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

47 hedge funds and large institutions have $403M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
10
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$875K
3
HFS
3
HL Financial Services
Kentucky
$365K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$300K
5
PNC
5
Park National Corp
Ohio
$239K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$320M
2
TAT
2
TD Ameritrade Trust
Colorado
$22.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.3M
4
Comerica Bank
4
Comerica Bank
Texas
$2.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$300K 12,300 +12,300 New
Wells Fargo
27
Wells Fargo
California
$298K 12,232 -6,438 -34%
HCM
28
Hollencrest Capital Management
California
$293K 12,000 – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$282K 11,578 +4,373 +61%
PNC
30
Park National Corp
Ohio
$239K 9,790 +9,790 New
RGC
31
Roberts, Glore & Co
Illinois
$220K 9,036 – –
HH
32
Hilltop Holdings
Texas
$209K 8,559 – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$190K 7,800 -246 -3%
PMFA
34
Plante Moran Financial Advisors
Michigan
$125K 5,145 +5,145 New
US Bancorp
35
US Bancorp
Minnesota
$92K 3,780 – –
CTC
36
Central Trust Company
Missouri
$53K 2,193 – –
MFS
37
MSI Financial Services
Massachusetts
$49K 2,004 – –
EWM
38
Endurance Wealth Management
Rhode Island
$49K 2,000 – –
Citigroup
39
Citigroup
New York
$18K 728 – –
BWA
40
Burt Wealth Advisors
Maryland
$17K 737 – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$8K 330 -4,947 -94%
TSW
42
Thompson Siegel & Walmsley
Virginia
$6K 250 +250 New
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$4K 156 +156 New
AA
44
Apriem Advisors
California
$3K 136 -3,176 -96%
M
45
MOTCO
Texas
$3K 136 – –
DBT
46
Dubuque Bank & Trust
Iowa
$3K 135 +135 New
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
– – -39,317 Closed
Stifel Financial
48
Stifel Financial
Missouri
– – -8,167 Closed
SEI Investments
49
SEI Investments
Pennsylvania
– – -591 Closed
TCM
50
Tradewinds Capital Management
Washington
– – -100 Closed
1
2
3