan
$309K +$32.7K +1,391 +12%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$289K -$38.9K -1,653 -12%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$283K -$14.3K -610 -5%
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3
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