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

109 hedge funds and large institutions have $359M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
19
Increased
37
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIA
1
Bell Investment Advisors
California
$38.8M
2
FTUS
2
Flow Traders U.S.
New York
$4.62M
3
LAM
3
LFS Asset Management
California
$3.8M
4
BCM
4
Boltwood Capital Management
California
$2.65M
5
CA
5
CoreCap Advisors
Michigan
$2.62M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$21.1M
2
Wells Fargo
2
Wells Fargo
California
$10.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$638K
4
PA
4
Pinnacle Associates
New York
$22.7M
5
WPA
5
West Paces Advisors
Georgia
$34.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
1
Bell Investment Advisors
California
$38.8M 1,562,566 +1,562,566 New
WPA
2
West Paces Advisors
Georgia
$34.8M 1,400,999 -57,305 -4%
Bank of America
3
Bank of America
North Carolina
$30.8M 1,242,592 +96,522 +8%
PA
4
Pinnacle Associates
New York
$22.7M 916,290 -59,989 -6%
Morgan Stanley
5
Morgan Stanley
New York
$21.1M 849,368 -913,335 -52%
Northern Trust
6
Northern Trust
Illinois
$18.5M 61,235,221 +5,706,842 +10%
UBS Group
7
UBS Group
Switzerland
$17.3M 699,162 -19,536 -3%
VA
8
Valmark Advisers
Ohio
$13.2M 530,522 -11,969 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.3M 495,898 +3,777 +0.8%
PWMAG
10
Pinnacle Wealth Management Advisory Group
New Jersey
$11.3M 453,727 -47,145 -9%
Wells Fargo
11
Wells Fargo
California
$10.9M 440,444 -407,175 -48%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.53M 383,902 +30,123 +9%
ES
13
ETF Store
Kansas
$7.85M 317,119 -211 -0.1%
Stifel Financial
14
Stifel Financial
Missouri
$6.22M 250,813 +72,424 +41%
V
15
VeraBank
Texas
$5.64M 227,236 +6,949 +3%
Jane Street
16
Jane Street
New York
$5.44M 219,077 -29,244 -12%
LFAS
17
Level Four Advisory Services
Texas
$4.89M 196,933 +8,799 +5%
IA
18
IFG Advisory
Georgia
$4.88M 196,727 +19,862 +11%
FTUS
19
Flow Traders U.S.
New York
$4.62M 186,209 +186,209 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.21M 169,864 +22,683 +15%
DWA
21
Delos Wealth Advisors
Texas
$3.93M 158,448 +64,332 +68%
LAM
22
LFS Asset Management
California
$3.8M 153,266 +153,266 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.77M 151,900 +15,303 +11%
LPL Financial
24
LPL Financial
California
$3.76M 151,538 -22,968 -13%
RJA
25
Raymond James & Associates
Florida
$3.53M 142,389 +11,061 +8%
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