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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund

31 hedge funds and large institutions have $243M invested in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
12
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$137M 5,356,291 -144,624 -3%
EK
2
Evensky & Katz
Florida
$30.5M 1,195,487 +24,061 +2%
Morgan Stanley
3
Morgan Stanley
New York
$19.9M 778,757 +67,908 +10%
UBS Group
4
UBS Group
Switzerland
$11.6M 453,869 +277,485 +157%
Jane Street
5
Jane Street
New York
$9.08M 355,629 +271,217 +321%
Bank of America
6
Bank of America
North Carolina
$7.34M 287,467 -14,618 -5%
Wells Fargo
7
Wells Fargo
California
$5.61M 219,868 -186,977 -46%
V
8
VeraBank
Texas
$4.18M 163,796 +3,232 +2%
Ameriprise
9
Ameriprise
Minnesota
$3.79M 148,604 +1,949 +1%
NB
10
Nicolet Bankshares
Wisconsin
$3.03M 118,821 -11,944 -9%
Northern Trust
11
Northern Trust
Illinois
$3M 8,767,226 -156,622 -2%
Stifel Financial
12
Stifel Financial
Missouri
$1.73M 67,844 -515 -0.8%
NAS
13
Nicolet Advisory Services
Wisconsin
$1.55M 60,514 +60,514 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.24M 48,609 +28,245 +139%
KCM
15
Kendall Capital Management
Maryland
$925K 36,220 -1,634 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$843K 33,009 -27,354 -45%
IA
17
IFG Advisory
Georgia
$418K 16,395 -4,775 -23%
TIA
18
Tiemann Investment Advisors
California
$363K 14,236 +9 +0.1%
UCFA
19
United Capital Financial Advisors
Texas
$289K 11,317 +10 +0.1%
CCM
20
Cribstone Capital Management
Maine
$236K 9,259 -903 -9%
GWA
21
Guidant Wealth Advisors
Illinois
$226K 8,869 +26 +0.3%
AG
22
Advisor Group
Arizona
$103K 4,059 -400 -9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$36K 1,382
William Blair & Company
24
William Blair & Company
Illinois
$30K 1,189
Citigroup
25
Citigroup
New York
$28K 1,105 +389 +54%