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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

109 hedge funds and large institutions have $2.46B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $2.42B → $2.46B (+$31.7M)

0.4% more ownership

Funds ownership: 95.61%96% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 111109 (-2)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
43
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$551K -$37.3K -1,541 -6%
Osaic Holdings
52
Osaic Holdings
Arizona
$534K -$110K -4,546 -17%
HWP
53
Highline Wealth Partners
California
$501K +$499K +20,649 New
RWA
54
Redhawk Wealth Advisors
Minnesota
$478K +$477K +19,712 New
MEAC
55
M.E. Allison & Co
Texas
$466K
UBS Group
56
UBS Group
Switzerland
$447K -$201K -8,308 -31%
HF
57
Holcombe Financial
Georgia
$424K +$9.43K +390 +2%
IA
58
IFP Advisors
Florida
$402K +$113K +4,669 +39%
WS
59
Wedbush Securities
California
$397K +$26.7K +1,103 +7%
SWM
60
SeaCrest Wealth Management
New York
$393K +$392K +16,214 New
ASN
61
Advisory Services Network
Georgia
$373K
IFA
62
Interactive Financial Advisors
Illinois
$371K -$7.78K -322 -2%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$352K -$64.7K -2,675 -16%
HI
64
Horizon Investments
North Carolina
$336K +$166K +6,874 +97%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$334K -$42.5K -1,759 -11%
ACM
66
Alamar Capital Management
California
$333K
ACM
67
Absolute Capital Management
Pennsylvania
$331K +$12.7K +526 +4%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$310K +$310K +12,804 New
C
69
Certuity
Florida
$305K
Stifel Financial
70
Stifel Financial
Missouri
$278K -$93.4K -3,864 -25%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$274K +$273K +11,286 New
WIM
72
WealthPlan Investment Management
Nebraska
$268K +$267K +11,065 New
TSS
73
Two Sigma Securities
New York
$265K -$29K -1,200 -10%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$232K +$190K +7,880 +465%
SFA
75
Sequoia Financial Advisors
Ohio
$223K