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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

93 hedge funds and large institutions have $1.64B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 17 closing their positions.

Holders
93
Holders Change
-11
Holders Change %
-10.58%
% of All Funds
1.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
7
Increased
26
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.42B 58,886,254 -801,215 -1%
BIA
2
Bell Investment Advisors
California
$42.3M 1,757,917 +45,827 +3%
WPA
3
West Paces Advisors
Georgia
$26.9M 1,118,484 +20,222 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$19.9M 827,283 -6,855 -0.8%
Morgan Stanley
5
Morgan Stanley
New York
$17.2M 713,440 -41,793 -6%
BCM
6
Boltwood Capital Management
California
$12.9M 538,016 +37,159 +7%
VA
7
Valmark Advisers
Ohio
$12.1M 504,385 -4,291 -0.8%
HB
8
Horizon Bancorp
Indiana
$10.9M 454,437 +74,227 +20%
V
9
VeraBank
Texas
$8.3M 345,106 +4,212 +1%
KA
10
Klingman & Associates
New York
$7.54M 313,519 -28,616 -8%
MML Investors Services
11
MML Investors Services
Massachusetts
$7.22M 300,155 +6,936 +2%
IA
12
IFG Advisory
Georgia
$4.9M 203,719 -6,232 -3%
DWA
13
Delos Wealth Advisors
Texas
$4.28M 178,162 +19,103 +12%
DRS
14
Deane Retirement Strategies
Louisiana
$3.75M 155,883 -430 -0.3%
LPL Financial
15
LPL Financial
California
$3.5M 145,331 +11,773 +9%
BWA
16
Burt Wealth Advisors
Maryland
$3.44M 143,237 -1,989 -1%
LSPW
17
Lake Street Private Wealth
Illinois
$3.36M 139,913 +13,281 +10%
Bank of America
18
Bank of America
North Carolina
$2.68M 111,237 -24,539 -18%
FTUS
19
Flow Traders U.S.
New York
$2.24M 93,159 -19,602 -17%
RJA
20
Raymond James & Associates
Florida
$2.09M 86,813 -2,071 -2%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.06M 85,717 -62,230 -42%
Wells Fargo
22
Wells Fargo
California
$1.82M 75,626 -1,189 -2%
Cerity Partners
23
Cerity Partners
New York
$1.75M 72,575 +13,082 +22%
Stifel Financial
24
Stifel Financial
Missouri
$1.73M 71,885 -2,613 -4%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.71M 71,071 -19,327 -21%