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

60 hedge funds and large institutions have $343M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
7
Increased
24
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
+$10.1M
2
WPA
West Paces Advisors
Georgia
+$5.19M
3
HBT
Hills Bank & Trust
Iowa
+$1.09M
4
Wells Fargo
Wells Fargo
California
+$913K
5
Deutsche Bank
Deutsche Bank
Germany
+$913K

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$10.4M
2
VF
Virtu Financial
New York
-$4.34M
3
Jane Street
Jane Street
New York
-$4.32M
4
HH
Hilltop Holdings
Texas
-$2.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$659K – – –
LPL Financial
27
LPL Financial
California
$651K +$15.6K +640 +2%
BL
28
BFSG LLC
California
$591K -$4.88K -200 -0.8%
WT
29
Whittier Trust
California
$507K – – –
TIA
30
Tiemann Investment Advisors
California
$489K +$52.4K +2,150 +12%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$450K -$889K -36,443 -66%
MML Investors Services
32
MML Investors Services
Massachusetts
$391K +$391K +16,015 New
US Bancorp
33
US Bancorp
Minnesota
$390K +$385K +15,749 +7,000%
CFA
34
Capstone Financial Advisors
Illinois
$379K +$379K +15,555 New
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$356K – – –
UBS Group
36
UBS Group
Switzerland
$339K -$51.1K -2,095 -13%
LNC
37
Lincoln National Corp
Pennsylvania
$332K -$360K -14,777 -52%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$316K +$36.9K +1,513 +13%
CC
39
Courier Capital
New York
$299K +$21.3K +875 +8%
BFPW
40
BOK Financial Private Wealth
Colorado
$269K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$146K +$123K +5,047 +534%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$130K +$130K +5,314 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$110K +$81.1K +3,324 +281%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$106K – – –
CWM
45
Cedar Wealth Management
California
$106K – – –
WTB
46
Washington Trust Bank
Washington
$72K -$56.1K -2,300 -44%
EWM
47
Endurance Wealth Management
Rhode Island
$61K – – –
HCC
48
Hirtle Callaghan & Co
Pennsylvania
$59K -$59K – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
JA
50
JOYN Advisors
Georgia
$49K +$49K +2,005 New
1
2
3