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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

58 hedge funds and large institutions have $348M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
8
Increased
20
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$225M -$383K -15,756 -0.2%
HBT
2
Hills Bank & Trust
Iowa
$31.6M +$7.15M +294,294 +29%
Northern Trust
3
Northern Trust
Illinois
$17.6M +$376K +1,534,914 +2%
WPA
4
West Paces Advisors
Georgia
$16.9M +$824K +33,918 +5%
CB
5
CNB Bank
Pennsylvania
$6.78M +$13.8K +568 +0.2%
PA
6
Pinnacle Associates
New York
$6.66M +$370K +15,227 +6%
HFA
7
HC Financial Advisors
California
$5.75M +$385K +15,831 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.59M +$106K +4,349 +2%
CWM
9
Cabot Wealth Management
Massachusetts
$3.96M +$101K +4,160 +3%
HCM
10
Harvest Capital Management
New Hampshire
$2.87M +$80.6K +3,315 +3%
NB
11
Nicolet Bankshares
Wisconsin
$2.79M -$434K -17,869 -13%
NGA
12
Naples Global Advisors
Florida
$2.44M +$218K +8,977 +10%
Bank of America
13
Bank of America
North Carolina
$1.78M -$200K -8,248 -10%
Morgan Stanley
14
Morgan Stanley
New York
$1.49M -$66.9K -2,752 -4%
CG
15
Colony Group
Massachusetts
$1.36M -$189K -7,781 -12%
LNB
16
Ledyard National Bank
$1.34M -$115K -4,748 -8%
Wells Fargo
17
Wells Fargo
California
$1.24M +$68.4K +2,816 +6%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.11M +$280K +11,536 +34%
PWMAG
19
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$185K +7,598 +21%
HNB
20
Huntington National Bank
Ohio
$1.02M -$1.11M
HH
21
Hilltop Holdings
Texas
$1.01M +$1.01M +41,499 New
PNC
22
Park National Corp
Ohio
$985K +$86.8K +3,574 +10%
IFA
23
Interactive Financial Advisors
Illinois
$984K -$66.5K -2,738 -6%
LPL Financial
24
LPL Financial
California
$805K +$156K +6,404 +24%
CPIG
25
Chicago Partners Investment Group
Illinois
$659K