We are live on ! Find out more
TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

109 hedge funds and large institutions have $2.46B invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1% more capital invested

Capital invested by funds: $2.42B → $2.46B (+$31.7M)

0.4% more ownership

Funds ownership: 95.61%96% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 111109 (-2)

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
43
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$2.14B -$7.64M -316,062 -0.4%
BIA
2
Bell Investment Advisors
California
$48.5M +$1.11M +45,901 +2%
WPA
3
West Paces Advisors
Georgia
$32.3M +$2.19M +90,596 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.1M -$1.03M -42,523 -3%
BCM
5
Boltwood Capital Management
California
$21.9M +$2.82M +116,606 +15%
Morgan Stanley
6
Morgan Stanley
New York
$21.8M +$516K +21,341 +2%
Wells Fargo
7
Wells Fargo
California
$15.2M +$3.14M +129,964 +26%
5SA
8
5th Street Advisors
Connecticut
$13.1M +$724K +29,946 +6%
VA
9
Valmark Advisers
Ohio
$11.6M -$32.3K -1,335 -0.3%
MML Investors Services
10
MML Investors Services
Massachusetts
$11.2M -$1.32M -54,807 -11%
V
11
VeraBank
Texas
$10.8M +$163K +6,724 +2%
HB
12
Horizon Bancorp
Indiana
$8.89M +$587K +24,279 +7%
KA
13
Klingman & Associates
New York
$6.45M +$75.2K +3,112 +1%
Goldman Sachs
14
Goldman Sachs
New York
$6.16M +$1.94M +80,161 +46%
Bank of America
15
Bank of America
North Carolina
$5.8M +$730K +30,188 +14%
SIM
16
Strategic Investment Management
Virginia
$5.78M
LSPW
17
Lake Street Private Wealth
Illinois
$5.06M +$481K +19,881 +11%
DWA
18
Delos Wealth Advisors
Texas
$4.85M +$666K +27,542 +16%
LPL Financial
19
LPL Financial
California
$3.97M +$102K +4,237 +3%
Creative Planning
20
Creative Planning
Kansas
$2.99M -$61.7K -2,552 -2%
Raymond James Financial
21
Raymond James Financial
Florida
$2.86M -$435K -18,013 -13%
Citadel Advisors
22
Citadel Advisors
Florida
$2.54M +$260K +10,766 +11%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$2.39M +$1.98M +81,945 +496%
LIA
24
Lynx Investment Advisory
District of Columbia
$2.11M +$1.28M +52,817 +154%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.05M +$1.64M +68,025 +411%