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

91 hedge funds and large institutions have $1.7B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
1.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
44
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$4.95M
2
BCM
2
Boltwood Capital Management
California
$9.47M
3
Jane Street
3
Jane Street
New York
$4.26M
4
BIA
4
Bell Investment Advisors
California
$40.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.47B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
KA
3
Klingman & Associates
New York
$11M
4
Bank of America
4
Bank of America
North Carolina
$5.52M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.47B 62,014,951 -1,037,268 -2%
BIA
2
Bell Investment Advisors
California
$40.3M 1,696,212 +70,894 +4%
WPA
3
West Paces Advisors
Georgia
$26.3M 1,105,911 -43,844 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.2M 807,788 +67,979 +9%
Morgan Stanley
5
Morgan Stanley
New York
$17.1M 718,989 -668,087 -48%
VA
6
Valmark Advisers
Ohio
$12.3M 517,955 +10,907 +2%
KA
7
Klingman & Associates
New York
$11M 462,870 -155,812 -25%
BCM
8
Boltwood Capital Management
California
$9.47M 398,745 +111,264 +39%
V
9
VeraBank
Texas
$7.97M 335,523 +14,878 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$6.88M 289,798 +65,513 +29%
Bank of America
11
Bank of America
North Carolina
$5.52M 232,535 -105,989 -31%
IA
12
IFG Advisory
Georgia
$5.16M 217,129 -386 -0.2%
HB
13
Horizon Bancorp
Indiana
$4.95M 208,227 +208,227 New
Jane Street
14
Jane Street
New York
$4.26M 179,566 +80,400 +81%
DAS
15
Dynamic Advisor Solutions
Arizona
$4.21M 177,100 -69,490 -28%
DWA
16
Delos Wealth Advisors
Texas
$3.61M 151,933 +13,976 +10%
BWA
17
Burt Wealth Advisors
Maryland
$3.5M 147,478 -525 -0.4%
LPL Financial
18
LPL Financial
California
$3.15M 132,662 -5,152 -4%
LSPW
19
Lake Street Private Wealth
Illinois
$2.85M 120,090 +12,226 +11%
ES
20
ETF Store
Kansas
$2.79M 117,305 +7,816 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.53M 106,608 +808 +0.8%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$2.47M 103,843 +3,309 +3%
RJA
23
Raymond James & Associates
Florida
$2.29M 96,331 -7,611 -7%
PNC
24
Park National Corp
Ohio
$1.97M 82,846 -11,586 -12%
Wells Fargo
25
Wells Fargo
California
$1.84M 77,524 -3,180 -4%
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