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

46 hedge funds and large institutions have $290M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
14
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPA
1
West Paces Advisors
Georgia
$12.5M
2
PFM
2
PacWest Financial Management
Arizona
$5M
3
HCM
3
Harvest Capital Management
New Hampshire
$2.03M
4
Bank of America
4
Bank of America
North Carolina
$4.44M
5
CG
5
Colony Group
Massachusetts
$1.57M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
LW
2
Linscomb Wealth
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$99K
4
Wolverine Trading
4
Wolverine Trading
Illinois
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$333K 13,491 +733 +6%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$305K 12,302 +12,302 New
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$304K 12,300 – –
HCM
29
Hollencrest Capital Management
California
$296K 12,000 – –
CC
30
Courier Capital
New York
$256K 10,357 +10,357 New
HH
31
Hilltop Holdings
Texas
$243K 9,836 +9,836 New
HighTower Advisors
32
HighTower Advisors
Illinois
$227K 9,175 +9,175 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$188K 7,606 +7,606 New
CWM
34
Cedar Wealth Management
California
$118K 4,766 +400 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$99K 4,000 -31,487 -89%
MFS
36
MSI Financial Services
Massachusetts
$70K 2,848 +1,465 +106%
EWM
37
Endurance Wealth Management
Rhode Island
$49K 2,000 – –
FNBT
38
FineMark National Bank & Trust
Florida
$26K 1,058 +1,058 New
CWM
39
Catamount Wealth Management
Connecticut
$24K 960 – –
Citigroup
40
Citigroup
New York
$18K 728 -100 -12%
AG
41
Advisor Group
Arizona
$17K 700 – –
ZB
42
Zions Bancorporation
Utah
$14K 550 +550 New
TWA
43
TCI Wealth Advisors
Arizona
$10K 400 – –
AA
44
AlphaMark Advisors
Kentucky
$8K 308 – –
M
45
MOTCO
Texas
$3K 136 – –
LW
46
Linscomb Wealth
Texas
– – -34,250 Closed
Wolverine Trading
47
Wolverine Trading
Illinois
– – -24,271 Closed
Bank of New York Mellon
48
Bank of New York Mellon
New York
– – -23,815 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– – -22,238 Closed
CIA
50
Capital Investment Advisors
Georgia
– – -12,416 Closed
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2
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