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

104 hedge funds and large institutions have $1.64B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.51%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
23
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HB
1
Horizon Bancorp
Indiana
$8.97M
2
DRS
2
Deane Retirement Strategies
Louisiana
$3.66M
3
RVPG
3
Relative Value Partners Group
$2.99M
4
BCM
4
Boltwood Capital Management
California
$11.8M
5
FTUS
5
Flow Traders U.S.
New York
$2.66M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.41B
2
KA
2
Klingman & Associates
New York
$8.07M
3
Bank of America
3
Bank of America
North Carolina
$3.2M
4
ES
4
ETF Store
Kansas
$1.52M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.41B 59,687,469 -2,327,482 -4%
BIA
2
Bell Investment Advisors
California
$40.4M 1,712,090 +15,878 +0.9%
WPA
3
West Paces Advisors
Georgia
$25.9M 1,098,262 -7,649 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.7M 834,138 +26,350 +3%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M 755,233 +36,244 +5%
VA
6
Valmark Advisers
Ohio
$12M 508,676 -9,279 -2%
BCM
7
Boltwood Capital Management
California
$11.8M 500,857 +102,112 +26%
HB
8
Horizon Bancorp
Indiana
$8.97M 380,210 +171,983 +83%
KA
9
Klingman & Associates
New York
$8.07M 342,135 -120,735 -26%
V
10
VeraBank
Texas
$8.04M 340,894 +5,371 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$6.92M 293,219 +3,421 +1%
IA
12
IFG Advisory
Georgia
$4.95M 209,951 -7,178 -3%
Jane Street
13
Jane Street
New York
$4.55M 192,730 +13,164 +7%
DWA
14
Delos Wealth Advisors
Texas
$3.75M 159,059 +7,126 +5%
DRS
15
Deane Retirement Strategies
Louisiana
$3.66M 156,313 +156,313 New
DAS
16
Dynamic Advisor Solutions
Arizona
$3.49M 147,947 -29,153 -16%
BWA
17
Burt Wealth Advisors
Maryland
$3.43M 145,226 -2,252 -2%
Bank of America
18
Bank of America
North Carolina
$3.2M 135,776 -96,759 -42%
LPL Financial
19
LPL Financial
California
$3.15M 133,558 +896 +0.7%
LSPW
20
Lake Street Private Wealth
Illinois
$2.99M 126,632 +6,542 +5%
RVPG
21
Relative Value Partners Group
$2.99M 126,632 +126,632 New
FTUS
22
Flow Traders U.S.
New York
$2.66M 112,761 +65,771 +140%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$2.13M 90,398 -13,445 -13%
RJA
24
Raymond James & Associates
Florida
$2.1M 88,884 -7,447 -8%
Wells Fargo
25
Wells Fargo
California
$1.81M 76,815 -709 -0.9%
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