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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

26 hedge funds and large institutions have $172M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$113M 4,594,262 +61,190 +1%
LC
2
Lourd Capital
California
$34.1M 1,386,001 -120,559 -8%
EK
3
Evensky & Katz
Florida
$15.2M 616,153 +10,869 +2%
Northern Trust
4
Northern Trust
Illinois
$2.29M 9,309,987 -348,790 -4%
PSI
5
Pinnacle Summer Investments
Virginia
$1.99M 81,050 +8,403 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.54M 62,714 +62,714 New
Wells Fargo
7
Wells Fargo
California
$1.51M 61,161 +1,374 +2%
Jane Street
8
Jane Street
New York
$535K 21,727 +21,727 New
Morgan Stanley
9
Morgan Stanley
New York
$480K 19,493 +18,631 +2,161%
LPL Financial
10
LPL Financial
California
$413K 16,658 +16,658 New
UBS Group
11
UBS Group
Switzerland
$212K 8,598 +4,287 +99%
FNBT
12
FineMark National Bank & Trust
Florida
$138K 5,600 -250 -4%
PMFA
13
Plante Moran Financial Advisors
Michigan
$124K 5,025 +5,025 New
AP
14
Atwood & Palmer
Missouri
$71K 2,892 +2,892 New
Bank of America
15
Bank of America
North Carolina
$27K 1,119 +973 +666%
Citigroup
16
Citigroup
New York
$18K 716
AIG
17
American International Group
New York
$9K 377
BCM
18
Brookstone Capital Management
Illinois
$8K 305 -90 -23%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$8K 318 +318 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$7K 280
WTB
21
Washington Trust Bank
Washington
$4K 172
MFS
22
MSI Financial Services
Massachusetts
$4K 160 +160 New
M
23
MOTCO
Texas
$3K 132
TRCT
24
Tower Research Capital (TRC)
New York
$2K 100 +100 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$243 9,873 +889 +10%