TDTT icon

FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

23 hedge funds and large institutions have $333M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
3
Increased
12
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$259M 10,388,901 +630,003 +6%
TAT
2
TD Ameritrade Trust
Colorado
$26.8M 1,074,568 -25,104 -2%
Northern Trust
3
Northern Trust
Illinois
$15.5M 62,029,968 +6,700,871 +12%
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.54M 342,328 +247,171 +260%
HBT
5
Hills Bank & Trust
Iowa
$6.6M 264,424 +76,965 +41%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$4.91M 196,813 +84,526 +75%
WTIM
7
Wilmington Trust Investment Management
Delaware
$4.01M 160,550 +160,550 New
Morgan Stanley
8
Morgan Stanley
New York
$1.94M 77,816 +33,569 +76%
IFA
9
Interactive Financial Advisors
Illinois
$1.5M 60,265 -24,081 -29%
Deutsche Bank
10
Deutsche Bank
Germany
$1.22M 48,721 +33,708 +225%
Bank of America
11
Bank of America
North Carolina
$1.04M 41,611 +22,767 +121%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$625K 25,067 +340 +1%
Wells Fargo
13
Wells Fargo
California
$222K 8,909 +5,360 +151%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$222K 8,900 +8,481 +2,024%
U
15
UBS
Switzerland
$144K 5,742 -2,665 -32%
US Bancorp
16
US Bancorp
Minnesota
$80K 3,217 +1,855 +136%
ECM
17
Exchange Capital Management
Michigan
$56K 2,234 +2,234 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$48K 1,937 +1,937 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$41K 1,644 -486 -23%
WT
20
Whittier Trust
California
$36K 1,456
Citigroup
21
Citigroup
New York
$18K 728
Ameriprise
22
Ameriprise
Minnesota
$6K 235
IFWM
23
Institute for Wealth Management
Colorado
$5K 209 -234 -53%
Jane Street
24
Jane Street
New York
-250,445 Closed
FNBT
25
FineMark National Bank & Trust
Florida
-8,505 Closed