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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 $351M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
24
Increased
34
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$12.5M
3
PA
3
Pinnacle Associates
New York
$24.6M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Jane Street
5
Jane Street
New York
$17.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$350K
3
FTUS
3
Flow Traders U.S.
New York
$817K
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$361K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Endurance Wealth Management
Rhode Island
$66K – – –
CB
77
CNB Bank
Pennsylvania
$55K -$58.4K -2,215 -51%
HNWAG
78
High Net Worth Advisory Group
Florida
$53K +$53K +2,000 New
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$53K +$53K +2,000 New
BFC
80
Bedel Financial Consulting
Indiana
$39K – – –
CWM
81
Cedar Wealth Management
California
$29K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$27K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +851 New
NFSG
84
Newbridge Financial Services Group
Florida
$21K – – –
PB
85
Pinnacle Bancorp
Nebraska
$20K -$151K -5,765 -88%
CFD
86
Creative Financial Designs
Indiana
$15K – – –
HNB
87
Huntington National Bank
Ohio
$11K -$11K – –
FHA
88
First Horizon Advisors
Tennessee
$11K – – –
PMFA
89
Plante Moran Financial Advisors
Michigan
$11K +$11K +425 New
OIA
90
Optimum Investment Advisors
Illinois
$10K – – –
CCM
91
Covington Capital Management
California
$9K – – –
KFI
92
Key Financial Inc
Pennsylvania
$9K +$9K +343 New
Citigroup
93
Citigroup
New York
$6K +$6K +223 New
AA
94
AlphaMark Advisors
Kentucky
$5K +$2.13K +85 +74%
APA
95
American Portfolios Advisors
New York
$4.6K – – –
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$47 +2 +1%
LWP
97
Lumature Wealth Partners
Georgia
$4K +$4K +153 New
SCA
98
Snowden Capital Advisors
New York
$4K +$4K +180 New
FMP
99
Financial Management Professionals
Texas
$2K +$2K +70 New
CP
100
Castleview Partners
Texas
$709 +$709 +18,653 New
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