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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

100 hedge funds and large institutions have $351M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
24
Increased
34
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WPA
1
West Paces Advisors
Georgia
$39M 1,483,893 +165,738 +13%
BIA
2
Bell Investment Advisors
California
$38.2M 1,452,224 +126,147 +10%
Morgan Stanley
3
Morgan Stanley
New York
$38M 1,446,082 +133,630 +10%
Bank of America
4
Bank of America
North Carolina
$29.7M 1,127,374 +258,189 +30%
PA
5
Pinnacle Associates
New York
$24.6M 936,375 +263,733 +39%
Jane Street
6
Jane Street
New York
$17.3M 656,037 +254,546 +63%
UBS Group
7
UBS Group
Switzerland
$17.1M 651,156 +168,316 +35%
VA
8
Valmark Advisers
Ohio
$14.6M 553,310 +7,109 +1%
Wells Fargo
9
Wells Fargo
California
$12.5M 476,264 +287,279 +152%
PWMAG
10
Pinnacle Wealth Management Advisory Group
New Jersey
$12.4M 469,442 +211,238 +82%
Northern Trust
11
Northern Trust
Illinois
$10.2M 37,255,056 -396,192 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.49M 322,550 +315,833 +4,702%
ES
13
ETF Store
Kansas
$8.01M 310,774 +310,774 New
LPL Financial
14
LPL Financial
California
$5.33M 202,380 -305,862 -60%
LFAS
15
Level Four Advisory Services
Texas
$5.25M 199,446 +25,862 +15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.22M 198,536 +2,615 +1%
V
17
VeraBank
Texas
$5.03M 191,348 +5,588 +3%
CWM
18
Cabot Wealth Management
Massachusetts
$4.24M 161,143 -3,332 -2%
IA
19
IFG Advisory
Georgia
$3.97M 150,900 +18,165 +14%
RJA
20
Raymond James & Associates
Florida
$3.86M 146,525 +71,811 +96%
Stifel Financial
21
Stifel Financial
Missouri
$2.95M 112,030 +34,124 +44%
CG
22
Colony Group
Massachusetts
$2.82M 107,075 +2,078 +2%
LB
23
Legacy Bridge
Iowa
$2.58M 98,028 +8,000 +9%
F4L
24
Fortune 45 LLC
Louisiana
$2.38M 90,509 +90,509 New
Renaissance Technologies
25
Renaissance Technologies
New York
$2.32M 88,300 +25,600 +41%