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

101 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
18
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
BCM
2
Boltwood Capital Management
California
$6.79M
3
BWA
3
Burt Wealth Advisors
Maryland
$3.5M
4
OMC
4
Old Mission Capital
Illinois
$2.03M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.49B
2
Jane Street
2
Jane Street
New York
$2.34M
3
Cerity Partners
3
Cerity Partners
New York
$1.32M
4
KA
4
Klingman & Associates
New York
$14.6M
5
Wells Fargo
5
Wells Fargo
California
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$103K 4,358 – –
AF
77
Allworth Financial
California
$99.8K 4,224 +4,224 New
ASN
78
Advisory Services Network
Georgia
$94.5K 4,000 +4,000 New
AAM
79
Advisors Asset Management
Colorado
$93.2K 3,945 -34 -0.9%
Comerica Bank
80
Comerica Bank
Texas
$87.3K 3,697 +1,400 +61%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$83.7K 3,540 +3,540 New
HCM
82
Hollencrest Capital Management
California
$83.5K 3,536 – –
BL
83
BFSG LLC
California
$61.1K 2,586 +2,586 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$59.9K 2,534 -3,254 -56%
SIS
85
Sound Income Strategies
Florida
$50.5K 2,137 +2,137 New
CTC
86
Central Trust Company
Missouri
$35.9K 1,518 – –
MA
87
Marquette Associates
Illinois
$30.3K 1,284 +1,284 New
BBHC
88
Brown Brothers Harriman & Co
New York
$30.2K 1,277 – –
VAMG
89
Voisard Asset Management Group
Michigan
$29.5K 1,250 +1,250 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$26.5K 1,120 +1,119 +111,900%
PS
91
Principal Securities
Iowa
$23.6K 1,000 +1,000 New
M
92
MOTCO
Texas
$20.8K 880 – –
VCM
93
Versant Capital Management
Arizona
$13.8K 584 -900 -61%
CB
94
CNB Bank
Pennsylvania
$13K 550 -19 -3%
ITIM
95
Indiana Trust & Investment Management
Indiana
$12.3K 522 – –
KFI
96
Key Financial Inc
Pennsylvania
$11.4K 481 -549 -53%
OIA
97
Optimum Investment Advisors
Illinois
$9.28K 393 – –
IA
98
IFP Advisors
Florida
$9K 381 – –
AA
99
AlphaMark Advisors
Kentucky
$5K 200 – –
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$2.58K 109 +109 New
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4
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