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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund

68 hedge funds and large institutions have $130M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
10
Increased
17
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$25M -$54.5K -2,239 -0.2%
VA
2
Valmark Advisers
Ohio
$17.9M -$197M -8,094,195 -92%
WPA
3
West Paces Advisors
Georgia
$15.9M +$1.97M +80,960 +14%
Northern Trust
4
Northern Trust
Illinois
$11M -$111K -446,056 -1%
PA
5
Pinnacle Associates
New York
$6.28M -$192K -7,873 -3%
Jane Street
6
Jane Street
New York
$5.59M +$3.6M +147,874 +180%
HFA
7
HC Financial Advisors
California
$4.16M -$402K -16,513 -9%
CWM
8
Cabot Wealth Management
Massachusetts
$3.84M +$150K +6,155 +4%
V
9
VeraBank
Texas
$3.24M +$85.3K +3,505 +3%
CB
10
CNB Bank
Pennsylvania
$3.22M +$42.4K +1,743 +1%
SWRP
11
Summit Wealth & Retirement Planning
California
$3.05M +$290K +11,921 +10%
HCM
12
Harvest Capital Management
New Hampshire
$3.02M -$132K -5,440 -4%
Bank of America
13
Bank of America
North Carolina
$2.58M -$46.6K -1,916 -2%
LPL Financial
14
LPL Financial
California
$2.22M -$157K -6,461 -7%
LNB
15
Ledyard National Bank
$1.98M +$186K +7,635 +10%
Morgan Stanley
16
Morgan Stanley
New York
$1.97M +$183K +7,512 +10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.45M +$64.8K +2,665 +5%
NB
18
Nicolet Bankshares
Wisconsin
$1.41M -$348K -14,316 -20%
UBS Group
19
UBS Group
Switzerland
$1.31M +$159K +6,543 +14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.07M +$1.02M +42,071 +2,378%
IFA
21
Interactive Financial Advisors
Illinois
$916K -$15.1K -619 -2%
PWMAG
22
Pinnacle Wealth Management Advisory Group
New Jersey
$898K -$57.7K -2,373 -6%
Wells Fargo
23
Wells Fargo
California
$877K +$31K +1,275 +4%
PNC
24
Park National Corp
Ohio
$744K -$45.4K -1,865 -6%
CG
25
Colony Group
Massachusetts
$676K -$164K -6,720 -19%