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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 $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
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$8.65M
2
LNB
Ledyard National Bank
+$1.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$421K
4
Deutsche Bank
Deutsche Bank
Germany
+$392K
5
PV
Private Vista
Illinois
+$391K

Top Sellers

1
VA
Valmark Advisers
Ohio
-$11M
2
Ameriprise
Ameriprise
Minnesota
-$9.82M
3
HBT
Hills Bank & Trust
Iowa
-$6.02M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.7M
5
Jane Street
Jane Street
New York
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Endurance Wealth Management
Rhode Island
$60K – – –
HCC
52
Hirtle Callaghan & Co
Pennsylvania
$58K -$58K – –
GTAM
53
Global Trust Asset Management
Florida
$54K +$8.18K +342 +18%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$52K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$42K -$1.05M -44,434 -96%
MGIA
56
Moneta Group Investment Advisors
Missouri
$41K +$41K +1,721 New
FHA
57
Flagship Harbor Advisors
Massachusetts
$36K – – –
US Bancorp
58
US Bancorp
Minnesota
$36K +$36K +1,517 New
LB
59
Legacy Bridge
Iowa
$31K +$31K +1,318 New
CWM
60
Catamount Wealth Management
Connecticut
$23K – – –
CFGS
61
Concourse Financial Group Securities
Alabama
$18K +$18K +795 New
Citigroup
62
Citigroup
New York
$17K – – –
William Blair & Company
63
William Blair & Company
Illinois
$16K +$16K +667 New
GWM
64
Geneos Wealth Management
Colorado
$12K +$12K +543 New
TWA
65
TCI Wealth Advisors
Arizona
$10K – – –
CCM
66
Covington Capital Management
California
$8K – – –
AA
67
AlphaMark Advisors
Kentucky
$3K – – –
M
68
MOTCO
Texas
$3K – – –
RJFSA
69
Raymond James Financial Services Advisors
Florida
– -$4.7M -196,368 Closed
Renaissance Technologies
70
Renaissance Technologies
New York
– -$747K -31,200 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$523K -21,831 Closed
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$349K -14,591 Closed
Baird Financial Group
73
Baird Financial Group
Wisconsin
– -$337K -14,091 Closed
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
– -$295K -12,300 Closed
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
– -$156K -6,532 Closed
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