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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 $128M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
13
Increased
13
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.19M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$1.52M
3
HBT
3
Hills Bank & Trust
Iowa
$26.6M
4
WPA
4
West Paces Advisors
Georgia
$17.1M
5
IA
5
IFG Advisory
Georgia
$651K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.23M
2
Bank of America
2
Bank of America
North Carolina
$2.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$447K
4
FTUS
4
Flow Traders U.S.
New York
$2.72M
5
HFA
5
HC Financial Advisors
California
$3.66M
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$26.6M 1,083,419 +38,618 +4%
WPA
2
West Paces Advisors
Georgia
$17.1M 694,224 +28,432 +4%
VA
3
Valmark Advisers
Ohio
$16.8M 681,851 -17,136 -2%
Northern Trust
4
Northern Trust
Illinois
$10.2M 40,514,388 -2,274,402 -5%
PA
5
Pinnacle Associates
New York
$6.03M 245,210 -10,586 -4%
CWM
6
Cabot Wealth Management
Massachusetts
$4.22M 171,659 +5,010 +3%
HFA
7
HC Financial Advisors
California
$3.66M 148,928 -27,103 -15%
V
8
VeraBank
Texas
$3.59M 146,053 +5,103 +4%
SWRP
9
Summit Wealth & Retirement Planning
California
$3.29M 133,775 +5,265 +4%
UBS Group
10
UBS Group
Switzerland
$3.19M 129,868 +71,209 +121%
FTUS
11
Flow Traders U.S.
New York
$2.72M 110,518 -45,344 -29%
Bank of America
12
Bank of America
North Carolina
$2.36M 95,878 -50,729 -35%
Jane Street
13
Jane Street
New York
$2.23M 90,509 -98,934 -52%
LPL Financial
14
LPL Financial
California
$2.05M 83,357 +4,631 +6%
RMC
15
Regis Management Company
California
$1.88M 76,341 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.87M 76,063 +4,858 +7%
LNB
17
Ledyard National Bank
$1.8M 73,130 -3,912 -5%
CWM
18
Centric Wealth Management
Illinois
$1.52M 61,729 – –
BBHC
19
Brown Brothers Harriman & Co
New York
$1.52M 61,729 +61,729 New
Citadel Advisors
20
Citadel Advisors
Florida
$1.12M 45,618 -18,663 -29%
Wells Fargo
21
Wells Fargo
California
$1.09M 44,437 +10,288 +30%
IFA
22
Interactive Financial Advisors
Illinois
$964K 39,194 +610 +2%
NB
23
Nicolet Bankshares
Wisconsin
$917K 37,277 -9,502 -20%
PWMAG
24
Pinnacle Wealth Management Advisory Group
New Jersey
$844K 34,325 -4,190 -11%
PNC
25
Park National Corp
Ohio
$722K 29,375 +412 +1%
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