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

107 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
-8
Holders Change %
-6.96%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
25
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$11.2M
2
FTUS
2
Flow Traders U.S.
New York
$5.46M
3
BIA
3
Bell Investment Advisors
California
$47.4M
4
V
4
VeraBank
Texas
$6.81M
5
Jane Street
5
Jane Street
New York
$2.91M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.46B
2
SL
2
Systelligence LLC
Minnesota
$0
3
ES
3
ETF Store
Kansas
$3.35M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.05M
5
Bank of America
5
Bank of America
North Carolina
$9.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
51
Sonoma Private Wealth
California
$609K -$74.6K -3,172 -11%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$538K -$634K -26,939 -54%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$523K -$83.2K -3,536 -14%
KA
54
Kovack Advisors
Florida
$518K – – –
FHC
55
First Heartland Consultants
Missouri
$489K -$467K -19,861 -49%
PA
56
Pinnacle Associates
New York
$467K -$64.9K -2,756 -12%
TCWA
57
Ten Capital Wealth Advisors
Washington
$447K +$447K +19,000 New
PCM
58
Passive Capital Management
Maryland
$442K -$65.3K -2,774 -13%
FA
59
Fiducient Advisors
Illinois
$399K – – –
RCAG
60
Rehmann Capital Advisory Group
Michigan
$371K +$10.1K +430 +3%
OWM
61
OneAscent Wealth Management
Alabama
$367K – – –
EWM
62
Endowment Wealth Management
Wisconsin
$349K -$11.8K -503 -3%
PWMAG
63
Pinnacle Wealth Management Advisory Group
New Jersey
$347K -$62.7K -2,663 -15%
FWM
64
Forza Wealth Management
Florida
$329K – – –
SW
65
SVB Wealth
Massachusetts
$295K -$131K -5,573 -31%
Cerity Partners
66
Cerity Partners
New York
$290K +$5.25K +223 +2%
HWAM
67
Hennion & Walsh Asset Management
New Jersey
$282K +$282K +11,981 New
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$275K -$32.6K -1,375 -11%
CA
69
CoreCap Advisors
Michigan
$273K +$273K +11,606 New
Mariner
70
Mariner
Kansas
$271K -$6.49K -276 -2%
AIC
71
Archer Investment Corporation
Indiana
$260K – – –
CC
72
Courier Capital
New York
$253K -$6.45K -274 -2%
PA
73
Parallel Advisors
California
$250K – – –
3LCM
74
3D/L Capital Management
Connecticut
$234K +$3.15K +134 +1%
JWCA
75
J.W. Cole Advisors
Florida
$215K +$94 +4 +0%
1 2
3
4 5