TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

107 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 53 reducing their positions, and 19 closing their positions.

Holders
107
Holders Change
-8
Holders Change %
-6.96%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
25
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.46B 62,038,526 -708,736 -1%
BIA
2
Bell Investment Advisors
California
$47.4M 2,014,675 +76,308 +4%
WPA
3
West Paces Advisors
Georgia
$31M 1,316,963 +26,034 +2%
KA
4
Klingman & Associates
New York
$24.1M 1,025,619 +10,830 +1%
Morgan Stanley
5
Morgan Stanley
New York
$18.6M 792,467 +6,075 +0.8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.7M 583,143 -693 -0.1%
VA
7
Valmark Advisers
Ohio
$12.3M 523,508 -14,696 -3%
AWS
8
AJ Wealth Strategies
New York
$11.2M 476,748 +249,114 +109%
Bank of America
9
Bank of America
North Carolina
$9.86M 419,187 -86,353 -17%
DAS
10
Dynamic Advisor Solutions
Arizona
$7.6M 322,799 -50,980 -14%
V
11
VeraBank
Texas
$6.81M 289,519 +46,244 +19%
Wells Fargo
12
Wells Fargo
California
$5.82M 247,181 -51,417 -17%
FTUS
13
Flow Traders U.S.
New York
$5.46M 231,931 +195,207 +532%
IA
14
IFG Advisory
Georgia
$5.44M 231,069 -16,584 -7%
MML Investors Services
15
MML Investors Services
Massachusetts
$5.12M 217,646 +38,839 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.67M 198,605 -43,275 -18%
LPL Financial
17
LPL Financial
California
$4.49M 190,855 -18,612 -9%
DWA
18
Delos Wealth Advisors
Texas
$3.83M 162,967 +41,560 +34%
HWP
19
Highline Wealth Partners
California
$3.7M 157,356 -10,264 -6%
RJA
20
Raymond James & Associates
Florida
$3.4M 144,468 -23,332 -14%
ES
21
ETF Store
Kansas
$3.35M 142,719 -149,143 -51%
Stifel Financial
22
Stifel Financial
Missouri
$2.93M 124,501 -362 -0.3%
Jane Street
23
Jane Street
New York
$2.91M 123,624 +46,111 +59%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.82M 119,700 -35,200 -23%
LSPW
25
Lake Street Private Wealth
Illinois
$2.68M 114,055 +8,359 +8%