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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 $316M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
6
Increased
15
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.94M
2
HBT
2
Hills Bank & Trust
Iowa
$14.6M
3
LPL Financial
3
LPL Financial
California
$1.31M
4
PNC
4
Park National Corp
Ohio
$843K
5
Jane Street
5
Jane Street
New York
$1.08M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$233M
2
TAT
2
TD Ameritrade Trust
Colorado
$16.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$151K
4
Northern Trust
4
Northern Trust
Illinois
$14.7M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$337K 13,942 +2,364 +20%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$297K 12,300 – –
HCM
28
Hollencrest Capital Management
California
$290K 12,000 – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$255K 10,534 +10,534 New
RGC
30
Roberts, Glore & Co
Illinois
$218K 9,036 – –
Wells Fargo
31
Wells Fargo
California
$217K 8,983 -3,249 -27%
LNC
32
Lincoln National Corp
Pennsylvania
$213K 8,772 +8,772 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$151K 6,258 -47,080 -88%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$151K 6,225 -1,575 -20%
PMFA
35
Plante Moran Financial Advisors
Michigan
$124K 5,145 – –
CWM
36
Cedar Wealth Management
California
$106K 4,366 +4,366 New
US Bancorp
37
US Bancorp
Minnesota
$98K 4,039 +259 +7%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$57K 2,352 +2,196 +1,408%
EWM
39
Endurance Wealth Management
Rhode Island
$48K 2,000 – –
MFS
40
MSI Financial Services
Massachusetts
$48K 2,004 – –
Citigroup
41
Citigroup
New York
$18K 728 – –
BWA
42
Burt Wealth Advisors
Maryland
$17K 737 – –
DBT
43
Dubuque Bank & Trust
Iowa
$17K 720 +585 +433%
AA
44
Apriem Advisors
California
$12K 509 +373 +274%
AIG
45
American International Group
New York
$5K 199 +199 New
M
46
MOTCO
Texas
$3K 136 – –
M&T Bank
47
M&T Bank
New York
– – -26,190 Closed
HFS
48
HL Financial Services
Kentucky
– – -14,970 Closed
HH
49
Hilltop Holdings
Texas
– – -8,559 Closed
CTC
50
Central Trust Company
Missouri
– – -2,193 Closed
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