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

66 hedge funds and large institutions have $133M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
7
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$3.85M
2
RMC
Regis Management Company
California
+$1.89M
3
CWM
Centric Wealth Management
Illinois
+$1.52M
4
Bank of America
Bank of America
North Carolina
+$1M
5
Citadel Advisors
Citadel Advisors
Florida
+$940K

Top Sellers

1
CB
CNB Bank
Pennsylvania
-$2.44M
2
Jane Street
Jane Street
New York
-$997K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$925K
4
VA
Valmark Advisers
Ohio
-$869K
5
AG
Advisor Group
Arizona
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$25.8M +$452K +18,316 +2%
VA
2
Valmark Advisers
Ohio
$17.3M -$869K -35,212 -5%
WPA
3
West Paces Advisors
Georgia
$16.4M +$267K +10,810 +2%
Northern Trust
4
Northern Trust
Illinois
$10.8M -$348K -1,375,153 -3%
PA
5
Pinnacle Associates
New York
$6.32M -$59.8K -2,420 -0.9%
Jane Street
6
Jane Street
New York
$4.68M -$997K -40,372 -18%
HFA
7
HC Financial Advisors
California
$4.35M +$125K +5,069 +3%
CWM
8
Cabot Wealth Management
Massachusetts
$4.12M +$221K +8,950 +6%
FTUS
9
Flow Traders U.S.
New York
$3.85M +$3.85M +155,862 New
Bank of America
10
Bank of America
North Carolina
$3.62M +$1M +40,598 +38%
V
11
VeraBank
Texas
$3.48M +$189K +7,665 +6%
SWRP
12
Summit Wealth & Retirement Planning
California
$3.17M +$72.8K +2,947 +2%
HCM
13
Harvest Capital Management
New Hampshire
$3.14M +$70.1K +2,840 +2%
LPL Financial
14
LPL Financial
California
$1.94M -$308K -12,470 -14%
LNB
15
Ledyard National Bank
$1.9M -$105K -4,261 -5%
RMC
16
Regis Management Company
California
$1.89M +$1.89M +76,341 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.76M +$288K +11,676 +20%
Morgan Stanley
18
Morgan Stanley
New York
$1.66M -$339K -13,713 -17%
Citadel Advisors
19
Citadel Advisors
Florida
$1.59M +$940K +38,065 +145%
CWM
20
Centric Wealth Management
Illinois
$1.52M +$1.52M +61,729 New
UBS Group
21
UBS Group
Switzerland
$1.45M +$117K +4,734 +9%
NB
22
Nicolet Bankshares
Wisconsin
$1.16M -$272K -10,998 -19%
IFA
23
Interactive Financial Advisors
Illinois
$953K +$23.1K +935 +2%
PWMAG
24
Pinnacle Wealth Management Advisory Group
New Jersey
$951K +$39.9K +1,615 +4%
Wells Fargo
25
Wells Fargo
California
$843K -$46.8K -1,894 -5%
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