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

68 hedge funds and large institutions have $325M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
15
Increased
16
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$8.65M
2
LNB
Ledyard National Bank
+$1.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$421K
4
Deutsche Bank
Deutsche Bank
Germany
+$392K
5
PV
Private Vista
Illinois
+$391K

Top Sellers

1
VA
Valmark Advisers
Ohio
-$11M
2
Ameriprise
Ameriprise
Minnesota
-$9.82M
3
HBT
Hills Bank & Trust
Iowa
-$6.02M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.7M
5
Jane Street
Jane Street
New York
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$210M -$11M -463,645 -5%
HBT
2
Hills Bank & Trust
Iowa
$24.5M -$6.02M -252,881 -20%
WPA
3
West Paces Advisors
Georgia
$13.7M -$3.25M -136,392 -19%
Northern Trust
4
Northern Trust
Illinois
$10.6M -$2.24M -9,411,245 -17%
FTUS
5
Flow Traders U.S.
New York
$8.65M +$8.65M +363,029 New
PA
6
Pinnacle Associates
New York
$6.34M -$369K -15,473 -5%
HFA
7
HC Financial Advisors
California
$4.47M -$2.41M -101,128 -35%
CWM
8
Cabot Wealth Management
Massachusetts
$3.61M -$345K -14,470 -9%
CB
9
CNB Bank
Pennsylvania
$3.11M -$238K -10,003 -7%
V
10
VeraBank
Texas
$3.09M +$3.09M +129,780 New
HCM
11
Harvest Capital Management
New Hampshire
$3.09M -$16.4K -690 -0.5%
SWRP
12
Summit Wealth & Retirement Planning
California
$2.71M +$2.71M +113,642 New
Bank of America
13
Bank of America
North Carolina
$2.57M +$352K +14,774 +16%
LPL Financial
14
LPL Financial
California
$2.33M +$125K +5,268 +6%
Jane Street
15
Jane Street
New York
$1.95M -$4.31M -180,997 -69%
NGA
16
Naples Global Advisors
Florida
$1.94M -$120K -5,000 -6%
LNB
17
Ledyard National Bank
$1.76M +$1.14M +47,752 +184%
Morgan Stanley
18
Morgan Stanley
New York
$1.75M +$136K +5,716 +8%
NB
19
Nicolet Bankshares
Wisconsin
$1.72M -$704K -29,560 -29%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.36M +$421K +17,655 +45%
UBS Group
21
UBS Group
Switzerland
$1.13M +$206K +8,666 +22%
PWMAG
22
Pinnacle Wealth Management Advisory Group
New Jersey
$935K -$148K -6,200 -14%
IFA
23
Interactive Financial Advisors
Illinois
$912K -$50.1K -2,101 -5%
HNB
24
Huntington National Bank
Ohio
$907K -$968K – –
Wolverine Trading
25
Wolverine Trading
Illinois
$862K -$385K -16,180 -31%
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