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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

63 hedge funds and large institutions have $99.3M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
6
Increased
18
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TIA
26
Tiemann Investment Advisors
California
$509K +$76 +3 +0%
ECM
27
Evergreen Capital Management
Washington
$480K
NB
28
Nicolet Bankshares
Wisconsin
$467K -$187K -7,398 -29%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$361K -$1.12M -44,307 -76%
UCFA
30
United Capital Financial Advisors
Texas
$359K +$177 +7 +0%
CC
31
Courier Capital
New York
$321K -$15.7K -620 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$316K -$304K -12,031 -49%
CB
33
CNB Bank
Pennsylvania
$307K -$74.3K -2,944 -19%
AP
34
Advisors Preferred
Maryland
$270K +$52.6K +2,082 +24%
CAM
35
Cozad Asset Management
Illinois
$245K +$245K +9,680 New
AIC
36
Archer Investment Corporation
Indiana
$215K
Osaic Holdings
37
Osaic Holdings
Arizona
$185K +$2.24K +89 +1%
HFA
38
HC Financial Advisors
California
$168K -$282K -11,189 -63%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$106K
EWM
40
Endurance Wealth Management
Rhode Island
$63K
FHA
41
Flagship Harbor Advisors
Massachusetts
$39K
BFC
42
Bedel Financial Consulting
Indiana
$38K
CWM
43
Cedar Wealth Management
California
$36K
LB
44
Legacy Bridge
Iowa
$33K
HCC
45
Hirtle Callaghan & Co
Pennsylvania
$31K -$30K
CFGS
46
Concourse Financial Group Securities
Alabama
$26K
BBHC
47
Brown Brothers Harriman & Co
New York
$25K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$23K
HNB
49
Huntington National Bank
Ohio
$20K -$41K
William Blair & Company
50
William Blair & Company
Illinois
$17K