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

29 hedge funds and large institutions have $369M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
9
Increased
7
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$284M
2
Deutsche Bank
2
Deutsche Bank
Germany
$11.4M
3
CIA
3
Capital Investment Advisors
Georgia
$2.04M
4
VFS
4
VSR Financial Services
Kansas
$1.36M
5
SFA
5
Sequoia Financial Advisors
Ohio
$936K

Top Sellers

1
WTIM
1
Wilmington Trust Investment Management
Delaware
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.37M
3
FBNAT
3
FirstMerit Bank N.A. Trustee
Ohio
$4.37M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.28M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$284M 11,377,359 +988,458 +10%
TAT
2
TD Ameritrade Trust
Colorado
$27.1M 1,087,113 +12,545 +1%
Northern Trust
3
Northern Trust
Illinois
$16.1M 64,422,955 +2,392,987 +4%
Deutsche Bank
4
Deutsche Bank
Germany
$11.4M 455,471 +406,750 +835%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.28M 332,244 -10,084 -3%
HBT
6
Hills Bank & Trust
Iowa
$7.49M 300,344 +35,920 +14%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$4.37M 175,126 -21,687 -11%
CIA
8
Capital Investment Advisors
Georgia
$2.04M 81,720 +81,720 New
IFA
9
Interactive Financial Advisors
Illinois
$1.4M 56,089 -4,176 -7%
Morgan Stanley
10
Morgan Stanley
New York
$1.37M 54,895 -22,921 -29%
VFS
11
VSR Financial Services
Kansas
$1.36M 54,665 +54,665 New
Bank of America
12
Bank of America
North Carolina
$1.01M 40,617 -994 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$970K 38,922 +13,855 +55%
SFA
14
Sequoia Financial Advisors
Ohio
$936K 37,575 +37,575 New
BCM
15
Bluefin Capital Management
New York
$763K 30,600 +30,600 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$304K 12,197 +12,197 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$288K 11,567 +11,567 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$186K 7,463 +5,526 +285%
Wells Fargo
19
Wells Fargo
California
$151K 6,049 -2,860 -32%
U
20
UBS
Switzerland
$127K 5,090 -652 -11%
US Bancorp
21
US Bancorp
Minnesota
$58K 2,312 -905 -28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$41K 1,644 – –
WT
23
Whittier Trust
California
$36K 1,456 – –
DBT
24
Dubuque Bank & Trust
Iowa
$26K 1,040 +1,040 New
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K 875 +875 New
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