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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 $2.53B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
14
Increased
35
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$2.25B
2
Wells Fargo
Wells Fargo
California
$22.6M
3
OCM
One Capital Management
California
$2.46M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$1.15M
5
V
VeraBank
Texas
$10.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$90K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
Jane Street
New York
$940K
4
Morgan Stanley
Morgan Stanley
New York
$17.1M
5
DWA
Delos Wealth Advisors
Texas
$3.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$2.25B +$226M +9,323,918 +11%
BIA
2
Bell Investment Advisors
California
$44.1M +$964K +39,786 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$35.7M +$474K +19,540 +1%
WPA
4
West Paces Advisors
Georgia
$28.1M +$109K +4,499 +0.4%
Wells Fargo
5
Wells Fargo
California
$22.6M +$17.2M +709,181 +315%
Morgan Stanley
6
Morgan Stanley
New York
$17.1M -$972K -40,088 -5%
BCM
7
Boltwood Capital Management
California
$16.6M +$980K +40,448 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$12.9M +$459K +18,927 +4%
VA
9
Valmark Advisers
Ohio
$12.4M +$85.2K +3,516 +0.7%
5SA
10
5th Street Advisors
Connecticut
$11.6M -$197K -8,108 -2%
V
11
VeraBank
Texas
$10.2M +$1.09M +44,962 +12%
HB
12
Horizon Bancorp
Indiana
$7.84M -$156K -6,444 -2%
KA
13
Klingman & Associates
New York
$6.89M -$485K -20,014 -7%
LPL Financial
14
LPL Financial
California
$4.31M +$4.05K +167 +0.1%
LSPW
15
Lake Street Private Wealth
Illinois
$3.98M +$226K +9,335 +6%
DWA
16
Delos Wealth Advisors
Texas
$3.73M -$934K -38,532 -20%
PNC
17
Park National Corp
Ohio
$3.2M +$506K +20,867 +19%
BWA
18
Burt Wealth Advisors
Maryland
$3.07M -$42.8K -1,766 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$3.07M -$908K -37,456 -23%
OCM
20
One Capital Management
California
$2.46M +$2.46M +101,509 New
Bank of America
21
Bank of America
North Carolina
$2.42M +$282K +11,650 +13%
Raymond James Financial
22
Raymond James Financial
Florida
$2.41M -$174K -7,172 -7%
IA
23
IFG Advisory
Georgia
$2.14M -$50.7K -2,091 -2%
HIM
24
Hanlon Investment Management
New Jersey
$1.52M -$134K -5,529 -8%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.15M +$1.15M +47,398 New
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