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

91 hedge funds and large institutions have $1.7B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$4.95M
2
BCM
2
Boltwood Capital Management
California
$9.47M
3
Jane Street
3
Jane Street
New York
$4.26M
4
BIA
4
Bell Investment Advisors
California
$40.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
KA
3
Klingman & Associates
New York
$11M
4
Bank of America
4
Bank of America
North Carolina
$5.52M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$30.3K – – –
MA
77
Marquette Associates
Illinois
$27.3K -$3.23K -136 -11%
PS
78
Principal Securities
Iowa
$23.8K – – –
USB
79
Union Savings Bank
Connecticut
$18.6K -$1.08M -45,597 -98%
VCM
80
Versant Capital Management
Arizona
$13.9K – – –
CB
81
CNB Bank
Pennsylvania
$13.1K – – –
KFI
82
Key Financial Inc
Pennsylvania
$11.4K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$11.2K +$11.2K +473 New
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$11.2K +$11.2K +475 New
ETS
85
ESL Trust Services
New York
$9.5K +$9.5K +400 New
OIA
86
Optimum Investment Advisors
Illinois
$9.33K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$8.03K -$18.6K -782 -70%
AF
88
Allworth Financial
California
$7.03K -$93.3K -3,928 -93%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$2.07K -$522 -22 -20%
HI
90
Harbour Investments
Wisconsin
$285 – – –
GI
91
Gradient Investments
Minnesota
$26 +$26 +1 New
HNB
92
Huntington National Bank
Ohio
$24 -$24 – –
LB
93
Legacy Bridge
Iowa
– -$1.04M -44,035 Closed
BRWA
94
B. Riley Wealth Advisors
Florida
– -$586K -24,803 Closed
KA
95
Kovack Advisors
Florida
– -$520K -22,000 Closed
SWP
96
Significant Wealth Partners
Illinois
– -$456K -19,296 Closed
SPW
97
Sonoma Private Wealth
California
– -$344K -14,564 Closed
SFS
98
Sowell Financial Services
Arkansas
– -$334K -14,139 Closed
CRI
99
Colonial River Investments
Virginia
– -$249K -10,561 Closed
PA
100
Pinnacle Associates
New York
– -$241K -10,190 Closed
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4
5