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

115 hedge funds and large institutions have $1.81B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
15
Increased
33
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$9.03M
2
AWS
2
AJ Wealth Strategies
New York
$5.5M
3
BIA
3
Bell Investment Advisors
California
$46.9M
4
LSPW
4
Lake Street Private Wealth
Illinois
$2.55M
5
DWA
5
Delos Wealth Advisors
Texas
$2.93M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$238K
2
Northern Trust
2
Northern Trust
Illinois
$1.52B
3
PA
3
Pinnacle Associates
New York
$546K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.49M
5
PWMAG
5
Pinnacle Wealth Management Advisory Group
New Jersey
$420K
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
101
CNB Bank
Pennsylvania
$24.3K -$4.69K -194 -16%
M
102
MOTCO
Texas
$21.3K +$21.3K +880 New
NFSG
103
Newbridge Financial Services Group
Florida
$19.3K – – –
CFD
104
Creative Financial Designs
Indiana
$13.7K – – –
Bessemer Group
105
Bessemer Group
New Jersey
$12K -$20.1K -832 -63%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$10K – – –
OIA
107
Optimum Investment Advisors
Illinois
$9.5K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$6K -$230 -10 -4%
GBT
109
Grove Bank & Trust
Florida
$5.78K – – –
AA
110
AlphaMark Advisors
Kentucky
$5K – – –
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$4.19K -$155 -6,431 -4%
HT
112
Headlands Technologies
Illinois
$3.58K +$3.58K +148 New
FMP
113
Financial Management Professionals
Texas
$2K – – –
KFS
114
Kelly Financial Services
Massachusetts
$1.09K +$1.09K +45 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$1K +$1K +23 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$508 -$23.7K -980 -98%
GI
117
Gradient Investments
Minnesota
$3 -$3 – –
BG
118
Benedetti & Gucer
Georgia
– -$2.54M -108,162 Closed
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
– -$2.47M -105,078 Closed
EWMCB
120
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$1.2M -50,841 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
– -$781K -33,200 Closed
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
– -$686K -29,157 Closed
NGA
123
Naples Global Advisors
Florida
– -$391K -16,606 Closed
DADC
124
D.A. Davidson & Co
Montana
– -$333K -14,166 Closed
CA
125
Continuum Advisory
Idaho
– -$320K -13,614 Closed
2 3 4
5
6