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

38 hedge funds and large institutions have $416M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
20
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$318M
2
M&T Bank
2
M&T Bank
New York
$7.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.69M
4
LPL Financial
4
LPL Financial
California
$1.25M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$970K

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$610K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$0
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.58M
5
CIA
5
Capital Investment Advisors
Georgia
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$318M 12,869,629 +378,092 +3%
TAT
2
TD Ameritrade Trust
Colorado
$28.7M 1,162,548 +31,773 +3%
Northern Trust
3
Northern Trust
Illinois
$17.8M 71,895,854 +3,546,162 +5%
HBT
4
Hills Bank & Trust
Iowa
$10.7M 431,381 +35,831 +9%
M&T Bank
5
M&T Bank
New York
$7.95M 321,564 +321,564 New
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.58M 306,827 -17,083 -5%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$3.84M 155,285 +6,891 +5%
VFS
8
VSR Financial Services
Kansas
$2.72M 110,254 +14,070 +15%
Morgan Stanley
9
Morgan Stanley
New York
$2.69M 108,937 +100,875 +1,251%
CIA
10
Capital Investment Advisors
Georgia
$2.25M 91,173 -4,500 -5%
IFA
11
Interactive Financial Advisors
Illinois
$1.99M 80,591 +711 +0.9%
Comerica Bank
12
Comerica Bank
Texas
$1.88M 76,227 +14,902 +24%
Bank of America
13
Bank of America
North Carolina
$1.67M 67,519 +6,677 +11%
LPL Financial
14
LPL Financial
California
$1.25M 50,486 +39,715 +369%
LNB
15
Ledyard National Bank
$1.23M 49,778 +15,903 +47%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$970K 39,267 +39,267 New
SFA
17
Sequoia Financial Advisors
Ohio
$835K 33,803 +1,434 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$764K 30,915 +30,915 New
SF
19
Synovus Financial
Georgia
$618K 25,000 – –
Deutsche Bank
20
Deutsche Bank
Germany
$610K 24,720 -179,065 -88%
US Bancorp
21
US Bancorp
Minnesota
$512K 20,703 +11,303 +120%
Wells Fargo
22
Wells Fargo
California
$456K 18,438 +5,811 +46%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$284K 11,500 -700 -6%
CS
24
Comerica Securities
Michigan
$209K 8,447 +8,447 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$204K 8,246 +6,249 +313%
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