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

101 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
18
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
BCM
2
Boltwood Capital Management
California
$6.79M
3
BWA
3
Burt Wealth Advisors
Maryland
$3.5M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.38M
5
OMC
5
Old Mission Capital
Illinois
$2.03M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.49B
2
Jane Street
2
Jane Street
New York
$2.34M
3
Cerity Partners
3
Cerity Partners
New York
$1.32M
4
KA
4
Klingman & Associates
New York
$14.6M
5
Wells Fargo
5
Wells Fargo
California
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$283 12 – –
HNB
102
Huntington National Bank
Ohio
– – – –
GI
103
Gradient Investments
Minnesota
– – – –
RSWM
104
Robertson Stephens Wealth Management
California
– – -58,204 Closed
SFC
105
Strategic Financial Concepts
Texas
– – -33,607 Closed
PCM
106
Passive Capital Management
Maryland
– – -18,800 Closed
RCAG
107
Rehmann Capital Advisory Group
Michigan
– – -15,987 Closed
RJFSA
108
Raymond James Financial Services Advisors
Florida
– – -15,360 Closed
HighTower Advisors
109
HighTower Advisors
Illinois
– – -11,992 Closed
SG
110
StoneX Group
New York
– – -11,305 Closed
CA
111
CoreCap Advisors
Michigan
– – -10,736 Closed
KIA
112
KLR Investment Advisors
Rhode Island
– – -10,629 Closed
3LCM
113
3D/L Capital Management
Connecticut
– – -10,062 Closed
CRWM
114
Castle Rock Wealth Management
California
– – -9,130 Closed
JWCA
115
J.W. Cole Advisors
Florida
– – -9,122 Closed
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
– – -9,089 Closed
ACM
117
Arcataur Capital Management
Wisconsin
– – -8,878 Closed
FPCP
118
Fort Point Capital Partners
California
– – -8,696 Closed
GBT
119
Grove Bank & Trust
Florida
– – -5,657 Closed
AC
120
AlphaCore Capital
California
– – -4,183 Closed
Legacy Financial Group (Iowa)
121
Legacy Financial Group (Iowa)
Iowa
– – -1,576 Closed
NFSG
122
Newbridge Financial Services Group
Florida
– – -800 Closed
FFA
123
Farther Finance Advisors
California
– – – –
AWM
124
Activest Wealth Management
Florida
– – – –
CFGS
125
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5