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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

23 hedge funds and large institutions have $248M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
9
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$187M +$74.8M +3,075,217 +67%
LC
2
Lourd Capital
California
$32M -$1.66M -68,396 -5%
EK
3
Evensky & Katz
Florida
$15.6M +$598K +24,578 +4%
Bank of America
4
Bank of America
North Carolina
$2.7M +$2.67M +109,744 +9,807%
PSI
5
Pinnacle Summer Investments
Virginia
$2.16M +$184K +7,579 +9%
Northern Trust
6
Northern Trust
Illinois
$2.09M -$172K -708,654 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.71M +$188K +7,717 +12%
Wells Fargo
8
Wells Fargo
California
$1.7M +$211K +8,665 +14%
LPL Financial
9
LPL Financial
California
$1.7M +$1.29M +52,690 +316%
Morgan Stanley
10
Morgan Stanley
New York
$509K +$34.4K +1,414 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$378K +$378K +15,555 New
UBS Group
12
UBS Group
Switzerland
$164K -$45.9K -1,880 -22%
PMFA
13
Plante Moran Financial Advisors
Michigan
$122K
AP
14
Atwood & Palmer
Missouri
$70K
MA
15
MUFG Americas
New York
$20K +$20K +824 New
Citigroup
16
Citigroup
New York
$17K
AIG
17
American International Group
New York
$9K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$7K
WTB
19
Washington Trust Bank
Washington
$4K
M
20
MOTCO
Texas
$3K
EWM
21
Evercore Wealth Management
New York
$3K +$3K +104 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$249 +$9 +362 +4%
Jane Street
23
Jane Street
New York
-$535K -21,727 Closed
FNBT
24
FineMark National Bank & Trust
Florida
-$138K -5,600 Closed
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
-$8K -318 Closed