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

Top Sellers

1
SWRP
1
Summit Wealth & Retirement Planning
California
$0
2
NAS
2
Nicolet Advisory Services
Wisconsin
$0
3
HBT
3
Hills Bank & Trust
Iowa
$1.37M
4
LNB
4
Ledyard National Bank
$635K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$29K +$29K +1,128 New
CA
52
Clearstead Advisors
Ohio
$27K +$27K +1,057 New
CFGS
53
Concourse Financial Group Securities
Alabama
$26K – – –
BBHC
54
Brown Brothers Harriman & Co
New York
$25K – – –
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NFSG
56
Newbridge Financial Services Group
Florida
$21K +$21K +800 New
HNB
57
Huntington National Bank
Ohio
$20K -$20K – –
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
SFS
59
Sowell Financial Services
Arkansas
$12K +$12K +461 New
OIA
60
Optimum Investment Advisors
Illinois
$10K – – –
TWA
61
TCI Wealth Advisors
Arizona
$10K – – –
CCM
62
Covington Capital Management
California
$9K – – –
Citigroup
63
Citigroup
New York
$8K – – –
GRP
64
Global Retirement Partners
California
$6K – – –
APA
65
American Portfolios Advisors
New York
$4.52K – – –
AA
66
AlphaMark Advisors
Kentucky
$3K – – –
VFA
67
Valeo Financial Advisors
Indiana
$2K – – –
SWRP
68
Summit Wealth & Retirement Planning
California
– -$3.35M -132,468 Closed
NAS
69
Nicolet Advisory Services
Wisconsin
– -$1.93M -76,460 Closed
CAN
70
Cetera Advisor Networks
California
– -$9K -350 Closed
PAG
71
Private Advisor Group
New Jersey
– -$9K -340 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$7K -291 Closed
PIMG
73
Patriot Investment Management Group
Tennessee
– -$3.05K -120 Closed
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