TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

99 hedge funds and large institutions have $1.86B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
33
Reduced
29
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$83.7K +$17.5K +742 +26%
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$70.2K
Osaic Holdings
78
Osaic Holdings
Arizona
$66.1K +$118 +5 +0.2%
US Bancorp
79
US Bancorp
Minnesota
$37.5K -$14K -595 -27%
GBT
80
Grove Bank & Trust
Florida
$33.6K +$33.6K +1,424 New
MA
81
Marquette Associates
Illinois
$27.8K +$4.6K +195 +20%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$25K
HI
83
Harbour Investments
Wisconsin
$24.1K +$6.39K +271 +36%
PS
84
Principal Securities
Iowa
$23.6K
Jones Financial Companies
85
Jones Financial Companies
Missouri
$15.1K
VCM
86
Versant Capital Management
Arizona
$13.8K
OP
87
ORG Partners
Indiana
$12.2K +$12.2K +518 New
KFI
88
Key Financial Inc
Pennsylvania
$11.3K
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$11.2K
BONH
90
Bank of New Hampshire
New Hampshire
$10.3K +$10.3K +435 New
OIA
91
Optimum Investment Advisors
Illinois
$9.27K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$7.95K -$118 -5 -1%
WSFS
93
Wilmington Savings Fund Society
Delaware
$7.93K +$7.93K +336 New
AWM
94
Activest Wealth Management
Florida
$7.47K +$71 +3 +1%
AF
95
Allworth Financial
California
$7.03K -$7.86K -331 -53%
PA
96
PSI Advisors
Florida
$5.99K +$401 +17 +7%
CPG
97
Cornerstone Planning Group
New Jersey
$5.03K +$24 +1 +0.5%
AWM
98
AE Wealth Management
Kansas
$3.27K +$3.27K +139 New
USB
99
Union Savings Bank
Connecticut
$1.91K
HNB
100
Huntington National Bank
Ohio
$24 -$24