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

99 hedge funds and large institutions have $1.86B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.32%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
33
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.62B
2
5SA
2
5th Street Advisors
Connecticut
$10.2M
3
Wells Fargo
3
Wells Fargo
California
$8.96M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.25M

Top Sellers

1
DRS
1
Deane Retirement Strategies
Louisiana
$0
2
IA
2
IFG Advisory
Georgia
$2.12M
3
HB
3
Horizon Bancorp
Indiana
$8.48M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$567K
5
Stifel Financial
5
Stifel Financial
Missouri
$638K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.62B 68,508,836 +9,622,582 +16%
BIA
2
Bell Investment Advisors
California
$41.7M 1,767,872 +9,955 +0.6%
WPA
3
West Paces Advisors
Georgia
$26.6M 1,127,700 +9,216 +0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M 992,772 +165,489 +20%
Morgan Stanley
5
Morgan Stanley
New York
$17.7M 749,835 +36,395 +5%
BCM
6
Boltwood Capital Management
California
$13.3M 565,629 +27,613 +5%
VA
7
Valmark Advisers
Ohio
$11.9M 506,350 +1,965 +0.4%
5SA
8
5th Street Advisors
Connecticut
$10.2M 433,805 +433,805 New
Wells Fargo
9
Wells Fargo
California
$8.96M 379,885 +304,259 +402%
V
10
VeraBank
Texas
$8.53M 361,491 +16,385 +5%
HB
11
Horizon Bancorp
Indiana
$8.48M 359,278 -95,159 -21%
MML Investors Services
12
MML Investors Services
Massachusetts
$7.73M 327,746 +27,591 +9%
KA
13
Klingman & Associates
New York
$7.22M 306,010 -7,509 -2%
DWA
14
Delos Wealth Advisors
Texas
$4.59M 194,658 +16,496 +9%
LPL Financial
15
LPL Financial
California
$3.68M 156,163 +10,832 +7%
LSPW
16
Lake Street Private Wealth
Illinois
$3.46M 146,615 +6,702 +5%
Citadel Advisors
17
Citadel Advisors
Florida
$3.25M 137,854 +137,854 New
BWA
18
Burt Wealth Advisors
Maryland
$3.23M 136,712 -6,525 -5%
FTUS
19
Flow Traders U.S.
New York
$2.64M 112,100 +18,941 +20%
Raymond James Financial
20
Raymond James Financial
Florida
$2.23M 94,685 +94,685 New
IA
21
IFG Advisory
Georgia
$2.12M 90,026 -113,693 -56%
Bank of America
22
Bank of America
North Carolina
$2.05M 86,818 -24,419 -22%
PNC
23
Park National Corp
Ohio
$1.89M 80,241 +32,795 +69%
HIM
24
Hanlon Investment Management
New Jersey
$1.36M 57,744 +7,045 +14%
Cerity Partners
25
Cerity Partners
New York
$1.31M 55,476 -17,099 -24%
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