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

104 hedge funds and large institutions have $1.64B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
23
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$8.97M
2
DRS
2
Deane Retirement Strategies
Louisiana
$3.66M
3
RVPG
3
Relative Value Partners Group
$2.99M
4
BCM
4
Boltwood Capital Management
California
$11.8M
5
FTUS
5
Flow Traders U.S.
New York
$2.66M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.41B
2
KA
2
Klingman & Associates
New York
$8.07M
3
Bank of America
3
Bank of America
North Carolina
$3.2M
4
ES
4
ETF Store
Kansas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$103K – – –
William Blair & Company
77
William Blair & Company
Illinois
$95.1K +$95.1K +4,031 New
AAM
78
Advisors Asset Management
Colorado
$84.7K -$7.34K -311 -8%
HCM
79
Hollencrest Capital Management
California
$83.4K – – –
Comerica Bank
80
Comerica Bank
Texas
$48.2K – – –
Jones Financial Companies
81
Jones Financial Companies
Missouri
$41.9K +$41.9K +1,775 New
MA
82
Marquette Associates
Illinois
$25.3K -$1.77K -75 -7%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$25K -$29.1K -1,224 -54%
PS
84
Principal Securities
Iowa
$23.6K – – –
VCM
85
Versant Capital Management
Arizona
$13.8K – – –
MG
86
Mather Group
Illinois
$13.3K +$13.3K +561 New
KFI
87
Key Financial Inc
Pennsylvania
$11.3K – – –
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$11.2K – – –
ETS
89
ESL Trust Services
New York
$9.44K – – –
OIA
90
Optimum Investment Advisors
Illinois
$9.27K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$7.95K -$24 -1 -0.3%
CA
92
Clearstead Advisors
Ohio
$7.41K +$7.41K +314 New
AWM
93
Activest Wealth Management
Florida
$7.33K +$7.33K +311 New
AF
94
Allworth Financial
California
$6.98K – – –
USB
95
Union Savings Bank
Connecticut
$5.76K -$12.7K -538 -69%
BBHC
96
Brown Brothers Harriman & Co
New York
$5.24K -$24.9K -1,055 -83%
Bessemer Group
97
Bessemer Group
New Jersey
$5K +$5K +216 New
CPG
98
Cornerstone Planning Group
New Jersey
$4.97K +$4.97K +209 New
CYG
99
Clean Yield Group
Vermont
$4.72K +$4.72K +200 New
PA
100
PSI Advisors
Florida
$2.85K +$2.85K +121 New
1 2 3
4
5