13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
TDTT

FlexShares iBoxx 3 Yr Target

117 institutions still hold FlexShares iBoxx 3 Yr Target as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33939l506·117 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$2.4B
68.0% inst. owned
of float
Holders
117
+94 QoQ
filers reporting
Activity
+74 / −86
+827 added · −702 reduced
this quarter
Concentration
89.06%
NORTHERN TRUST CORP #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported TDTT in Q1 2026. NORTHERN TRUST CORP leads at 89.1% of the visible book. +94 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NORTHERN TRUST CORP
CIK 0000073124· Index
$2.1B88.2M0.28%Q1 202602
Bell Investment Advisors, Inc
CIK 0001890149
$48M2.0M7.58%Q1 202603
WEST PACES ADVISORS INC.
CIK 0002004720
$32M1.3M6.26%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$32M1.3M0.01%Q1 202605
Boltwood Capital Management
CIK 0001563690
$22M905K5.60%Q1 202606
MORGAN STANLEY
CIK 0000895421
$22M901K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M629K0.00%Q1 202608
5th Street Advisors, LLC
CIK 0001911026
$13M539K5.62%Q1 202609
Valmark Advisers, Inc.
CIK 0001380443
$12M479K0.14%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M463K0.03%Q1 202611
VeraBank, N.A.
CIK 0001767297
$11M446K1.98%Q1 202612
Klingman & Associates, LLC
CIK 0001662449
$6M266K0.31%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$6M254K0.00%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M239K0.00%Q1 202615
STRATEGIC INVESTMENT MANAGEMENT, LLC
CIK 0000846633
$6M238K2.41%Q1 202616
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$5M209K0.64%Q1 202617
Delos Wealth Advisors, LLC
CIK 0001878326
$5M200K2.78%Q1 202618
LPL Financial LLC
CIK 0001403438
$4M164K0.00%Q1 202619
Burt Wealth Advisors
CIK 0001612041
$3M124K0.74%Q3 202520
Creative Planning
CIK 0001540235
$3M124K0.00%Q1 2026
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