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

80 hedge funds and large institutions have $196M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
11
Increased
35
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$25.9M
2
WPA
2
West Paces Advisors
Georgia
$30.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
LB
4
Legacy Bridge
Iowa
$2.18M
5
MA
5
MONECO Advisors
Connecticut
$2.15M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CF
3
Centaurus Financial
California
$0
4
Jane Street
4
Jane Street
New York
$428K
5
UBS Group
5
UBS Group
Switzerland
$5.34M
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
1
West Paces Advisors
Georgia
$30.8M 1,162,262 +287,640 +33%
Morgan Stanley
2
Morgan Stanley
New York
$29.9M 1,127,566 +100,490 +10%
Bank of America
3
Bank of America
North Carolina
$25.9M 976,847 +512,248 +110%
PA
4
Pinnacle Associates
New York
$15M 566,646 +62,150 +12%
VA
5
Valmark Advisers
Ohio
$14.3M 539,614 +8,055 +2%
Northern Trust
6
Northern Trust
Illinois
$11.6M 42,002,774 +238,241 +0.6%
PWMAG
7
Pinnacle Wealth Management Advisory Group
New Jersey
$5.79M 218,679 +51,529 +31%
Wells Fargo
8
Wells Fargo
California
$5.46M 205,911 +32,393 +19%
UBS Group
9
UBS Group
Switzerland
$5.34M 201,452 -15,149 -7%
V
10
VeraBank
Texas
$4.58M 172,821 +6,231 +4%
CWM
11
Cabot Wealth Management
Massachusetts
$4.4M 165,972 -2,176 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.17M 119,711 +19,132 +19%
IA
13
IFG Advisory
Georgia
$3.09M 116,612 +10,594 +10%
CG
14
Colony Group
Massachusetts
$2.85M 107,507 +4,463 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.58M 97,400 +68,039 +232%
LPL Financial
16
LPL Financial
California
$2.42M 91,307 +15,315 +20%
LB
17
Legacy Bridge
Iowa
$2.18M 82,318 +81,000 +6,146%
MA
18
MONECO Advisors
Connecticut
$2.15M 81,243 +71,622 +744%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.75M 66,013 +24,016 +57%
RCA
20
Ranch Capital Advisors
Florida
$1.64M 61,922 +11,458 +23%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$1.63M 61,701 -210 -0.3%
TIA
22
Tiemann Investment Advisors
California
$1.59M 59,988 +17,633 +42%
ASN
23
Advisory Services Network
Georgia
$1.24M 46,700 – –
Stifel Financial
24
Stifel Financial
Missouri
$1.15M 43,313 +43,313 New
HBT
25
Hills Bank & Trust
Iowa
$958K 36,158 -236 -0.6%
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