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

67 hedge funds and large institutions have $130M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.32%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
7
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.94M
2
CG
2
Colony Group
Massachusetts
$3.2M
3
FTUS
3
Flow Traders U.S.
New York
$3.89M
4
WPA
4
West Paces Advisors
Georgia
$18.2M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$695K

Top Sellers

1
CWM
1
Centric Wealth Management
Illinois
$0
2
BBHC
2
Brown Brothers Harriman & Co
New York
$24K
3
VA
3
Valmark Advisers
Ohio
$15.7M
4
Jane Street
4
Jane Street
New York
$1.33M
5
Bank of America
5
Bank of America
North Carolina
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
1
Hills Bank & Trust
Iowa
$26.5M 1,074,201 -9,218 -0.9%
WPA
2
West Paces Advisors
Georgia
$18.2M 737,357 +43,133 +6%
VA
3
Valmark Advisers
Ohio
$15.7M 635,688 -46,163 -7%
Northern Trust
4
Northern Trust
Illinois
$9.9M 38,881,990 -1,632,398 -4%
PA
5
Pinnacle Associates
New York
$5.83M 235,862 -9,348 -4%
CWM
6
Cabot Wealth Management
Massachusetts
$4.51M 182,358 +10,699 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$3.94M 159,233 +113,615 +249%
FTUS
8
Flow Traders U.S.
New York
$3.89M 157,570 +47,052 +43%
V
9
VeraBank
Texas
$3.65M 147,558 +1,505 +1%
UBS Group
10
UBS Group
Switzerland
$3.52M 142,454 +12,586 +10%
SWRP
11
Summit Wealth & Retirement Planning
California
$3.29M 133,031 -744 -0.6%
HFA
12
HC Financial Advisors
California
$3.26M 131,844 -17,084 -11%
CG
13
Colony Group
Massachusetts
$3.2M 129,440 +104,385 +417%
LPL Financial
14
LPL Financial
California
$2.18M 88,077 +4,720 +6%
Bank of America
15
Bank of America
North Carolina
$1.92M 77,845 -18,033 -19%
RMC
16
Regis Management Company
California
$1.89M 76,341 – –
LNB
17
Ledyard National Bank
$1.85M 74,724 +1,594 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.84M 74,361 -1,702 -2%
Jane Street
19
Jane Street
New York
$1.33M 53,897 -36,612 -40%
Wells Fargo
20
Wells Fargo
California
$1.11M 45,073 +636 +1%
IFA
21
Interactive Financial Advisors
Illinois
$980K 39,668 +474 +1%
Morgan Stanley
22
Morgan Stanley
New York
$912K 36,899 +18,741 +103%
PWMAG
23
Pinnacle Wealth Management Advisory Group
New Jersey
$848K 34,325 – –
IA
24
IFG Advisory
Georgia
$821K 33,265 +6,768 +26%
NB
25
Nicolet Bankshares
Wisconsin
$755K 30,537 -6,740 -18%
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