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

109 hedge funds and large institutions have $359M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
19
Increased
37
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.62M
2
BCM
2
Boltwood Capital Management
California
$2.65M
3
CA
3
CoreCap Advisors
Michigan
$2.62M
4
Bank of America
4
Bank of America
North Carolina
$30.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.1M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$638K
4
PA
4
Pinnacle Associates
New York
$22.7M
5
WPA
5
West Paces Advisors
Georgia
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Activest Wealth Management
Florida
$10K +$10K +409 New
CCM
102
Covington Capital Management
California
$9K – – –
KFI
103
Key Financial Inc
Pennsylvania
$9K – – –
MAM
104
Meeder Asset Management
Ohio
$8K – – –
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$5K -$450K -17,983 -99%
AA
106
AlphaMark Advisors
Kentucky
$5K – – –
APA
107
American Portfolios Advisors
New York
$4.34K – – –
FMP
108
Financial Management Professionals
Texas
$2K – – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$419 +$6 +257 +2%
ASN
110
Advisory Services Network
Georgia
– -$1.24M -48,000 Closed
IIC
111
Ironwood Investment Counsel
Arizona
– -$687K -26,550 Closed
ECM
112
Evergreen Capital Management
Washington
– -$492K -19,000 Closed
SWA
113
Strategies Wealth Advisors
Michigan
– -$392K -15,118 Closed
JWCA
114
J.W. Cole Advisors
Florida
– -$359K -13,852 Closed
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
– -$306K -11,811 Closed
SWA
116
SFMG Wealth Advisors
Texas
– -$259K -10,000 Closed
BSW
117
Buckingham Strategic Wealth
Missouri
– -$200K -7,727 Closed
PMFA
118
Plante Moran Financial Advisors
Michigan
– -$61K -2,339 Closed
BFC
119
Bedel Financial Consulting
Indiana
– -$39K -1,486 Closed
CWM
120
Cedar Wealth Management
California
– -$29K -1,105 Closed
Citigroup
121
Citigroup
New York
– -$6K -223 Closed
QCG
122
Quadrant Capital Group
Ohio
– -$3K -110 Closed
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