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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

23 hedge funds and large institutions have $230M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.53M
2
SMH
2
Sanders Morris Harris
Texas
$2.27M
3
EK
3
Evensky & Katz
Florida
$17.4M
4
LPL Financial
4
LPL Financial
California
$2.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$995K

Top Sellers

1
LC
1
Lourd Capital
California
$1.36M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$652K
3
CSIA
3
Charles Schwab Investment Advisory
California
$193M
4
Wells Fargo
4
Wells Fargo
California
$1.62M
5
UBS Group
5
UBS Group
Switzerland
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$193M 7,638,150 -31,329 -0.4%
EK
2
Evensky & Katz
Florida
$17.4M 689,324 +48,593 +8%
Bank of America
3
Bank of America
North Carolina
$6.53M 258,350 +147,487 +133%
SMH
4
Sanders Morris Harris
Texas
$2.27M 89,805 +89,805 New
Northern Trust
5
Northern Trust
Illinois
$2.24M 8,841,667 +240,334 +3%
LPL Financial
6
LPL Financial
California
$2.23M 88,166 +18,818 +27%
Wells Fargo
7
Wells Fargo
California
$1.62M 63,915 -5,911 -8%
LC
8
Lourd Capital
California
$1.36M 53,884 -1,263,721 -96%
Morgan Stanley
9
Morgan Stanley
New York
$995K 39,389 +18,482 +88%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$652K 25,794 -44,637 -63%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$407K 16,108 +553 +4%
Jane Street
12
Jane Street
New York
$293K 11,593 +11,593 New
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K 10,270 +35 +0.3%
BCI
14
Brinker Capital Investments
Pennsylvania
$253K 10,000 +10,000 New
AP
15
Atwood & Palmer
Missouri
$73K 2,892 – –
UBS Group
16
UBS Group
Switzerland
$41K 1,604 -5,114 -76%
AIG
17
American International Group
New York
$29K 1,129 +752 +199%
Citigroup
18
Citigroup
New York
$21K 839 +123 +17%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$7K 280 – –
WTB
20
Washington Trust Bank
Washington
$4K 172 – –
M
21
MOTCO
Texas
$3K 132 – –
TIM
22
Tortoise Investment Management
New York
$1K 31 +31 New
PMFA
23
Plante Moran Financial Advisors
Michigan
– – -5,025 Closed
MA
24
MUFG Americas
New York
– – -824 Closed
EWM
25
Evercore Wealth Management
New York
– – -104 Closed
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