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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

44 hedge funds and large institutions have $270M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
15
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$308K -$9.92K -400 -3%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$306K
HCM
28
Hollencrest Capital Management
California
$298K
CWM
29
Cedar Wealth Management
California
$108K
US Bancorp
30
US Bancorp
Minnesota
$93K -$10.7K -433 -10%
EWM
31
Endurance Wealth Management
Rhode Island
$50K
EWM
32
Evercore Wealth Management
New York
$37K
MFS
33
MSI Financial Services
Massachusetts
$34K +$1.43K +58 +4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$30K +$30K +1,225 New
Mariner
35
Mariner
Kansas
$28K +$28K +1,155 New
CWM
36
Catamount Wealth Management
Connecticut
$24K +$24K +960 New
Citigroup
37
Citigroup
New York
$21K +$2.54K +100 +14%
AG
38
Advisor Group
Arizona
$17K -$21.9K -900 -56%
PO
39
Private Ocean
California
$15K +$15K +619 New
SEI Investments
40
SEI Investments
Pennsylvania
$12K +$12K +502 New
TWA
41
TCI Wealth Advisors
Arizona
$10K
AA
42
AlphaMark Advisors
Kentucky
$8K
M
43
MOTCO
Texas
$3K
FNBT
44
FineMark National Bank & Trust
Florida
-$313K -12,553 Closed
SFA
45
Sequoia Financial Advisors
Ohio
-$234K -9,402 Closed
DBT
46
Dubuque Bank & Trust
Iowa
-$49K -1,977 Closed
BWA
47
Burt Wealth Advisors
Maryland
-$18K -737 Closed
WC
48
Whitnell & Co
Illinois
-$12K -500 Closed