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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

109 hedge funds and large institutions have $2.46B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $2.42B → $2.46B (+$31.7M)

0.4% more ownership

Funds ownership: 95.61%96% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 111109 (-2)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
43
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
76
AWM Capital
Arizona
$214K -$18K -743 -8%
CL
77
Choreo LLC
Illinois
$213K
Bessemer Group
78
Bessemer Group
New Jersey
$210K +$162K +6,697 +344%
EWM
79
Endowment Wealth Management
Wisconsin
$210K +$209K +8,652 New
GKWIM
80
Gerber Kawasaki Wealth & Investment Management
California
$205K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$195K +$194K +8,044 New
CT
82
Caldwell Trust
Florida
$180K +$36K +1,491 +25%
GM
83
GeoWealth Management
Illinois
$135K +$7.54K +312 +6%
CFO
84
Cambient Family Office
Michigan
$120K -$88.6K -3,664 -42%
MDCM
85
Morgan Dempsey Capital Management
Wisconsin
$119K
MCM
86
MAI Capital Management
Ohio
$115K
SPIA
87
Steward Partners Investment Advisory
New York
$81.4K
SAM
88
Smartleaf Asset Management
Massachusetts
$72.2K -$627K -25,919 -90%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$69.4K +$69.2K +2,862 New
Jones Financial Companies
90
Jones Financial Companies
Missouri
$66.8K -$5.63K -233 -8%
CI
91
CX Institutional
Indiana
$56K
RCG
92
Rock Creek Group
District of Columbia
$50K
CFD
93
Creative Financial Designs
Indiana
$49.1K +$41.6K +1,719 +562%
HI
94
Harbour Investments
Wisconsin
$35.9K +$27.6K +1,142 +339%
AF
95
Allworth Financial
California
$33.8K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$20.6K
US Bancorp
97
US Bancorp
Minnesota
$19.6K -$18.9K -782 -49%
NA
98
NewEdge Advisors
Louisiana
$16.8K
GCM
99
Gables Capital Management
Florida
$13.1K
KFI
100
Key Financial Inc
Pennsylvania
$11.7K