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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

20 hedge funds and large institutions have $168M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
8
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$110M 4,440,175 +98,076 +2%
LC
2
Lourd Capital
California
$36.8M 1,483,876 +128,252 +9%
EK
3
Evensky & Katz
Florida
$14.1M 565,839 +6,768 +1%
Northern Trust
4
Northern Trust
Illinois
$2.39M 9,613,328 +736,753 +8%
Wells Fargo
5
Wells Fargo
California
$1.48M 59,504 -65 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.22M 49,209 +49,209 New
PSI
7
Pinnacle Summer Investments
Virginia
$1.17M 47,057 +2,425 +5%
Jane Street
8
Jane Street
New York
$477K 19,217 +19,217 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$276K 11,100
CBT
10
Central Bank & Trust
Kentucky
$124K 5,000 +5,000 New
UBS Group
11
UBS Group
Switzerland
$60K 2,419 +1,909 +374%
Morgan Stanley
12
Morgan Stanley
New York
$49K 1,969 +607 +45%
WT
13
Whittier Trust
California
$36K 1,434
AIG
14
American International Group
New York
$18.2K 733 +356 +94%
Citigroup
15
Citigroup
New York
$18K 716
WTB
16
Washington Trust Bank
Washington
$4K 172
Bank of America
17
Bank of America
North Carolina
$4K 146
FNBT
18
FineMark National Bank & Trust
Florida
$3K 115
M
19
MOTCO
Texas
$3K 132
BOK
20
Bank of Kentucky
Kentucky
-2,850 Closed
US Bancorp
21
US Bancorp
Minnesota
-1,400 Closed
Deutsche Bank
22
Deutsche Bank
Germany
-800 Closed
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
-500 Closed
Parallax Volatility Advisers
24
Parallax Volatility Advisers
California
$0 1