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

115 hedge funds and large institutions have $1.81B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
15
Increased
33
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$9.03M
2
AWS
2
AJ Wealth Strategies
New York
$5.5M
3
BIA
3
Bell Investment Advisors
California
$46.9M
4
LSPW
4
Lake Street Private Wealth
Illinois
$2.55M
5
DWA
5
Delos Wealth Advisors
Texas
$2.93M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$238K
2
Northern Trust
2
Northern Trust
Illinois
$1.52B
3
PA
3
Pinnacle Associates
New York
$546K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.49M
5
PWMAG
5
Pinnacle Wealth Management Advisory Group
New Jersey
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.52B 62,747,262 -1,069,305 -2%
BIA
2
Bell Investment Advisors
California
$46.9M 1,938,367 +113,836 +6%
WPA
3
West Paces Advisors
Georgia
$31.2M 1,290,929 +33,310 +3%
KA
4
Klingman & Associates
New York
$24.5M 1,014,789 +9,011 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$19M 786,392 +53,257 +7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.1M 583,836 -25,135 -4%
VA
7
Valmark Advisers
Ohio
$13M 538,204 +7,240 +1%
Bank of America
8
Bank of America
North Carolina
$12.2M 505,540 +16,832 +3%
SL
9
Systelligence LLC
Minnesota
$10.5M 432,648 -2,633 -0.6%
DAS
10
Dynamic Advisor Solutions
Arizona
$9.03M 373,779 +373,779 New
Wells Fargo
11
Wells Fargo
California
$7.22M 298,598 -42,683 -13%
ES
12
ETF Store
Kansas
$7.05M 291,862 -2,316 -0.8%
IA
13
IFG Advisory
Georgia
$5.99M 247,653 +13,265 +6%
V
14
VeraBank
Texas
$5.88M 243,275 +1,459 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.85M 241,880 +62,655 +35%
AWS
16
AJ Wealth Strategies
New York
$5.5M 227,634 +149,371 +191%
LPL Financial
17
LPL Financial
California
$5.06M 209,467 +4,310 +2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.32M 178,807 -388 -0.2%
RJA
19
Raymond James & Associates
Florida
$4.06M 167,800 -13,127 -7%
HWP
20
Highline Wealth Partners
California
$4.05M 167,620 +6,868 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.74M 154,900 -105,879 -41%
Stifel Financial
22
Stifel Financial
Missouri
$3.02M 124,863 -2,706 -2%
DWA
23
Delos Wealth Advisors
Texas
$2.93M 121,407 +69,993 +136%
CG
24
Colony Group
Massachusetts
$2.75M 113,769 -700 -0.6%
LSPW
25
Lake Street Private Wealth
Illinois
$2.55M 105,696 +105,696 New
1
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