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

24 hedge funds and large institutions have $305M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
%
% of All Funds
0.16%
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$242M
2
TAT
2
TD Ameritrade Trust
Colorado
$27.3M
3
Northern Trust
3
Northern Trust
Illinois
$13.7M
4
Jane Street
4
Jane Street
New York
$6.22M
5
HBT
5
Hills Bank & Trust
Iowa
$4.65M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$242M 9,758,898 +9,758,898 New
TAT
2
TD Ameritrade Trust
Colorado
$27.3M 1,099,672 +1,099,672 New
Northern Trust
3
Northern Trust
Illinois
$13.7M 55,329,097 +55,329,097 New
Jane Street
4
Jane Street
New York
$6.22M 250,445 +250,445 New
HBT
5
Hills Bank & Trust
Iowa
$4.65M 187,459 +187,459 New
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$2.79M 112,287 +112,287 New
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M 95,157 +95,157 New
IFA
8
Interactive Financial Advisors
Illinois
$2.09M 84,346 +84,346 New
Morgan Stanley
9
Morgan Stanley
New York
$1.1M 44,247 +44,247 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$614K 24,727 +24,727 New
Bank of America
11
Bank of America
North Carolina
$468K 18,844 +18,844 New
Deutsche Bank
12
Deutsche Bank
Germany
$372K 15,013 +15,013 New
FNBT
13
FineMark National Bank & Trust
Florida
$211K 8,505 +8,505 New
U
14
UBS
Switzerland
$209K 8,407 +8,407 New
Wells Fargo
15
Wells Fargo
California
$88K 3,549 +3,549 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$53K 2,130 +2,130 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$45K 1,828 +1,828 New
WT
18
Whittier Trust
California
$36K 1,456 +1,456 New
US Bancorp
19
US Bancorp
Minnesota
$34K 1,362 +1,362 New
Citigroup
20
Citigroup
New York
$18K 728 +728 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$12K 497 +497 New
IFWM
22
Institute for Wealth Management
Colorado
$11K 443 +443 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$10K 419 +419 New
Ameriprise
24
Ameriprise
Minnesota
$6K 235 +235 New
Invesco
25
Invesco
Georgia
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