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

47 hedge funds and large institutions have $403M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
8
Increased
10
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$875K
3
HFS
3
HL Financial Services
Kentucky
$365K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$300K
5
PNC
5
Park National Corp
Ohio
$239K

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$320M
2
TAT
2
TD Ameritrade Trust
Colorado
$22.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.3M
4
Comerica Bank
4
Comerica Bank
Texas
$2.35M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$320M 13,114,760 -549,512 -4%
TAT
2
TD Ameritrade Trust
Colorado
$22.4M 917,732 -130,934 -12%
Northern Trust
3
Northern Trust
Illinois
$15.8M 64,945,492 -2,557,490 -4%
HBT
4
Hills Bank & Trust
Iowa
$14.1M 576,449 +9,105 +2%
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$3.44M 141,200 +2,197 +2%
VFS
6
VSR Financial Services
Kansas
$2.53M 103,912 -4,692 -4%
Comerica Bank
7
Comerica Bank
Texas
$2.35M 96,285 -68,631 -42%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.25M 92,378 +605 +0.7%
Bank of America
9
Bank of America
North Carolina
$2.06M 84,302 -15,532 -16%
CIA
10
Capital Investment Advisors
Georgia
$1.91M 78,184 -4,220 -5%
IFA
11
Interactive Financial Advisors
Illinois
$1.61M 66,138 -2,770 -4%
LC
12
Lourd Capital
California
$1.48M 60,600 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.43M 58,832 +58,832 New
LNB
14
Ledyard National Bank
$1.39M 56,892 -840 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.3M 53,338 -128,140 -71%
CS
16
Comerica Securities
Michigan
$1.05M 43,148 +3,803 +10%
Morgan Stanley
17
Morgan Stanley
New York
$875K 35,857 +20,233 +129%
SFA
18
Sequoia Financial Advisors
Ohio
$760K 31,176 +168 +0.5%
LPL Financial
19
LPL Financial
California
$684K 27,939 +296 +1%
Jane Street
20
Jane Street
New York
$654K 26,813 -361 -1%
M&T Bank
21
M&T Bank
New York
$639K 26,190 -4,179 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$570K 23,362 +1,024 +5%
FNBT
23
FineMark National Bank & Trust
Florida
$463K 18,983 -180 -0.9%
HFS
24
HL Financial Services
Kentucky
$365K 14,970 +14,970 New
UBS Group
25
UBS Group
Switzerland
$358K 14,693 +2,632 +22%
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