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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
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Overview Fund Activity

103 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M
4
Northern Trust
4
Northern Trust
Illinois
$17.9M
5
BG
5
Benedetti & Gucer
Georgia
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.43M
2
CWM
2
Cabot Wealth Management
Massachusetts
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$4.52M
5
WPA
5
West Paces Advisors
Georgia
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$135K – – –
HA
77
Herold Advisors
New York
$105K +$105K +4,044 New
HFA
78
HC Financial Advisors
California
$88K – – –
BBHC
79
Brown Brothers Harriman & Co
New York
$74K – – –
EWM
80
Endurance Wealth Management
Rhode Island
$65K – – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$61K +$49.9K +1,914 +450%
HNWAG
82
High Net Worth Advisory Group
Florida
$52K – – –
BFC
83
Bedel Financial Consulting
Indiana
$39K – – –
CP
84
Castleview Partners
Texas
$32K -$441K -17,390 -93%
CB
85
CNB Bank
Pennsylvania
$32K -$22.7K -865 -41%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$31K +$31K +1,200 New
CWM
87
Cedar Wealth Management
California
$29K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
NFSG
89
Newbridge Financial Services Group
Florida
$21K – – –
PB
90
Pinnacle Bancorp
Nebraska
$19K -$304 -12 -2%
CFD
91
Creative Financial Designs
Indiana
$15K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$9.76K +389 +230%
FHA
93
First Horizon Advisors
Tennessee
$11K – – –
HNB
94
Huntington National Bank
Ohio
$10K -$11K – –
OIA
95
Optimum Investment Advisors
Illinois
$10K – – –
KFI
96
Key Financial Inc
Pennsylvania
$9K – – –
CCM
97
Covington Capital Management
California
$9K – – –
MAM
98
Meeder Asset Management
Ohio
$8K +$8K +308 New
Citigroup
99
Citigroup
New York
$6K – – –
US Bancorp
100
US Bancorp
Minnesota
$6K +$6K +214 New
1 2 3
4
5