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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

100 hedge funds and large institutions have $2.53B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
35
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MEAC
51
M.E. Allison & Co
Texas
$383K -$3.81K -157 -1%
HF
52
Holcombe Financial
Georgia
$373K +$51.5K +2,123 +16%
ACM
53
Absolute Capital Management
Pennsylvania
$365K -$17.3K -714 -5%
CL
54
Choreo LLC
Illinois
$364K
CA
55
CoreCap Advisors
Michigan
$355K +$24.7K +1,020 +7%
DAS
56
Dynamic Advisor Solutions
Arizona
$354K -$182K -7,517 -34%
AIC
57
Archer Investment Corporation
Indiana
$348K
AC
58
AWM Capital
Arizona
$316K +$4.8K +198 +2%
WANY
59
Wealthspire Advisors (New York)
New York
$306K +$306K +12,634 New
C
60
Certuity
Florida
$305K
FFN
61
Focus Financial Network
Minnesota
$272K +$3.69K +152 +1%
KA
62
Kovack Advisors
Florida
$267K -$72.7K -3,000 -21%
ANBT
63
American National Bank & Trust
Texas
$261K +$261K +10,754 New
FWM
64
Forza Wealth Management
Florida
$242K -$97K -4,000 -29%
Goldman Sachs
65
Goldman Sachs
New York
$240K
CIA
66
Concurrent Investment Advisors
Florida
$231K +$231K +9,539 New
GT
67
Greenleaf Trust
Michigan
$226K -$20K -823 -8%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$207K -$13.4K -551 -6%
SAM
69
Smartleaf Asset Management
Massachusetts
$189K +$189K +7,815 New
Comerica Bank
70
Comerica Bank
Texas
$156K +$83.1K +3,428 +114%
MCM
71
MAI Capital Management
Ohio
$147K +$32.6K +1,345 +28%
CF
72
Centaurus Financial
California
$129K -$16.9K -697 -12%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$127K -$11.5K -475 -8%
MDCM
74
Morgan Dempsey Capital Management
Wisconsin
$119K +$119K +4,926 New
BF
75
BOK Financial
Oklahoma
$95.7K -$49.3K -2,032 -34%