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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 $2.3B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$363M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.54M
4
BCM
Boltwood Capital Management
California
+$1.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.77M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.24M
4
BI
Bolthouse Investments
California
-$1.23M
5
HB
Horizon Bancorp
Indiana
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$399K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$391K – – –
MEAC
53
M.E. Allison & Co
Texas
$389K +$317 +13 +0.1%
ACM
54
Absolute Capital Management
Pennsylvania
$384K +$135K +5,553 +54%
CL
55
Choreo LLC
Illinois
$366K – – –
AIC
56
Archer Investment Corporation
Indiana
$350K – – –
VCM
57
Virtue Capital Management
Tennessee
$342K +$342K +14,047 New
KA
58
Kovack Advisors
Florida
$341K -$24.4K -1,000 -7%
FWM
59
Forza Wealth Management
Florida
$341K – – –
CA
60
CoreCap Advisors
Michigan
$332K +$59.8K +2,454 +22%
HF
61
Holcombe Financial
Georgia
$324K +$3.93K +161 +1%
AC
62
AWM Capital
Arizona
$313K +$658 +27 +0.2%
C
63
Certuity
Florida
$307K +$307K +12,600 New
Corient Private Wealth
64
Corient Private Wealth
Florida
$290K +$290K +11,912 New
FFN
65
Focus Financial Network
Minnesota
$270K -$9.14K -375 -3%
UBS Group
66
UBS Group
Switzerland
$259K -$140K -5,740 -35%
GT
67
Greenleaf Trust
Michigan
$247K -$195K -7,995 -44%
SFA
68
Sequoia Financial Advisors
Ohio
$246K +$246K +10,100 New
Goldman Sachs
69
Goldman Sachs
New York
$241K +$241K +9,899 New
OWM
70
OneAscent Wealth Management
Alabama
$236K -$18.1K -744 -7%
GKWIM
71
Gerber Kawasaki Wealth & Investment Management
California
$222K +$98 +4 +0%
CF
72
Centaurus Financial
California
$147K -$5.97K -245 -4%
BF
73
BOK Financial
Oklahoma
$146K +$146K +5,981 New
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$138K +$127K +5,251 +1,105%
MCM
75
MAI Capital Management
Ohio
$115K – – –
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3
4 5