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

54 hedge funds and large institutions have $309M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
7
Increased
13
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.74M
2
VA
2
Valmark Advisers
Ohio
$199M
3
HBT
3
Hills Bank & Trust
Iowa
$23.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.4M
5
WPA
5
West Paces Advisors
Georgia
$15M

Top Sellers

1
TAT
1
TD Ameritrade Trust
Colorado
$8.55M
2
NB
2
Nicolet Bankshares
Wisconsin
$4.6M
3
HNB
3
Huntington National Bank
Ohio
$1.13M
4
Jane Street
4
Jane Street
New York
$1.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wolverine Trading
26
Wolverine Trading
Illinois
$421K -$253K -10,303 -38%
TIA
27
Tiemann Investment Advisors
California
$390K +$49.6K +2,022 +15%
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$359K – – –
UBS Group
29
UBS Group
Switzerland
$357K -$46.4K -1,886 -11%
LNC
30
Lincoln National Corp
Pennsylvania
$345K -$45.5K -1,852 -12%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$338K -$43.3K -1,759 -11%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$302K – – –
Comerica Bank
33
Comerica Bank
Texas
$292K -$3.2K -130 -1%
BFPW
34
BOK Financial Private Wealth
Colorado
$271K -$205K -8,333 -43%
TFF
35
The Family Firm
Maryland
$246K – – –
SFA
36
Sequoia Financial Advisors
Ohio
$237K -$121K -4,901 -34%
Wells Fargo
37
Wells Fargo
California
$237K +$111K +4,526 +88%
CC
38
Courier Capital
New York
$219K -$12.7K -517 -5%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$206K +$206K +8,401 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$130K -$9.77K -400 -7%
WTB
41
Washington Trust Bank
Washington
$129K +$89.7K +3,650 +228%
CWM
42
Cedar Wealth Management
California
$117K – – –
EWM
43
Endurance Wealth Management
Rhode Island
$61K – – –
HCC
44
Hirtle Callaghan & Co
Pennsylvania
$59K -$59K – –
US Bancorp
45
US Bancorp
Minnesota
$44K +$38.4K +1,557 +692%
AG
46
Advisor Group
Arizona
$41K +$75 +3 +0.2%
SEI Investments
47
SEI Investments
Pennsylvania
$31K +$31K +1,261 New
CWM
48
Catamount Wealth Management
Connecticut
$24K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$23K -$2.8K -115 -11%
Citigroup
50
Citigroup
New York
$18K – – –
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