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

48 hedge funds and large institutions have $293M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
17
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
$196M
2
WPA
West Paces Advisors
Georgia
$14.5M
3
HBT
Hills Bank & Trust
Iowa
$21.2M
4
Northern Trust
Northern Trust
Illinois
$16.6M
5
VKH
Virtu KCG Holdings
New York
$746K

Top Sellers

1
TAT
TD Ameritrade Trust
Colorado
$9.07M
2
Wells Fargo
Wells Fargo
California
$777K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$590K
4
Citadel Advisors
Citadel Advisors
Florida
$1.01M
5
HCM
Hollencrest Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$350K +$333K +13,313 +1,902%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$349K -$10K -402 -3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$342K +$4.97K +199 +1%
UBS Group
29
UBS Group
Switzerland
$315K -$55.6K -2,225 -15%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$307K – – –
TIA
31
Tiemann Investment Advisors
California
$294K +$294K +11,800 New
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$287K -$19.8K -794 -6%
HH
33
Hilltop Holdings
Texas
$245K – – –
CC
34
Courier Capital
New York
$236K -$22.7K -909 -9%
HighTower Advisors
35
HighTower Advisors
Illinois
$229K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$172K +$72K +2,877 +72%
CWM
37
Cedar Wealth Management
California
$119K – – –
EWM
38
Endurance Wealth Management
Rhode Island
$62K +$12.4K +500 +25%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$48K +$48K +1,935 New
HCC
40
Hirtle Callaghan & Co
Pennsylvania
$40K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$37K +$37K +1,471 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$32K -$154K -6,300 -83%
CWM
43
Catamount Wealth Management
Connecticut
$24K – – –
IA
44
IFP Advisors
Florida
$21K +$21K +833 New
Citigroup
45
Citigroup
New York
$18K – – –
ZB
46
Zions Bancorporation
Utah
$14K – – –
TWA
47
TCI Wealth Advisors
Arizona
$10K – – –
M
48
MOTCO
Texas
$3K – – –
HCM
49
Hollencrest Capital Management
California
– -$296K -12,000 Closed
FNBT
50
FineMark National Bank & Trust
Florida
– -$26K -1,058 Closed
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