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

54 hedge funds and large institutions have $309M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
7
Increased
13
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.74M
2
VA
2
Valmark Advisers
Ohio
$199M
3
HBT
3
Hills Bank & Trust
Iowa
$23.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.4M
5
WPA
5
West Paces Advisors
Georgia
$15M

Top Sellers

1
TAT
1
TD Ameritrade Trust
Colorado
$8.55M
2
NB
2
Nicolet Bankshares
Wisconsin
$4.6M
3
Jane Street
3
Jane Street
New York
$1.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BL
5
BFSG LLC
California
$725K
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$199M 8,109,026 +121,444 +2%
HBT
2
Hills Bank & Trust
Iowa
$23.2M 945,389 +31,889 +3%
Northern Trust
3
Northern Trust
Illinois
$17.1M 69,555,059 +1,781,629 +3%
WPA
4
West Paces Advisors
Georgia
$15M 612,211 +21,248 +4%
TAT
5
TD Ameritrade Trust
Colorado
$8.55M 347,565 -305,006 -47%
PA
6
Pinnacle Associates
New York
$7.92M 322,462 -573 -0.2%
NB
7
Nicolet Bankshares
Wisconsin
$4.6M 187,433 -55,709 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.74M 152,102 +152,102 New
CWM
9
Cabot Wealth Management
Massachusetts
$3.61M 147,025 -322 -0.2%
Bank of America
10
Bank of America
North Carolina
$2.91M 118,406 -12,340 -9%
HCM
11
Harvest Capital Management
New Hampshire
$2.72M 110,710 +17,805 +19%
Morgan Stanley
12
Morgan Stanley
New York
$2.4M 97,761 +30,260 +45%
PWMAG
13
Pinnacle Wealth Management Advisory Group
New Jersey
$2.13M 86,750 -850 -1%
CG
14
Colony Group
Massachusetts
$1.78M 72,520 -6,680 -8%
Jane Street
15
Jane Street
New York
$1.71M 69,563 -33,489 -32%
IFA
16
Interactive Financial Advisors
Illinois
$1.44M 58,493 -2,858 -5%
HNB
17
Huntington National Bank
Ohio
– – – –
LNB
18
Ledyard National Bank
$896K 36,497 -15,299 -30%
PNC
19
Park National Corp
Ohio
$832K 33,868 -605 -2%
BL
20
BFSG LLC
California
$725K 29,515 -18,219 -38%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$663K 27,007 – –
LPL Financial
22
LPL Financial
California
$650K 26,480 +3,111 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$516K 21,021 +18,621 +776%
VF
24
Virtu Financial
New York
$492K 20,019 +20,019 New
CPIG
25
Chicago Partners Investment Group
Illinois
$441K 17,950 -17,950 -50%
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