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

60 hedge funds and large institutions have $343M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-5
Holders Change %
-7.69%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
7
Increased
24
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
+$10.1M
2
WPA
West Paces Advisors
Georgia
+$5.19M
3
HBT
Hills Bank & Trust
Iowa
+$1.09M
4
Wells Fargo
Wells Fargo
California
+$913K
5
Deutsche Bank
Deutsche Bank
Germany
+$913K

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$10.4M
2
VF
Virtu Financial
New York
-$4.34M
3
Jane Street
Jane Street
New York
-$4.32M
4
HH
Hilltop Holdings
Texas
-$2.26M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$227M +$10.1M +414,553 +5%
HBT
2
Hills Bank & Trust
Iowa
$24.5M +$1.09M +44,565 +5%
Northern Trust
3
Northern Trust
Illinois
$17.6M +$729K +2,905,724 +4%
WPA
4
West Paces Advisors
Georgia
$16.2M +$5.19M +212,662 +47%
CB
5
CNB Bank
Pennsylvania
$6.79M +$196K +8,045 +3%
PA
6
Pinnacle Associates
New York
$6.31M +$91.5K +3,750 +1%
HFA
7
HC Financial Advisors
California
$5.38M +$710K +29,090 +15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.5M +$805K +32,996 +22%
CWM
9
Cabot Wealth Management
Massachusetts
$3.87M -$31.9K -1,310 -0.8%
NB
10
Nicolet Bankshares
Wisconsin
$3.23M -$360K -14,765 -10%
HCM
11
Harvest Capital Management
New Hampshire
$2.8M +$41.8K +1,715 +2%
NGA
12
Naples Global Advisors
Florida
$2.23M -$268K -11,000 -11%
Bank of America
13
Bank of America
North Carolina
$1.99M +$130K +5,347 +7%
Jane Street
14
Jane Street
New York
$1.82M -$4.32M -177,261 -70%
Morgan Stanley
15
Morgan Stanley
New York
$1.57M -$76.3K -3,128 -5%
CG
16
Colony Group
Massachusetts
$1.56M -$118K -4,830 -7%
LNB
17
Ledyard National Bank
$1.46M +$39.5K +1,618 +3%
Wells Fargo
18
Wells Fargo
California
$1.18M +$913K +37,451 +346%
HNB
19
Huntington National Bank
Ohio
$1.11M -$1.1M – –
IFA
20
Interactive Financial Advisors
Illinois
$1.06M -$325K -13,325 -24%
Deutsche Bank
21
Deutsche Bank
Germany
$913K +$913K +37,474 New
PNC
22
Park National Corp
Ohio
$902K +$78.4K +3,212 +10%
PWMAG
23
Pinnacle Wealth Management Advisory Group
New Jersey
$862K +$36.6K +1,500 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$836K -$1.61M -65,934 -66%
CPIG
25
Chicago Partners Investment Group
Illinois
$661K +$223K +9,163 +51%
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