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

38 hedge funds and large institutions have $416M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
20
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$318M
2
M&T Bank
2
M&T Bank
New York
$7.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.69M
4
LPL Financial
4
LPL Financial
California
$1.25M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$970K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$610K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.58M
5
CIA
5
Capital Investment Advisors
Georgia
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
U
26
UBS
Switzerland
$196K 7,922 -317 -4%
Citigroup
27
Citigroup
New York
$142K 5,728 +5,000 +687%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$142K 5,753 +5,753 New
AA
29
Apriem Advisors
California
$72K 2,915 +950 +48%
FNBT
30
FineMark National Bank & Trust
Florida
$49K 1,976 +80 +4%
PTC
31
Private Trust Company
Ohio
$44K 1,795 +1,795 New
MFBTD
32
MB Financial Bank - Trust Department
Illinois
$42K 1,700 +850 +100%
WT
33
Whittier Trust
California
$36K 1,456 – –
FHA
34
First Horizon Advisors
Tennessee
$28K 1,138 +1,138 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$20K 790 +790 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$12K 500 +500 New
IFWM
37
Institute for Wealth Management
Colorado
$5K 209 – –
M
38
MOTCO
Texas
$3K 136 +136 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
– – -79,202 Closed
Luther King Capital Management (LKCM)
40
Luther King Capital Management (LKCM)
Texas
– – -26,200 Closed
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– – -3,417 Closed
Creative Planning
42
Creative Planning
Kansas
– – -1,000 Closed
NES
43
New England Securities
New York
– – -547 Closed
AIG
44
American International Group
New York
– – -403 Closed
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