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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

101 hedge funds and large institutions have $2.53B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
101
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$226M
2 +$17.2M
3 +$2.46M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.15M
5
V
VeraBank
Texas
+$1.09M

Top Sellers

1 -$2.28M
2 -$1.9M
3 -$1.3M
4
Morgan Stanley
Morgan Stanley
New York
-$972K
5
DWA
Delos Wealth Advisors
Texas
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
76
BOK Financial
Oklahoma
$95.7K
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$90K
SPIA
78
Steward Partners Investment Advisory
New York
$81.4K
WSFS
79
Wilmington Savings Fund Society
Delaware
$66.3K
Osaic Holdings
80
Osaic Holdings
Arizona
$59K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$54.3K
US Bancorp
82
US Bancorp
Minnesota
$38.5K
Jones Financial Companies
83
Jones Financial Companies
Missouri
$38.2K
GCM
84
Gables Capital Management
Florida
$36.4K
MA
85
Marquette Associates
Illinois
$35.1K
AF
86
Allworth Financial
California
$33.8K
BCMLT
87
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K
PS
88
Principal Securities
Iowa
$24.2K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$21K
HWM
90
Hemington Wealth Management
Virginia
$21K
HI
91
Harbour Investments
Wisconsin
$12K
KFI
92
Key Financial Inc
Pennsylvania
$11.7K
BONH
93
Bank of New Hampshire
New Hampshire
$10.5K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$8.17K
AWM
95
Activest Wealth Management
Florida
$7.83K
TCOV
96
Trust Company of Vermont
Vermont
$4.78K
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$2.64K
TRCT
98
Tower Research Capital (TRC)
New York
$2.47K
USB
99
Union Savings Bank
Connecticut
$1.96K
CFD
100
Creative Financial Designs
Indiana
$1.7K