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

63 hedge funds and large institutions have $99.3M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
6
Increased
18
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$12.2M
2
PWMAG
2
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M
3
PA
3
Pinnacle Associates
New York
$7.24M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.39M
5
JIP
5
Jaffetilchin Investment Partners
Florida
$612K

Top Sellers

1
HBT
1
Hills Bank & Trust
Iowa
$3.16M
2
Jane Street
2
Jane Street
New York
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CWM
4
Centric Wealth Management
Illinois
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$361K
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
1
West Paces Advisors
Georgia
$18.3M 722,514 +11,259 +2%
VA
2
Valmark Advisers
Ohio
$13.6M 539,127 -26,655 -5%
Northern Trust
3
Northern Trust
Illinois
$12.2M 47,208,844 +9,481,174 +25%
PA
4
Pinnacle Associates
New York
$7.24M 286,527 +48,807 +21%
CWM
5
Cabot Wealth Management
Massachusetts
$4.11M 162,472 -9,198 -5%
V
6
VeraBank
Texas
$3.85M 152,332 -4,173 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.39M 133,896 +46,854 +54%
SWRP
8
Summit Wealth & Retirement Planning
California
$3.35M 132,468 +2,844 +2%
UBS Group
9
UBS Group
Switzerland
$3.33M 131,651 +13,640 +12%
HBT
10
Hills Bank & Trust
Iowa
$3.16M 125,110 -277,899 -69%
CG
11
Colony Group
Massachusetts
$2.76M 109,152 -7,695 -7%
PWMAG
12
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M 84,575 +52,070 +160%
LPL Financial
13
LPL Financial
California
$1.97M 77,823 -7,319 -9%
Citadel Advisors
14
Citadel Advisors
Florida
$1.95M 77,295 -7,219 -9%
NAS
15
Nicolet Advisory Services
Wisconsin
$1.93M 76,460 -770 -1%
IA
16
IFG Advisory
Georgia
$1.81M 71,712 +12,546 +21%
Bank of America
17
Bank of America
North Carolina
$1.73M 68,557 -9,071 -12%
LNB
18
Ledyard National Bank
$1.68M 66,535 -8,497 -11%
Wells Fargo
19
Wells Fargo
California
$1.17M 46,079 -1,811 -4%
Morgan Stanley
20
Morgan Stanley
New York
$1.14M 45,180 +280 +0.6%
IFA
21
Interactive Financial Advisors
Illinois
$1.03M 40,770 -36 -0.1%
PNC
22
Park National Corp
Ohio
$941K 37,231 +15,697 +73%
JIP
23
Jaffetilchin Investment Partners
Florida
$612K 24,204 +24,204 New
NGA
24
Naples Global Advisors
Florida
$573K 22,672 +66 +0.3%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$510K 20,196 +411 +2%
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