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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

41 hedge funds and large institutions have $228M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
9
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$201K +$201K +8,073 New
VCM
27
Vigilant Capital Management
Maine
$113K +$18.7K +750 +20%
AG
28
Advisor Group
Arizona
$96K -$9.71K -390 -9%
AAM
29
Advisors Asset Management
Colorado
$73K -$3.06K -122 -4%
LFG
30
LifePlan Financial Group
Ohio
$48K
William Blair & Company
31
William Blair & Company
Illinois
$30K
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21K +$6.55K +262 +45%
Citigroup
33
Citigroup
New York
$18K
SWM
34
SeaCrest Wealth Management
New York
$13K
LC
35
Lavaca Capital
Texas
$11K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$10K -$129K -5,026 -93%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +309 New
BFC
38
Bedel Financial Consulting
Indiana
$7K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$5K -$29.5K -1,143 -85%
APA
40
American Portfolios Advisors
New York
$1.92K
CSIA
41
Charles Schwab Investment Advisory
California
-$123M -5,084,829 Closed
NA
42
Nottingham Advisors
New York
-$5.33M -220,088 Closed
RJFSA
43
Raymond James Financial Services Advisors
Florida
-$295K -12,225 Closed
DWM
44
Destination Wealth Management
California
-$11K -443 Closed
AIC
45
Ameritas Investment Company
Nebraska
-$6K -257 Closed
DWM
46
Doyle Wealth Management
Florida
-$6K -241 Closed
M
47
MOTCO
Texas
-$3K -132 Closed
TFS
48
TrustCore Financial Services
Tennessee
-$1K -39 Closed
CI
49
CX Institutional
Indiana
-$1K -31 Closed