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

Top Sellers

1
CWM
1
Centric Wealth Management
Illinois
$0
2
BBHC
2
Brown Brothers Harriman & Co
New York
$24K
3
VA
3
Valmark Advisers
Ohio
$15.7M
4
Jane Street
4
Jane Street
New York
$1.33M
5
Bank of America
5
Bank of America
North Carolina
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
51
Hirtle Callaghan & Co
Pennsylvania
$60K -$59K – –
HNB
52
Huntington National Bank
Ohio
$47K -$47K – –
FHA
53
Flagship Harbor Advisors
Massachusetts
$38K – – –
BFC
54
Bedel Financial Consulting
Indiana
$37K +$17.5K +702 +90%
LB
55
Legacy Bridge
Iowa
$33K – – –
BBHC
56
Brown Brothers Harriman & Co
New York
$24K -$1.48M -60,747 -98%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$22K +$22K +875 New
William Blair & Company
59
William Blair & Company
Illinois
$16K – – –
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
TWA
61
TCI Wealth Advisors
Arizona
$10K – – –
OIA
62
Optimum Investment Advisors
Illinois
$10K – – –
CCM
63
Covington Capital Management
California
$9K – – –
Citigroup
64
Citigroup
New York
$8K – – –
GRP
65
Global Retirement Partners
California
$6K +$26 +1 +0.4%
APA
66
American Portfolios Advisors
New York
$4.32K -$14.8K -600 -77%
AA
67
AlphaMark Advisors
Kentucky
$3K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2K -$3.81K -158 -66%
VFA
69
Valeo Financial Advisors
Indiana
$2K +$2K +95 New
CWM
70
Centric Wealth Management
Illinois
– -$1.52M -61,729 Closed
HH
71
Hilltop Holdings
Texas
– -$335K -13,627 Closed
MA
72
MONECO Advisors
Connecticut
– -$270K -10,984 Closed
FAAS
73
First Allied Advisory Services
California
– -$165K -6,730 Closed
CWM
74
Cedar Wealth Management
California
– -$107K -4,366 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
– -$23K -954 Closed
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