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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

20 hedge funds and large institutions have $171M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
8
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$113M 4,533,072 +92,897 +2%
LC
2
Lourd Capital
California
$37.5M 1,506,560 +22,684 +2%
EK
3
Evensky & Katz
Florida
$15M 605,284 +39,445 +7%
Northern Trust
4
Northern Trust
Illinois
$2.4M 9,658,777 +45,449 +0.5%
PSI
5
Pinnacle Summer Investments
Virginia
$1.81M 72,647 +25,590 +54%
Wells Fargo
6
Wells Fargo
California
$1.49M 59,787 +283 +0.5%
M&T Bank
7
M&T Bank
New York
$215K 8,660 +8,660 New
FNBT
8
FineMark National Bank & Trust
Florida
$145K 5,850 +5,735 +4,987%
UBS Group
9
UBS Group
Switzerland
$107K 4,311 +1,892 +78%
Morgan Stanley
10
Morgan Stanley
New York
$21K 862 -1,107 -56%
Citigroup
11
Citigroup
New York
$18K 716
BCM
12
Brookstone Capital Management
Illinois
$10K 395 +395 New
AIG
13
American International Group
New York
$9.37K 377 -356 -49%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$7K 280 +280 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$6K 229 +229 New
WTB
16
Washington Trust Bank
Washington
$4K 172
Bank of America
17
Bank of America
North Carolina
$4K 146
M
18
MOTCO
Texas
$3K 132
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223 8,984 +8,984 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-49,209 Closed
Jane Street
21
Jane Street
New York
-19,217 Closed
RJFSA
22
Raymond James Financial Services Advisors
Florida
-11,100 Closed
CBT
23
Central Bank & Trust
Kentucky
-5,000 Closed
WT
24
Whittier Trust
California
-1,434 Closed
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
$0 1