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

113 hedge funds and large institutions have $380M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
18
Increased
35
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$42.1M
2
SL
2
Systelligence LLC
Minnesota
$8.1M
3
GT
3
Greenleaf Trust
Michigan
$3.38M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$8.53M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
101
Newbridge Financial Services Group
Florida
$19K – – –
CFD
102
Creative Financial Designs
Indiana
$13K – – –
PB
103
Pinnacle Bancorp
Nebraska
$12K -$4.85K -216 -29%
AWM
104
Activest Wealth Management
Florida
$12K +$2.05K +84 +21%
HNB
105
Huntington National Bank
Ohio
$9K -$15K – –
OIA
106
Optimum Investment Advisors
Illinois
$9K – – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$9K – – –
CCM
108
Covington Capital Management
California
$8K – – –
AA
109
AlphaMark Advisors
Kentucky
$5K – – –
APA
110
American Portfolios Advisors
New York
$4.09K – – –
William Blair & Company
111
William Blair & Company
Illinois
$3K -$165K -7,916 -98%
FMP
112
Financial Management Professionals
Texas
$2K – – –
FHC
113
First Heartland Consultants
Missouri
$336 +$336 +14,372 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$334 -$64 -2,676 -16%
LFAS
115
Level Four Advisory Services
Texas
– -$4.89M -196,933 Closed
FTUS
116
Flow Traders U.S.
New York
– -$4.62M -186,209 Closed
F4L
117
Fortune 45 LLC
Louisiana
– -$2.58M -104,076 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– -$275K -11,088 Closed
BB
119
Busey Bank
Illinois
– -$268K -10,783 Closed
NB
120
Nicolet Bankshares
Wisconsin
– -$203K -8,180 Closed
AP
121
Advisors Preferred
Maryland
– -$200K -8,067 Closed
CP
122
Castleview Partners
Texas
– -$62.8K -1,508 Closed
Jones Financial Companies
123
Jones Financial Companies
Missouri
– -$25K -1,000 Closed
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
– -$16K -653 Closed
MAM
125
Meeder Asset Management
Ohio
– -$8K -308 Closed
2 3 4
5
6