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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 $128M invested in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
24
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$4.38M
2
Jane Street
Jane Street
New York
+$4.23M
3
FTUS
Flow Traders U.S.
New York
+$3.55M
4
PA
Pinnacle Associates
New York
+$3.43M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.49M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.63M
2
CWM
Centric Wealth Management
Illinois
-$1.52M
3
Northern Trust
Northern Trust
Illinois
-$1.49M
4
UCFA
United Capital Financial Advisors
Texas
-$367K
5
AP
Advisors Preferred
Maryland
-$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
1
West Paces Advisors
Georgia
$20.1M +$516K +19,771 +3%
VA
2
Valmark Advisers
Ohio
$13.7M +$32.5K +1,247 +0.2%
Northern Trust
3
Northern Trust
Illinois
$11.3M -$1.49M -5,531,831 -12%
PA
4
Pinnacle Associates
New York
$10.8M +$3.43M +131,439 +46%
UBS Group
5
UBS Group
Switzerland
$10.5M +$4.38M +167,958 +72%
Jane Street
6
Jane Street
New York
$9.01M +$4.23M +162,306 +89%
CWM
7
Cabot Wealth Management
Massachusetts
$4.45M +$227K +8,693 +5%
V
8
VeraBank
Texas
$4.23M +$205K +7,856 +5%
Bank of America
9
Bank of America
North Carolina
$4.17M +$1.08M +41,361 +35%
Citadel Advisors
10
Citadel Advisors
Florida
$3.62M +$2.49M +95,298 +219%
FTUS
11
Flow Traders U.S.
New York
$3.55M +$3.55M +135,876 New
PWMAG
12
Pinnacle Wealth Management Advisory Group
New Jersey
$3.35M +$1.09M +41,620 +48%
Wells Fargo
13
Wells Fargo
California
$3.24M +$1.5M +57,596 +87%
CG
14
Colony Group
Massachusetts
$2.63M -$197K -7,558 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.37M -$1.63M -62,309 -41%
IA
16
IFG Advisory
Georgia
$2.31M +$190K +7,291 +9%
LPL Financial
17
LPL Financial
California
$2.04M +$2.45K +94 +0.1%
Legacy Financial Group (Iowa)
18
Legacy Financial Group (Iowa)
Iowa
$1.62M +$1.62M +62,025 New
Morgan Stanley
19
Morgan Stanley
New York
$1.42M +$246K +9,418 +21%
HBT
20
Hills Bank & Trust
Iowa
$1.26M -$124K -4,742 -9%
RCA
21
Ranch Capital Advisors
Florida
$1.25M +$1.25M +47,764 New
IFA
22
Interactive Financial Advisors
Illinois
$1.15M +$84.5K +3,241 +8%
CFS
23
Capital Financial Services
New York
$822K +$822K +31,500 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$809K +$809K +30,997 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$779K +$137K +5,236 +21%
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