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

113 hedge funds and large institutions have $380M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
18
Increased
35
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$42.1M
2
SL
2
Systelligence LLC
Minnesota
$8.1M
3
GT
3
Greenleaf Trust
Michigan
$3.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$8.53M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
76
Cullen/Frost Bankers
Texas
$252K +$238K +10,174 +1,696%
3LCM
77
3D/L Capital Management
Connecticut
$251K +$251K +10,726 New
JWCA
78
J.W. Cole Advisors
Florida
$250K +$250K +10,712 New
PA
79
Parallel Advisors
California
$248K +$17.8K +760 +8%
MIAN
80
Mariner Independent Advisor Network
Kansas
$244K +$1.17K +50 +0.5%
Legacy Financial Group (Iowa)
81
Legacy Financial Group (Iowa)
Iowa
$235K -$1.71M -73,201 -88%
IWC
82
Integrated Wealth Concepts
Massachusetts
$234K +$234K +9,997 New
LSA
83
Lion Street Advisors
Texas
$232K +$232K +9,883 New
CWA
84
Clarity Wealth Advisors
California
$210K -$41.6K -1,787 -17%
BL
85
BFSG LLC
California
$210K – – –
IA
86
IFP Advisors
Florida
$173K – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$155K -$88.7K -3,774 -36%
SPIA
88
Steward Partners Investment Advisory
New York
$125K – – –
PTC
89
Private Trust Company
Ohio
$82K – – –
FHA
90
First Horizon Advisors
Tennessee
$67K +$57.4K +2,456 +596%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$62K +$62K +2,634 New
EWM
92
Endurance Wealth Management
Rhode Island
$58K – – –
BBHC
93
Brown Brothers Harriman & Co
New York
$53K -$19.6K -837 -27%
HNWAG
94
High Net Worth Advisory Group
Florida
$47K – – –
SL
95
Savior LLC
Massachusetts
$41K -$15.3K -659 -27%
CB
96
CNB Bank
Pennsylvania
$28K -$92 -4 -0.3%
RWA
97
RGT Wealth Advisors
Texas
$28K +$28K +1,180 New
ACM
98
Absolute Capital Management
Pennsylvania
$27.8K +$27.8K +1,188 New
KFI
99
Key Financial Inc
Pennsylvania
$24K +$16K +687 +200%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
2 3
4
5 6