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

67 hedge funds and large institutions have $130M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
7
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.94M
2
CG
Colony Group
Massachusetts
$3.2M
3
FTUS
Flow Traders U.S.
New York
$3.89M
4
WPA
West Paces Advisors
Georgia
$18.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$695K

Top Sellers

1
CWM
Centric Wealth Management
Illinois
$0
2
BBHC
Brown Brothers Harriman & Co
New York
$24K
3
VA
Valmark Advisers
Ohio
$15.7M
4
Jane Street
Jane Street
New York
$1.33M
5
Bank of America
Bank of America
North Carolina
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$695K +$695K +28,099 New
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$667K – – –
PNC
28
Park National Corp
Ohio
$603K -$123K -4,964 -17%
AAS
29
Avantax Advisory Services
Texas
$563K -$38.8K -1,570 -6%
NGA
30
Naples Global Advisors
Florida
$559K – – –
TIA
31
Tiemann Investment Advisors
California
$510K -$34.5K -1,397 -6%
CB
32
CNB Bank
Pennsylvania
$473K -$168K -6,779 -26%
ECM
33
Evergreen Capital Management
Washington
$469K – – –
BFM
34
Boston Financial Management
Massachusetts
$446K +$446K +18,060 New
PV
35
Private Vista
Illinois
$406K – – –
UCFA
36
United Capital Financial Advisors
Texas
$351K +$73.1K +2,958 +26%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$316K – – –
CC
38
Courier Capital
New York
$311K +$7.41K +300 +2%
Truist Financial
39
Truist Financial
North Carolina
$266K +$266K +10,775 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$254K +$2.35K +95 +0.9%
Renaissance Technologies
41
Renaissance Technologies
New York
$235K -$89.1K -3,600 -27%
AIC
42
Archer Investment Corporation
Indiana
$211K +$32.7K +1,314 +18%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$124K +$124K +5,000 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$94K -$32.2K -1,314 -26%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$88K -$44.1K -1,785 -33%
AG
46
Advisor Group
Arizona
$86K +$43.5K +1,762 +103%
DY
47
Dowling & Yahnke
California
$79K +$79K +3,198 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$11.7K +470 +22%
GTAM
49
Global Trust Asset Management
Florida
$64K +$7.41K +298 +13%
EWM
50
Endurance Wealth Management
Rhode Island
$62K – – –
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2
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