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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

96 hedge funds and large institutions have $1.56B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
1
Sageworth Trust
Pennsylvania
$15.8M
2
CFA
2
Capstone Financial Advisors
Illinois
$42.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.63M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.6M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.26B
2
SB
2
Strategic Blueprint
Georgia
$0
3
SAG
3
SageView Advisory Group
California
$15.3M
4
EA
4
Efficient Advisors
Ohio
$4.99M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.26B 5,627,964 -429,146 -7%
CFA
2
Capstone Financial Advisors
Illinois
$42.4M 189,300 +37,856 +25%
Morgan Stanley
3
Morgan Stanley
New York
$40.6M 181,205 +12,335 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27.1M 121,177 -677 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M 121,000 -5,529 -4%
RW
6
RVW Wealth
California
$16.2M 72,460 -381 -0.5%
ST
7
Sageworth Trust
Pennsylvania
$15.8M 70,542 +68,030 +2,708%
SAG
8
SageView Advisory Group
California
$15.3M 66,346 -15,216 -19%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.4M 33,023 -152 -0.5%
LPL Financial
10
LPL Financial
California
$7.31M 32,637 -1,204 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$6.63M 29,606 +29,606 New
ST
12
Sentinel Trust
Texas
$6.17M 27,536 -13 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.1M 27,243 +19,299 +243%
TWA
14
Trace Wealth Advisors
California
$5.49M 24,508 – –
EA
15
Efficient Advisors
Ohio
$4.99M 22,268 -10,178 -31%
WA
16
Wealthstream Advisors
New York
$4.57M 20,423 +936 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.42M 19,732 -10 -0.1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$4.21M 18,816 – –
UBS Group
19
UBS Group
Switzerland
$3.3M 14,751 -886 -6%
GA
20
Goldstein Advisors
Wisconsin
$3.14M 14,022 -52 -0.4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3M 13,396 +1,442 +12%
Wells Fargo
22
Wells Fargo
California
$2.89M 12,900 +338 +3%
ANTB
23
AMG National Trust Bank
Colorado
$2.4M 10,699 – –
BIM
24
Bridges Investment Management
Nebraska
$2.31M 10,299 -216 -2%
Raymond James Financial
25
Raymond James Financial
Florida
$2.09M 9,335 -2,399 -20%
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