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

103 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.8M
4
Northern Trust
4
Northern Trust
Illinois
$17.9M
5
BG
5
Benedetti & Gucer
Georgia
$2.82M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.43M
2
CWM
2
Cabot Wealth Management
Massachusetts
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$4.52M
5
WPA
5
West Paces Advisors
Georgia
$37.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.7M 1,762,703 +316,621 +22%
WPA
2
West Paces Advisors
Georgia
$37.8M 1,458,304 -25,589 -2%
Bank of America
3
Bank of America
North Carolina
$29.7M 1,146,070 +18,696 +2%
PA
4
Pinnacle Associates
New York
$25.3M 976,279 +39,904 +4%
Wells Fargo
5
Wells Fargo
California
$22M 847,619 +371,355 +78%
UBS Group
6
UBS Group
Switzerland
$18.6M 718,698 +67,542 +10%
Northern Trust
7
Northern Trust
Illinois
$17.9M 55,528,379 +18,273,323 +49%
VA
8
Valmark Advisers
Ohio
$14.1M 542,491 -10,819 -2%
PWMAG
9
Pinnacle Wealth Management Advisory Group
New Jersey
$13M 500,872 +31,430 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.8M 492,121 +293,585 +148%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.17M 353,779 +31,229 +10%
ES
12
ETF Store
Kansas
$8.18M 317,330 +6,556 +2%
Jane Street
13
Jane Street
New York
$6.43M 248,321 -407,716 -62%
V
14
VeraBank
Texas
$5.71M 220,287 +28,939 +15%
LFAS
15
Level Four Advisory Services
Texas
$4.88M 188,134 -11,312 -6%
Stifel Financial
16
Stifel Financial
Missouri
$4.62M 178,389 +66,359 +59%
IA
17
IFG Advisory
Georgia
$4.58M 176,865 +25,965 +17%
LPL Financial
18
LPL Financial
California
$4.52M 174,506 -27,874 -14%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.81M 147,181 +66,128 +82%
Renaissance Technologies
20
Renaissance Technologies
New York
$3.64M 140,500 +52,200 +59%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.54M 136,597 +64,066 +88%
RJA
22
Raymond James & Associates
Florida
$3.4M 131,328 -15,197 -10%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.93M 113,153 +38,143 +51%
BG
24
Benedetti & Gucer
Georgia
$2.82M 108,977 +108,977 New
CG
25
Colony Group
Massachusetts
$2.73M 105,215 -1,860 -2%
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