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

68 hedge funds and large institutions have $128M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
13
Increased
13
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.19M
2
BBHC
Brown Brothers Harriman & Co
New York
$1.52M
3
HBT
Hills Bank & Trust
Iowa
$26.6M
4
WPA
West Paces Advisors
Georgia
$17.1M
5
IA
IFG Advisory
Georgia
$651K

Top Sellers

1
Jane Street
Jane Street
New York
$2.23M
2
Bank of America
Bank of America
North Carolina
$2.36M
3
Morgan Stanley
Morgan Stanley
New York
$447K
4
FTUS
Flow Traders U.S.
New York
$2.72M
5
HFA
HC Financial Advisors
California
$3.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Boston Advisors
Massachusetts
$683K +$132K +5,371 +24%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$664K – – –
IA
28
IFG Advisory
Georgia
$651K +$651K +26,497 New
CB
29
CNB Bank
Pennsylvania
$637K -$181K -7,366 -22%
CG
30
Colony Group
Massachusetts
$616K -$1.7K -69 -0.3%
AAS
31
Avantax Advisory Services
Texas
$597K +$597K +24,323 New
NGA
32
Naples Global Advisors
Florida
$556K – – –
TIA
33
Tiemann Investment Advisors
California
$541K -$2.36K -96 -0.4%
ECM
34
Evergreen Capital Management
Washington
$467K +$467K +19,000 New
Morgan Stanley
35
Morgan Stanley
New York
$447K -$1.21M -49,240 -73%
PV
36
Private Vista
Illinois
$404K – – –
HH
37
Hilltop Holdings
Texas
$335K +$335K +13,627 New
Renaissance Technologies
38
Renaissance Technologies
New York
$322K +$322K +13,100 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$314K – – –
CC
40
Courier Capital
New York
$303K -$10K -407 -3%
UCFA
41
United Capital Financial Advisors
Texas
$277K +$246 +10 +0.1%
MA
42
MONECO Advisors
Connecticut
$270K +$270K +10,984 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$250K -$7.54K -307 -3%
SB
44
Suntrust Banks
Georgia
$216K – – –
AIC
45
Archer Investment Corporation
Indiana
$176K – – –
FAAS
46
First Allied Advisory Services
California
$165K +$165K +6,730 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$132K -$28.4K -1,149 -18%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$126K -$2.55K -104 -2%
CWM
49
Cedar Wealth Management
California
$107K – – –
EWM
50
Endurance Wealth Management
Rhode Island
$61K – – –
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