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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

109 hedge funds and large institutions have $2.47B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

3.22% less ownership

Funds ownership: 96.31%93.08% (-3.2%)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

Holders
109
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$9.34M
2 +$5.8M
3 +$5.33M
4
Goldman Sachs
Goldman Sachs
New York
+$4.04M
5
Morgan Stanley
Morgan Stanley
New York
+$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$208K
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$208K
BF
78
BOK Financial
Oklahoma
$205K
Comerica Bank
79
Comerica Bank
Texas
$202K
CF
80
Centaurus Financial
California
$130K
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$128K
GM
82
GeoWealth Management
Illinois
$126K
MDCM
83
Morgan Dempsey Capital Management
Wisconsin
$120K
MCM
84
MAI Capital Management
Ohio
$115K
CT
85
Caldwell Trust
Florida
$102K
SPIA
86
Steward Partners Investment Advisory
New York
$81.7K
Bessemer Group
87
Bessemer Group
New Jersey
$63K
CI
88
CX Institutional
Indiana
$55K
RCG
89
Rock Creek Group
District of Columbia
$50.2K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$41.2K
US Bancorp
91
US Bancorp
Minnesota
$38.7K
GCM
92
Gables Capital Management
Florida
$36.5K
WSFS
93
Wilmington Savings Fund Society
Delaware
$29.5K
MA
94
Marquette Associates
Illinois
$26.7K
Jones Financial Companies
95
Jones Financial Companies
Missouri
$24.4K
PS
96
Principal Securities
Iowa
$24.3K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$21K
HWM
98
Hemington Wealth Management
Virginia
$21K
NA
99
NewEdge Advisors
Louisiana
$17.7K
CFD
100
Creative Financial Designs
Indiana
$15.5K