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

65 hedge funds and large institutions have $349M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
15
Increased
16
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$216M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$10.4M
3
Jane Street
3
Jane Street
New York
$6.13M
4
VF
4
Virtu Financial
New York
$4.34M
5
NGA
5
Naples Global Advisors
Florida
$2.49M

Top Sellers

1
TAT
1
TD Ameritrade Trust
Colorado
$0
2
WPA
2
West Paces Advisors
Georgia
$11M
3
PA
3
Pinnacle Associates
New York
$6.21M
4
PWMAG
4
Pinnacle Wealth Management Advisory Group
New Jersey
$824K
5
HNB
5
Huntington National Bank
Ohio
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
26
Pinnacle Wealth Management Advisory Group
New Jersey
$824K -$1.29M -52,900 -61%
PNC
27
Park National Corp
Ohio
$822K -$2.78K -114 -0.3%
Renaissance Technologies
28
Renaissance Technologies
New York
$777K +$777K +31,913 New
LNC
29
Lincoln National Corp
Pennsylvania
$691K +$349K +14,335 +102%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$658K – – –
LPL Financial
31
LPL Financial
California
$635K -$10K -412 -2%
BL
32
BFSG LLC
California
$595K -$124K -5,100 -17%
WT
33
Whittier Trust
California
$506K +$506K +20,808 New
DC
34
Derby & Company
Massachusetts
$496K +$496K +20,356 New
CPIG
35
Chicago Partners Investment Group
Illinois
$437K – – –
TIA
36
Tiemann Investment Advisors
California
$436K +$48.8K +2,004 +13%
TSS
37
Two Sigma Securities
New York
$395K +$395K +16,235 New
UBS Group
38
UBS Group
Switzerland
$389K +$36.2K +1,490 +10%
WAM
39
Wealthspire Advisors (Maryland)
Maryland
$356K – – –
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$300K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$279K -$55.4K -2,274 -17%
CC
42
Courier Capital
New York
$277K +$59.7K +2,453 +27%
Comerica Bank
43
Comerica Bank
Texas
$274K -$15.5K -634 -5%
BFPW
44
BOK Financial Private Wealth
Colorado
$269K – – –
Wells Fargo
45
Wells Fargo
California
$263K +$28.4K +1,169 +12%
Citadel Advisors
46
Citadel Advisors
Florida
$254K +$254K +10,440 New
SFA
47
Sequoia Financial Advisors
Ohio
$234K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$205K – – –
WTB
49
Washington Trust Bank
Washington
$128K – – –
CWM
50
Cedar Wealth Management
California
$106K -$9.71K -400 -8%
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