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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 $105M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
10
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$4.73M
2
UBS Group
UBS Group
Switzerland
$6.02M
3
CWM
Centric Wealth Management
Illinois
$1.52M
4
Bank of America
Bank of America
North Carolina
$3.06M
5
WPA
West Paces Advisors
Georgia
$19.4M

Top Sellers

1
SWRP
Summit Wealth & Retirement Planning
California
$0
2
NAS
Nicolet Advisory Services
Wisconsin
$0
3
HBT
Hills Bank & Trust
Iowa
$1.37M
4
LNB
Ledyard National Bank
$635K
5
Citadel Advisors
Citadel Advisors
Florida
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
Evergreen Capital Management
Washington
$491K – – –
JIP
27
Jaffetilchin Investment Partners
Florida
$429K -$197K -7,625 -32%
NB
28
Nicolet Bankshares
Wisconsin
$406K -$71.7K -2,774 -15%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$387K +$18K +698 +5%
UCFA
30
United Capital Financial Advisors
Texas
$367K – – –
AP
31
Advisors Preferred
Maryland
$329K +$52.4K +2,027 +19%
CC
32
Courier Capital
New York
$316K -$8.93K -348 -3%
HB
33
Homrich & Berg
Georgia
$288K +$288K +11,123 New
HR
34
Hayden Royal
North Carolina
$253K +$253K +9,810 New
CAM
35
Cozad Asset Management
Illinois
$250K – – –
AIC
36
Archer Investment Corporation
Indiana
$219K – – –
KA
37
Kovack Advisors
Florida
$218K +$218K +8,437 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$201K -$122K -4,733 -38%
Osaic Holdings
39
Osaic Holdings
Arizona
$193K +$3.56K +138 +2%
CB
40
CNB Bank
Pennsylvania
$179K -$136K -5,250 -43%
MA
41
MUFG Americas
New York
$162K +$162K +6,272 New
HFA
42
HC Financial Advisors
California
$146K -$25.9K -1,004 -15%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$106K -$2.45K -95 -2%
EWM
44
Endurance Wealth Management
Rhode Island
$65K – – –
FHA
45
Flagship Harbor Advisors
Massachusetts
$39K – – –
William Blair & Company
46
William Blair & Company
Illinois
$39K +$21.7K +839 +126%
BFC
47
Bedel Financial Consulting
Indiana
$38K – – –
CWM
48
Cedar Wealth Management
California
$36K – – –
LB
49
Legacy Bridge
Iowa
$34K – – –
HCC
50
Hirtle Callaghan & Co
Pennsylvania
$31K -$31K – –
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