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

100 hedge funds and large institutions have $1.82B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
12
Increased
20
Reduced
46
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.54B
2
Cerity Partners
2
Cerity Partners
New York
$13.9M
3
Jane Street
3
Jane Street
New York
$15.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$6.55M

Top Sellers

1
BIA
1
Bell Investment Advisors
California
$38.4M
2
HWP
2
Highline Wealth Partners
California
$586K
3
FTUS
3
Flow Traders U.S.
New York
$3.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.5M
5
WPA
5
West Paces Advisors
Georgia
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$401K -$803K -34,628 -67%
FA
52
Fiducient Advisors
Illinois
$393K – – –
RCAG
53
Rehmann Capital Advisory Group
Michigan
$371K +$5.17K +223 +1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$356K -$160K -6,887 -31%
OWM
55
OneAscent Wealth Management
Alabama
$346K -$15.6K -672 -4%
PA
56
Pinnacle Associates
New York
$330K -$131K -5,633 -28%
EWM
57
Endowment Wealth Management
Wisconsin
$327K -$17.4K -749 -5%
FWM
58
Forza Wealth Management
Florida
$325K – – –
GWM
59
Geneos Wealth Management
Colorado
$319K +$319K +13,777 New
GT
60
Greenleaf Trust
Michigan
$308K -$763K -32,921 -71%
FWM
61
FFT Wealth Management
Pennsylvania
$298K +$298K +12,834 New
HighTower Advisors
62
HighTower Advisors
Illinois
$279K +$279K +11,992 New
SG
63
StoneX Group
New York
$262K +$262K +11,305 New
KIA
64
KLR Investment Advisors
Rhode Island
$257K +$257K +10,629 New
AIC
65
Archer Investment Corporation
Indiana
$257K – – –
CTWM
66
Cherry Tree Wealth Management
Minnesota
$251K +$40K +1,724 +19%
CA
67
CoreCap Advisors
Michigan
$249K -$20.2K -870 -7%
PA
68
Parallel Advisors
California
$246K – – –
3LCM
69
3D/L Capital Management
Connecticut
$233K +$2.39K +103 +1%
CC
70
Courier Capital
New York
$214K -$34.8K -1,500 -14%
JWCA
71
J.W. Cole Advisors
Florida
$212K +$93 +4 +0%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$211K +$211K +9,104 New
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$211K -$131K -5,640 -38%
CRWM
74
Castle Rock Wealth Management
California
$210K – – –
ACM
75
Arcataur Capital Management
Wisconsin
$206K -$4.64K -200 -2%
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3
4 5