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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

34 hedge funds and large institutions have $405M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
10
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$315M 12,491,537 +538,227 +5%
TAT
2
TD Ameritrade Trust
Colorado
$28.6M 1,130,775 +50,102 +5%
Northern Trust
3
Northern Trust
Illinois
$17.3M 68,349,692 +1,549,363 +2%
HBT
4
Hills Bank & Trust
Iowa
$9.99M 395,550 +29,201 +8%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.18M 323,910 -3,077 -0.9%
Deutsche Bank
6
Deutsche Bank
Germany
$5.15M 203,785 +101,039 +98%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$3.75M 148,394 -7,971 -5%
VFS
8
VSR Financial Services
Kansas
$2.43M 96,184 +8,367 +10%
CIA
9
Capital Investment Advisors
Georgia
$2.42M 95,673 +6,843 +8%
IFA
10
Interactive Financial Advisors
Illinois
$2.02M 79,880 +25,899 +48%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2M 79,202 +79,202 New
Comerica Bank
12
Comerica Bank
Texas
$1.55M 61,325 +61,325 New
Bank of America
13
Bank of America
North Carolina
$1.54M 60,842 +17,130 +39%
LNB
14
Ledyard National Bank
$855K 33,875 +32,740 +2,885%
SFA
15
Sequoia Financial Advisors
Ohio
$817K 32,369 +1,378 +4%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$662K 26,200 +26,200 New
SF
17
Synovus Financial
Georgia
$631K 25,000
Wells Fargo
18
Wells Fargo
California
$319K 12,627 -2,853 -18%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$308K 12,200
LPL Financial
20
LPL Financial
California
$272K 10,771 +10,771 New
US Bancorp
21
US Bancorp
Minnesota
$237K 9,400 +5,172 +122%
U
22
UBS
Switzerland
$208K 8,239 +3,382 +70%
Morgan Stanley
23
Morgan Stanley
New York
$204K 8,062 -288 -3%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$86K 3,417 +3,417 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$50K 1,997 +353 +21%