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

27 hedge funds and large institutions have $376M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
5
Increased
10
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$298M
2
HBT
2
Hills Bank & Trust
Iowa
$9.13M
3
VFS
3
VSR Financial Services
Kansas
$2.19M
4
SF
4
Synovus Financial
Georgia
$623K
5
Northern Trust
5
Northern Trust
Illinois
$16.7M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.56M
2
Morgan Stanley
2
Morgan Stanley
New York
$207K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
BCM
4
Bluefin Capital Management
New York
$0
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$298M 11,953,310 +575,951 +5%
TAT
2
TD Ameritrade Trust
Colorado
$26.9M 1,080,673 -6,440 -0.6%
Northern Trust
3
Northern Trust
Illinois
$16.7M 66,800,329 +2,377,374 +4%
HBT
4
Hills Bank & Trust
Iowa
$9.13M 366,349 +66,005 +22%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.15M 326,987 -5,257 -2%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$3.9M 156,365 -18,761 -11%
Deutsche Bank
7
Deutsche Bank
Germany
$2.56M 102,746 -352,725 -77%
CIA
8
Capital Investment Advisors
Georgia
$2.21M 88,830 +7,110 +9%
VFS
9
VSR Financial Services
Kansas
$2.19M 87,817 +33,152 +61%
IFA
10
Interactive Financial Advisors
Illinois
$1.35M 53,981 -2,108 -4%
Bank of America
11
Bank of America
North Carolina
$1.09M 43,712 +3,095 +8%
SFA
12
Sequoia Financial Advisors
Ohio
$773K 30,991 -6,584 -18%
SF
13
Synovus Financial
Georgia
$623K 25,000 +25,000 New
Jane Street
14
Jane Street
New York
$474K 19,011 +19,011 New
Wells Fargo
15
Wells Fargo
California
$385K 15,480 +9,431 +156%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$337K 13,500 +1,303 +11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$304K 12,200 +12,200 New
Morgan Stanley
18
Morgan Stanley
New York
$207K 8,350 -46,545 -85%
FNBT
19
FineMark National Bank & Trust
Florida
$135K 5,430 +5,430 New
U
20
UBS
Switzerland
$121K 4,857 -233 -5%
US Bancorp
21
US Bancorp
Minnesota
$105K 4,228 +1,916 +83%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$41K 1,644 – –
WT
23
Whittier Trust
California
$36K 1,456 – –
LNB
24
Ledyard National Bank
$28K 1,135 +1,055 +1,319%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$21K 851 +851 New
1
2