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

58 hedge funds and large institutions have $348M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
8
Increased
20
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HBT
Hills Bank & Trust
Iowa
+$7.15M
2
HH
Hilltop Holdings
Texas
+$1.01M
3
WPA
West Paces Advisors
Georgia
+$824K
4
HFA
HC Financial Advisors
California
+$385K
5
Northern Trust
Northern Trust
Illinois
+$376K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.29M
2
HNB
Huntington National Bank
Ohio
-$1.11M
3
Deutsche Bank
Deutsche Bank
Germany
-$901K
4
BL
BFSG LLC
California
-$591K
5
WT
Whittier Trust
California
-$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$656K – – –
TIA
27
Tiemann Investment Advisors
California
$531K +$43.8K +1,804 +9%
Jane Street
28
Jane Street
New York
$521K -$1.29M -53,057 -71%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$440K +$330K +13,585 +301%
WAM
30
Wealthspire Advisors (Maryland)
Maryland
$355K – – –
UBS Group
31
UBS Group
Switzerland
$340K +$1.51K +62 +0.4%
LNC
32
Lincoln National Corp
Pennsylvania
$326K -$4.2K -173 -1%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$316K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$299K -$90.3K -3,715 -23%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$299K +$299K +12,300 New
CC
36
Courier Capital
New York
$298K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$292K +$292K +12,027 New
RJT
38
Raymond James Trust
Florida
$216K +$216K +8,882 New
CCM
39
Chilton Capital Management
Texas
$216K +$216K +8,900 New
FCBT
40
First Citizens Bank & Trust
North Carolina
$204K +$204K +8,405 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$160K +$54.1K +2,229 +51%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$136K -$9.73K -400 -7%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$124K -$5.15K -212 -4%
CWM
44
Cedar Wealth Management
California
$106K – – –
EWM
45
Endurance Wealth Management
Rhode Island
$61K – – –
HCC
46
Hirtle Callaghan & Co
Pennsylvania
$59K -$59K – –
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
GTAM
48
Global Trust Asset Management
Florida
$47K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$37K +$37K +1,545 New
AG
50
Advisor Group
Arizona
$34K +$14.6K +600 +75%
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