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

83 hedge funds and large institutions have $288M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+3
Holders Change %
+3.75%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
27
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIA
1
Bell Investment Advisors
California
$34.9M
2
LPL Financial
2
LPL Financial
California
$13.4M
3
Jane Street
3
Jane Street
New York
$10.6M
4
UBS Group
4
UBS Group
Switzerland
$12.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.27M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$22.9M
2
Northern Trust
2
Northern Trust
Illinois
$10.3M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.97M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$542K
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
1
Bell Investment Advisors
California
$34.9M 1,326,077 +1,326,077 New
WPA
2
West Paces Advisors
Georgia
$34.7M 1,318,155 +155,893 +13%
Morgan Stanley
3
Morgan Stanley
New York
$34.5M 1,312,452 +184,886 +16%
Bank of America
4
Bank of America
North Carolina
$22.9M 869,185 -107,662 -11%
PA
5
Pinnacle Associates
New York
$17.7M 672,642 +105,996 +19%
VA
6
Valmark Advisers
Ohio
$14.4M 546,201 +6,587 +1%
LPL Financial
7
LPL Financial
California
$13.4M 508,242 +416,935 +457%
UBS Group
8
UBS Group
Switzerland
$12.7M 482,840 +281,388 +140%
Jane Street
9
Jane Street
New York
$10.6M 401,491 +385,351 +2,388%
Northern Trust
10
Northern Trust
Illinois
$10.3M 37,651,248 -4,351,526 -10%
PWMAG
11
Pinnacle Wealth Management Advisory Group
New Jersey
$6.79M 258,204 +39,525 +18%
Citadel Advisors
12
Citadel Advisors
Florida
$6.27M 238,241 +238,241 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.15M 195,921 +76,210 +64%
Wells Fargo
14
Wells Fargo
California
$4.97M 188,985 -16,926 -8%
V
15
VeraBank
Texas
$4.89M 185,760 +12,939 +7%
LFAS
16
Level Four Advisory Services
Texas
$4.57M 173,584 +173,584 New
CWM
17
Cabot Wealth Management
Massachusetts
$4.33M 164,475 -1,497 -0.9%
IA
18
IFG Advisory
Georgia
$3.49M 132,735 +16,123 +14%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.88M 109,603 +12,203 +13%
CG
20
Colony Group
Massachusetts
$2.76M 104,997 -2,510 -2%
MA
21
MONECO Advisors
Connecticut
$2.38M 90,440 +9,197 +11%
LB
22
Legacy Bridge
Iowa
$2.37M 90,028 +7,710 +9%
FTUS
23
Flow Traders U.S.
New York
$2.13M 81,097 +81,097 New
Stifel Financial
24
Stifel Financial
Missouri
$2.05M 77,906 +34,593 +80%
RJA
25
Raymond James & Associates
Florida
$1.97M 74,714 +49,548 +197%
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