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

56 hedge funds and large institutions have $313M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.4%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
17
Increased
20
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$7.93M
2
TAT
2
TD Ameritrade Trust
Colorado
$16.1M
3
CWM
3
Cabot Wealth Management
Massachusetts
$3.62M
4
VA
4
Valmark Advisers
Ohio
$196M
5
PWMAG
5
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M

Top Sellers

1
NB
1
Nicolet Bankshares
Wisconsin
$5.97M
2
Bank of America
2
Bank of America
North Carolina
$3.21M
3
HNB
3
Huntington National Bank
Ohio
$1.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
26
BOK Financial Private Wealth
Colorado
$476K +$476K +19,374 New
UBS Group
27
UBS Group
Switzerland
$403K +$93.2K +3,793 +30%
LNC
28
Lincoln National Corp
Pennsylvania
$390K -$30.4K -1,241 -7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$380K +$44.2K +1,800 +13%
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$359K +$359K +14,600 New
SFA
31
Sequoia Financial Advisors
Ohio
$357K +$357K +14,531 New
TIA
32
Tiemann Investment Advisors
California
$341K +$51K +2,075 +18%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$302K – – –
Comerica Bank
34
Comerica Bank
Texas
$295K -$60.3K -2,452 -17%
AllianceBernstein
35
AllianceBernstein
Tennessee
$254K +$254K +10,345 New
TFF
36
The Family Firm
Maryland
$246K +$246K +10,000 New
TSS
37
Two Sigma Securities
New York
$242K +$242K +9,862 New
CC
38
Courier Capital
New York
$232K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$140K +$108K +4,414 +338%
Wells Fargo
40
Wells Fargo
California
$125K -$635K -26,020 -84%
CWM
41
Cedar Wealth Management
California
$117K – – –
EWM
42
Endurance Wealth Management
Rhode Island
$61K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$59K -$110K -4,477 -65%
HCC
44
Hirtle Callaghan & Co
Pennsylvania
$59K -$40K – –
AG
45
Advisor Group
Arizona
$40K -$303K -12,380 -88%
WTB
46
Washington Trust Bank
Washington
$39K +$39K +1,600 New
GWA
47
Guidant Wealth Advisors
Illinois
$39K +$39K +1,600 New
MFBTD
48
MB Financial Bank - Trust Department
Illinois
$30K +$30K +1,235 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26K -$10.1K -411 -28%
CWM
50
Catamount Wealth Management
Connecticut
$24K – – –
1
2
3