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

101 hedge funds and large institutions have $1.74B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 48 reducing their positions, and 19 closing their positions.

Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
18
Reduced
48
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.8M
2
BCM
2
Boltwood Capital Management
California
$6.79M
3
BWA
3
Burt Wealth Advisors
Maryland
$3.5M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.38M
5
OMC
5
Old Mission Capital
Illinois
$2.03M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.49B
2
Jane Street
2
Jane Street
New York
$2.34M
3
Cerity Partners
3
Cerity Partners
New York
$1.32M
4
KA
4
Klingman & Associates
New York
$14.6M
5
Wells Fargo
5
Wells Fargo
California
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.49B 63,052,219 -3,403,692 -5%
BIA
2
Bell Investment Advisors
California
$38.4M 1,625,318 -31,794 -2%
Morgan Stanley
3
Morgan Stanley
New York
$32.8M 1,387,076 +676,723 +95%
WPA
4
West Paces Advisors
Georgia
$27.2M 1,149,755 -95,131 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M 739,809 -95,324 -11%
KA
6
Klingman & Associates
New York
$14.6M 618,682 -341,950 -36%
VA
7
Valmark Advisers
Ohio
$12M 507,048 -11,916 -2%
Bank of America
8
Bank of America
North Carolina
$8M 338,524 -54,926 -14%
V
9
VeraBank
Texas
$7.57M 320,645 +17,784 +6%
BCM
10
Boltwood Capital Management
California
$6.79M 287,481 +235,741 +456%
DAS
11
Dynamic Advisor Solutions
Arizona
$5.8M 246,590 -52,440 -18%
MML Investors Services
12
MML Investors Services
Massachusetts
$5.3M 224,285 -58,331 -21%
IA
13
IFG Advisory
Georgia
$5.14M 217,515 -14,774 -6%
BWA
14
Burt Wealth Advisors
Maryland
$3.5M 148,003 +148,003 New
DWA
15
Delos Wealth Advisors
Texas
$3.26M 137,957 -21,848 -14%
LPL Financial
16
LPL Financial
California
$3.26M 137,814 -27,481 -17%
ES
17
ETF Store
Kansas
$2.59M 109,489 -29,696 -21%
Stifel Financial
18
Stifel Financial
Missouri
$2.57M 108,788 -4,539 -4%
LSPW
19
Lake Street Private Wealth
Illinois
$2.55M 107,864 -3,503 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.5M 105,800 +24,910 +31%
RJA
21
Raymond James & Associates
Florida
$2.46M 103,942 -29,784 -22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.43M 103,030 -121,050 -54%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$2.38M 100,534 +100,534 New
Jane Street
24
Jane Street
New York
$2.34M 99,166 -585,651 -86%
PNC
25
Park National Corp
Ohio
$2.23M 94,432 +4,162 +5%
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