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

100 hedge funds and large institutions have $2.3B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$363M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.54M
4
BCM
Boltwood Capital Management
California
+$1.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.77M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.24M
4
BI
Bolthouse Investments
California
-$1.23M
5
HB
Horizon Bancorp
Indiana
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
76
Cullen/Frost Bankers
Texas
$87.2K -$244K -10,000 -74%
SPIA
77
Steward Partners Investment Advisory
New York
$81.9K -$24.4K -1,000 -23%
Comerica Bank
78
Comerica Bank
Texas
$73.1K -$13.3K -546 -15%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$64.7K +$49K +2,015 +314%
US Bancorp
80
US Bancorp
Minnesota
$59.2K +$20.5K +841 +53%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$48.9K -$41.2K -1,689 -46%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$41K +$41K +1,682 New
AF
83
Allworth Financial
California
$37.4K +$30.3K +1,247 +421%
MA
84
Marquette Associates
Illinois
$37.2K +$8.41K +345 +29%
PS
85
Principal Securities
Iowa
$23.6K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$21K -$4.99K -202 -19%
VCM
87
Versant Capital Management
Arizona
$14.2K – – –
OP
88
ORG Partners
Indiana
$12.5K – – –
KFI
89
Key Financial Inc
Pennsylvania
$11.7K – – –
BONH
90
Bank of New Hampshire
New Hampshire
$10.6K – – –
OIA
91
Optimum Investment Advisors
Illinois
$9.58K – – –
HI
92
Harbour Investments
Wisconsin
$8.51K -$16.4K -674 -66%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$8.22K – – –
WSFS
94
Wilmington Savings Fund Society
Delaware
$8.19K – – –
AWM
95
Activest Wealth Management
Florida
$7.74K +$24 +1 +0.3%
PA
96
PSI Advisors
Florida
$4.17K -$2.02K -83 -33%
USB
97
Union Savings Bank
Connecticut
$1.97K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$585 +$585 +24 New
SIS
99
Sound Income Strategies
Florida
$382 +$382 +16 New
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$366 +$366 +15 New
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4
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