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

91 hedge funds and large institutions have $1.7B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$4.95M
2
BCM
2
Boltwood Capital Management
California
$9.47M
3
Jane Street
3
Jane Street
New York
$4.26M
4
BIA
4
Bell Investment Advisors
California
$40.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
KA
3
Klingman & Associates
New York
$11M
4
Bank of America
4
Bank of America
North Carolina
$5.52M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
51
Archer Investment Corporation
Indiana
$341K +$60K +2,528 +21%
FIM
52
Freedom Investment Management
Connecticut
$336K -$4.18K -176 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$335K -$684K -28,800 -67%
FWM
54
Forza Wealth Management
Florida
$333K – – –
OWM
55
OneAscent Wealth Management
Alabama
$330K -$13K -548 -4%
FWM
56
FFT Wealth Management
Pennsylvania
$305K – – –
GWM
57
Geneos Wealth Management
Colorado
$304K -$155K -6,524 -34%
3AM
58
3EDGE Asset Management
Florida
$262K – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$259K +$259K +10,904 New
PA
60
Parallel Advisors
California
$252K – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$252K +$34.6K +1,455 +16%
EWM
62
Endowment Wealth Management
Wisconsin
$219K -$53.8K -2,266 -20%
CA
63
CoreCap Advisors
Michigan
$178K +$178K +7,509 New
ITIM
64
Indiana Trust & Investment Management
Indiana
$170K +$158K +6,634 +1,271%
US Bancorp
65
US Bancorp
Minnesota
$109K -$10.1K -425 -8%
SPIA
66
Steward Partners Investment Advisory
New York
$104K – – –
Franklin Resources
67
Franklin Resources
California
$99.3K -$390K -16,403 -80%
AAM
68
Advisors Asset Management
Colorado
$92.6K -$1.05K -44 -1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$84.1K – – –
HCM
70
Hollencrest Capital Management
California
$84K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$54K -$55.8K -2,353 -51%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$51.8K -$72K -3,032 -58%
Comerica Bank
73
Comerica Bank
Texas
$48.5K -$39.3K -1,654 -45%
APW
74
Atlantic Private Wealth
North Carolina
$46.3K +$46.3K +1,950 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$44.3K +$44.3K +1,866 New
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3
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