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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

115 hedge funds and large institutions have $1.81B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
15
Increased
33
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$684K +$684K +28,302 New
RJFSA
52
Raymond James Financial Services Advisors
Florida
$623K -$533K -22,038 -46%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$592K +$376K +15,571 +174%
PA
54
Pinnacle Associates
New York
$546K -$10.5M -433,961 -95%
KA
55
Kovack Advisors
Florida
$532K -$84.6K -3,500 -14%
PCM
56
Passive Capital Management
Maryland
$521K
HA
57
Herold Advisors
New York
$506K +$14.6K +603 +3%
SW
58
SVB Wealth
Massachusetts
$438K -$698K -28,882 -61%
PWMAG
59
Pinnacle Wealth Management Advisory Group
New Jersey
$420K -$5.14M -212,855 -92%
FA
60
Fiducient Advisors
Illinois
$409K
OWM
61
OneAscent Wealth Management
Alabama
$377K -$4.76K -197 -1%
EWM
62
Endowment Wealth Management
Wisconsin
$371K -$4.86K -201 -1%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$371K +$52.9K +2,188 +17%
FWM
64
Forza Wealth Management
Florida
$338K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$322K
SI
66
Saxon Interests
Texas
$317K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$313K +$16.3K +676 +6%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$308K +$205K +8,500 +200%
Cerity Partners
69
Cerity Partners
New York
$292K -$41K -1,696 -12%
SPC
70
Sigma Planning Corp
Michigan
$288K +$1.74K +72 +0.6%
Mariner
71
Mariner
Kansas
$285K +$21.4K +888 +8%
AIC
72
Archer Investment Corporation
Indiana
$267K
CC
73
Courier Capital
New York
$266K -$12.1K -502 -4%
KIA
74
KLR Investment Advisors
Rhode Island
$257K +$2.3K +95 +0.9%
PA
75
Parallel Advisors
California
$256K