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

65 hedge funds and large institutions have $358M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$9.82M
2
Jane Street
Jane Street
New York
+$5.78M
3
LPL Financial
LPL Financial
California
+$1.42M
4
Wolverine Trading
Wolverine Trading
Illinois
+$1.26M
5
HFA
HC Financial Advisors
California
+$1.25M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$4.27M
2
CB
CNB Bank
Pennsylvania
-$3.31M
3
HNB
Huntington National Bank
Ohio
-$1.02M
4
HH
Hilltop Holdings
Texas
-$1.01M
5
LNB
Ledyard National Bank
-$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$223M +$323K +13,477 +0.1%
HBT
2
Hills Bank & Trust
Iowa
$30.7M -$454K -18,970 -1%
WPA
3
West Paces Advisors
Georgia
$17M +$338K +14,104 +2%
Northern Trust
4
Northern Trust
Illinois
$12.9M -$4.27M -17,848,439 -25%
Ameriprise
5
Ameriprise
Minnesota
$9.82M +$9.82M +410 New
HFA
6
HC Financial Advisors
California
$6.91M +$1.25M +52,161 +22%
PA
7
Pinnacle Associates
New York
$6.74M +$179K +7,470 +3%
Jane Street
8
Jane Street
New York
$6.3M +$5.78M +241,495 +1,126%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.7M +$182K +7,585 +4%
CWM
10
Cabot Wealth Management
Massachusetts
$3.98M +$76.7K +3,204 +2%
CB
11
CNB Bank
Pennsylvania
$3.37M -$3.31M -138,357 -50%
HCM
12
Harvest Capital Management
New Hampshire
$3.12M +$290K +12,130 +10%
NB
13
Nicolet Bankshares
Wisconsin
$2.44M -$311K -12,984 -11%
Bank of America
14
Bank of America
North Carolina
$2.23M +$478K +19,947 +27%
LPL Financial
15
LPL Financial
California
$2.21M +$1.42M +59,277 +179%
NGA
16
Naples Global Advisors
Florida
$2.07M -$335K -13,977 -14%
Morgan Stanley
17
Morgan Stanley
New York
$1.63M +$155K +6,483 +11%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.47M +$371K +15,505 +34%
Wolverine Trading
19
Wolverine Trading
Illinois
$1.26M +$1.26M +52,401 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.11M +$1.08M +45,100 +4,089%
PWMAG
21
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M +$60.5K +2,525 +6%
HNB
22
Huntington National Bank
Ohio
$968K -$1.02M – –
IFA
23
Interactive Financial Advisors
Illinois
$967K -$3.16K -132 -0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$939K +$939K +39,209 New
UBS Group
25
UBS Group
Switzerland
$927K +$592K +24,743 +177%
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