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

104 hedge funds and large institutions have $1.64B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
23
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$8.97M
2
DRS
2
Deane Retirement Strategies
Louisiana
$3.66M
3
RVPG
3
Relative Value Partners Group
$2.99M
4
BCM
4
Boltwood Capital Management
California
$11.8M
5
FTUS
5
Flow Traders U.S.
New York
$2.66M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.41B
2
KA
2
Klingman & Associates
New York
$8.07M
3
Bank of America
3
Bank of America
North Carolina
$3.2M
4
ES
4
ETF Store
Kansas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
AWM Capital
Arizona
$420K -$208K -8,827 -33%
CL
52
Choreo LLC
Illinois
$410K +$410K +17,487 New
KA
53
Kovack Advisors
Florida
$401K +$401K +17,000 New
ASN
54
Advisory Services Network
Georgia
$386K +$386K +16,371 New
CTWM
55
Cherry Tree Wealth Management
Minnesota
$380K -$30K -1,272 -7%
FFN
56
Focus Financial Network
Minnesota
$355K -$3.57K -151 -1%
FIM
57
Freedom Investment Management
Connecticut
$342K +$8.49K +360 +3%
VCM
58
Virtue Capital Management
Tennessee
$339K -$23.5K -994 -6%
AIC
59
Archer Investment Corporation
Indiana
$338K – – –
FWM
60
Forza Wealth Management
Florida
$330K – – –
OWM
61
OneAscent Wealth Management
Alabama
$324K -$4.41K -187 -1%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$323K -$15.8K -671 -5%
HWP
63
Highline Wealth Partners
California
$312K -$54.3K -2,302 -15%
UBS Group
64
UBS Group
Switzerland
$307K -$345K -14,641 -53%
FWM
65
FFT Wealth Management
Pennsylvania
$303K – – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$301K +$50.7K +2,151 +20%
3AM
67
3EDGE Asset Management
Florida
$260K – – –
PA
68
Parallel Advisors
California
$250K – – –
EWM
69
Endowment Wealth Management
Wisconsin
$207K -$11.1K -469 -5%
ACM
70
Absolute Capital Management
Pennsylvania
$202K +$202K +8,572 New
US Bancorp
71
US Bancorp
Minnesota
$162K +$53.5K +2,267 +49%
CA
72
CoreCap Advisors
Michigan
$160K -$17.2K -728 -10%
GWM
73
Geneos Wealth Management
Colorado
$129K -$173K -7,330 -57%
CF
74
Centaurus Financial
California
$128K +$128K +5,410 New
Osaic Holdings
75
Osaic Holdings
Arizona
$122K -$530K -22,485 -81%
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3
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