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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
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Overview Fund Activity

66 hedge funds and large institutions have $128M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
24
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.38M
2
Jane Street
Jane Street
New York
+$4.23M
3
FTUS
Flow Traders U.S.
New York
+$3.55M
4
PA
Pinnacle Associates
New York
+$3.43M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.63M
2
CWM
Centric Wealth Management
Illinois
-$1.52M
3
Northern Trust
Northern Trust
Illinois
-$1.49M
4
UCFA
United Capital Financial Advisors
Texas
-$367K
5
AP
Advisors Preferred
Maryland
-$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cedar Wealth Management
California
$29K -$7.87K -300 -21%
VCG
52
Vantage Consulting Group
Virginia
$29K +$29K +1,130 New
CA
53
Clearstead Advisors
Ohio
$28K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$27K – – –
BBHC
55
Brown Brothers Harriman & Co
New York
$26K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
NFSG
57
Newbridge Financial Services Group
Florida
$21K – – –
HNB
58
Huntington National Bank
Ohio
$20K -$20K – –
OIA
59
Optimum Investment Advisors
Illinois
$10K – – –
TWA
60
TCI Wealth Advisors
Arizona
$10K – – –
FHC
61
First Horizon Corporation
Tennessee
$10K +$10K +412 New
CCM
62
Covington Capital Management
California
$9K – – –
Citigroup
63
Citigroup
New York
$8K – – –
GRP
64
Global Retirement Partners
California
$6K +$25 +1 +0.4%
APA
65
American Portfolios Advisors
New York
$4.57K – – –
AA
66
AlphaMark Advisors
Kentucky
$3K – – –
VFA
67
Valeo Financial Advisors
Indiana
$2K – – –
CWM
68
Centric Wealth Management
Illinois
– -$1.52M -61,729 Closed
UCFA
69
United Capital Financial Advisors
Texas
– -$367K -14,214 Closed
AP
70
Advisors Preferred
Maryland
– -$329K -12,718 Closed
HB
71
Homrich & Berg
Georgia
– -$288K -11,123 Closed
HR
72
Hayden Royal
North Carolina
– -$253K -9,810 Closed
FHA
73
Flagship Harbor Advisors
Massachusetts
– -$39K -1,545 Closed
William Blair & Company
74
William Blair & Company
Illinois
– -$39K -1,506 Closed
US Bancorp
75
US Bancorp
Minnesota
– -$29K -1,128 Closed
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