TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

68 hedge funds and large institutions have $325M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
15
Increased
16
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$828K +$63.1K +2,648 +8%
CG
27
Colony Group
Massachusetts
$822K -$312K -13,075 -27%
PNC
28
Park National Corp
Ohio
$773K +$36.4K +1,527 +5%
JIP
29
Jaffetilchin Investment Partners
Florida
$752K +$193K +8,092 +34%
CPIG
30
Chicago Partners Investment Group
Illinois
$648K
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$643K
TIA
32
Tiemann Investment Advisors
California
$539K +$48 +2 +0%
TSS
33
Two Sigma Securities
New York
$470K +$84.4K +3,546 +22%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$466K -$994K -41,770 -68%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$464K +$122K +5,134 +36%
VF
36
Virtu Financial
New York
$397K -$337K -14,144 -46%
Deutsche Bank
37
Deutsche Bank
Germany
$394K +$392K +16,487 +19,171%
PV
38
Private Vista
Illinois
$391K +$391K +16,400 New
BA
39
Boston Advisors
Massachusetts
$382K +$382K +16,030 New
CC
40
Courier Capital
New York
$307K -$5.76K -242 -2%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$240K +$62.3K +2,621 +35%
AG
42
Advisor Group
Arizona
$214K +$128K +5,350 +148%
RJT
43
Raymond James Trust
Florida
$212K
SB
44
Suntrust Banks
Georgia
$209K
MA
45
MONECO Advisors
Connecticut
$205K +$205K +8,592 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$202K +$202K +8,494 New
AIC
47
Archer Investment Corporation
Indiana
$171K +$171K +7,172 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$154K
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$152K -$195K -8,200 -56%
CWM
50
Cedar Wealth Management
California
$104K