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

113 hedge funds and large institutions have $380M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.95%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
18
Increased
35
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$42.1M
2
SL
2
Systelligence LLC
Minnesota
$8.1M
3
HWP
3
Highline Wealth Partners
California
$7.46M
4
GT
4
Greenleaf Trust
Michigan
$3.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$18.3M
2
UBS Group
2
UBS Group
Switzerland
$8.53M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
1
AJ Wealth Strategies
New York
$42.1M 1,799,993 +1,799,993 New
BIA
2
Bell Investment Advisors
California
$36.4M 1,556,005 -6,561 -0.4%
WPA
3
West Paces Advisors
Georgia
$33.2M 1,421,371 +20,372 +1%
PA
4
Pinnacle Associates
New York
$19.2M 820,654 -95,636 -10%
Morgan Stanley
5
Morgan Stanley
New York
$19M 810,994 -38,374 -5%
Northern Trust
6
Northern Trust
Illinois
$18.8M 67,744,957 +6,509,736 +11%
Bank of America
7
Bank of America
North Carolina
$18.3M 781,880 -460,712 -37%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.6M 625,529 +129,631 +26%
VA
9
Valmark Advisers
Ohio
$12.5M 532,749 +2,227 +0.4%
Wells Fargo
10
Wells Fargo
California
$9.45M 404,030 -36,414 -8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.31M 398,101 +14,199 +4%
PWMAG
12
Pinnacle Wealth Management Advisory Group
New Jersey
$8.9M 380,437 -73,290 -16%
UBS Group
13
UBS Group
Switzerland
$8.53M 364,745 -334,417 -48%
SL
14
Systelligence LLC
Minnesota
$8.1M 346,350 +346,350 New
ES
15
ETF Store
Kansas
$7.49M 320,399 +3,280 +1%
HWP
16
Highline Wealth Partners
California
$7.46M 318,870 +318,870 New
Osaic Holdings
17
Osaic Holdings
Arizona
$6.2M 265,085 +139,973 +112%
V
18
VeraBank
Texas
$5.61M 239,812 +12,576 +6%
Jane Street
19
Jane Street
New York
$5.03M 215,322 -3,755 -2%
IA
20
IFG Advisory
Georgia
$4.89M 209,261 +12,534 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.2M 179,611 +9,747 +6%
RJA
22
Raymond James & Associates
Florida
$4.1M 175,366 +32,977 +23%
DWA
23
Delos Wealth Advisors
Texas
$3.84M 164,295 +5,847 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.76M 160,730 +8,830 +6%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.62M 155,000 +129,275 +503%
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