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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
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Overview Fund Activity

29 hedge funds and large institutions have $369M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
9
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$284M
2
Deutsche Bank
2
Deutsche Bank
Germany
$11.4M
3
VFS
3
VSR Financial Services
Kansas
$1.36M
4
HBT
4
Hills Bank & Trust
Iowa
$7.49M
5
BCM
5
Bluefin Capital Management
New York
$763K

Top Sellers

1
WTIM
1
Wilmington Trust Investment Management
Delaware
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37M
3
FBNAT
3
FirstMerit Bank N.A. Trustee
Ohio
$4.37M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.28M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$18K – – –
Ameriprise
27
Ameriprise
Minnesota
$6K – – –
IFWM
28
Institute for Wealth Management
Colorado
$5K – – –
LNB
29
Ledyard National Bank
$2K +$2K +80 New
WTIM
30
Wilmington Trust Investment Management
Delaware
– -$4.01M -160,550 Closed
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
– -$222K -8,900 Closed
ECM
32
Exchange Capital Management
Michigan
– -$56K -2,234 Closed
1
2