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

100 hedge funds and large institutions have $2.3B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+1
Holders Change %
+1.01%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
41
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$363M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.54M
4
BCM
Boltwood Capital Management
California
+$1.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.77M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$1.24M
4
BI
Bolthouse Investments
California
-$1.23M
5
HB
Horizon Bancorp
Indiana
-$713K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$2.03B +$363M +14,904,852 +22%
BIA
2
Bell Investment Advisors
California
$43.4M +$318K +13,057 +0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.5M +$11.3M +462,247 +47%
WPA
4
West Paces Advisors
Georgia
$28.1M +$621K +25,469 +2%
Morgan Stanley
5
Morgan Stanley
New York
$18.2M -$103K -4,240 -0.6%
BCM
6
Boltwood Capital Management
California
$15.7M +$1.89M +77,705 +14%
MML Investors Services
7
MML Investors Services
Massachusetts
$12.5M +$4.54M +186,058 +57%
VA
8
Valmark Advisers
Ohio
$12.4M +$60.7K +2,490 +0.5%
5SA
9
5th Street Advisors
Connecticut
$11.9M +$1.31M +53,897 +12%
V
10
VeraBank
Texas
$9.17M +$358K +14,696 +4%
HB
11
Horizon Bancorp
Indiana
$8.05M -$713K -29,235 -8%
KA
12
Klingman & Associates
New York
$7.42M -$41K -1,681 -0.5%
Wells Fargo
13
Wells Fargo
California
$5.49M -$3.77M -154,819 -41%
DWA
14
Delos Wealth Advisors
Texas
$4.69M -$58.8K -2,410 -1%
LPL Financial
15
LPL Financial
California
$4.33M +$527K +21,609 +14%
Citadel Advisors
16
Citadel Advisors
Florida
$4M +$641K +26,308 +19%
LSPW
17
Lake Street Private Wealth
Illinois
$3.78M +$201K +8,254 +6%
BWA
18
Burt Wealth Advisors
Maryland
$3.14M -$198K -8,110 -6%
PNC
19
Park National Corp
Ohio
$2.71M +$758K +31,099 +39%
Raymond James Financial
20
Raymond James Financial
Florida
$2.6M +$293K +12,038 +13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.38M +$1.43M +58,645 +151%
Jane Street
22
Jane Street
New York
$2.25M +$1.25M +51,184 +125%
IA
23
IFG Advisory
Georgia
$2.2M +$4.19K +172 +0.2%
Bank of America
24
Bank of America
North Carolina
$2.15M +$36.3K +1,490 +2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.9M +$1.46M +59,858 +333%
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