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

99 hedge funds and large institutions have $1.86B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
33
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.62B
2
5SA
2
5th Street Advisors
Connecticut
$10.2M
3
Wells Fargo
3
Wells Fargo
California
$8.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.25M

Top Sellers

1
DRS
1
Deane Retirement Strategies
Louisiana
$0
2
IA
2
IFG Advisory
Georgia
$2.12M
3
HB
3
Horizon Bancorp
Indiana
$8.48M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$567K
5
Stifel Financial
5
Stifel Financial
Missouri
$638K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$379K +$379K +16,046 New
MEAC
52
M.E. Allison & Co
Texas
$376K +$376K +15,959 New
CL
53
Choreo LLC
Illinois
$354K -$58.7K -2,487 -14%
KA
54
Kovack Advisors
Florida
$354K – – –
FIM
55
Freedom Investment Management
Connecticut
$341K -$543 -23 -0.2%
AIC
56
Archer Investment Corporation
Indiana
$338K – – –
FWM
57
Forza Wealth Management
Florida
$330K – – –
CFB
58
Cullen/Frost Bankers
Texas
$320K +$320K +13,575 New
HF
59
Holcombe Financial
Georgia
$309K +$309K +13,113 New
AC
60
AWM Capital
Arizona
$302K -$140K -5,924 -32%
FFN
61
Focus Financial Network
Minnesota
$270K -$4.84K -205 -2%
HWP
62
Highline Wealth Partners
California
$269K – – –
CA
63
CoreCap Advisors
Michigan
$264K +$85.8K +3,637 +48%
FWM
64
FFT Wealth Management
Pennsylvania
$253K – – –
PA
65
Parallel Advisors
California
$250K – – –
OWM
66
OneAscent Wealth Management
Alabama
$246K -$77.8K -3,298 -24%
ACM
67
Absolute Capital Management
Pennsylvania
$241K +$34.9K +1,478 +17%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$214K -$87K -3,686 -29%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$202K +$202K +8,573 New
EWA
70
EP Wealth Advisors
California
$163K +$163K +6,926 New
CF
71
Centaurus Financial
California
$148K +$17.8K +755 +14%
MCM
72
MAI Capital Management
Ohio
$112K +$112K +4,737 New
SPIA
73
Steward Partners Investment Advisory
New York
$103K – – –
William Blair & Company
74
William Blair & Company
Illinois
$90K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$87.1K +$38.7K +1,642 +80%
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