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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF

Overview Fund Activity

34 hedge funds and large institutions have $378M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
14
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
Nottingham Advisors
New York
$6.8M
2
UBS Group
2
UBS Group
Switzerland
$5.98M
3
RBC
3
Ronald Blue & Co
Georgia
$121M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$1.41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.36M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$191M
2
Jane Street
2
Jane Street
New York
$0
3
FNBT
3
FineMark National Bank & Trust
Florida
$0
4
Citigroup
4
Citigroup
New York
$39K
5
Creative Planning
5
Creative Planning
Kansas
$5K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$191M 7,646,047 -62,851 -0.8%
RBC
2
Ronald Blue & Co
Georgia
$121M 4,834,824 +229,395 +5%
EK
3
Evensky & Katz
Florida
$22.6M 902,853 +49,151 +6%
NA
4
Nottingham Advisors
New York
$6.8M 271,776 +271,776 New
Bank of America
5
Bank of America
North Carolina
$6.2M 247,609 +9,435 +4%
KFS
6
Kissinger Financial Services
Maryland
$6.16M 246,018 +36,013 +17%
UBS Group
7
UBS Group
Switzerland
$5.98M 238,940 +234,171 +4,910%
Northern Trust
8
Northern Trust
Illinois
$2.75M 10,319,893 +651,120 +7%
Wells Fargo
9
Wells Fargo
California
$2.11M 84,235 +24,114 +40%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.88M 75,289 +46,035 +157%
Morgan Stanley
11
Morgan Stanley
New York
$1.51M 60,463 +2,977 +5%
LPL Financial
12
LPL Financial
California
$1.5M 59,765 +4,543 +8%
Wolverine Trading
13
Wolverine Trading
Illinois
$1.41M 56,401 +56,401 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.36M 54,470 +54,470 New
Ameriprise
15
Ameriprise
Minnesota
$1.31M 52,351 +52,351 New
VKH
16
Virtu KCG Holdings
New York
$714K 28,557 +28,557 New
LC
17
Lourd Capital
California
$520K 20,795 -305 -1%
CB
18
Community Bank
New York
$460K 18,395 +18,395 New
WPA
19
West Paces Advisors
Georgia
$455K 18,205 +18,205 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K 17,299 +6,001 +53%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$385K 15,406 +86 +0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$283K 11,309 +10,781 +2,042%
BCI
23
Brinker Capital Investments
Pennsylvania
$250K 10,000 – –
GC
24
Guggenheim Capital
Illinois
$250K 10,000 +10,000 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$149K 5,948 +568 +11%
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