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FlexShares Morningstar US Market Factors Tilt Index Fund

99 hedge funds and large institutions have $1.57B 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, 18 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

49% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 35

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$15.2M
2 +$8.48M
3 +$6.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.32M
5
Morgan Stanley
Morgan Stanley
New York
+$2.76M

Top Sellers

1 -$96.1M
2 -$4.18M
3 -$3.52M
4
EA
Efficient Advisors
Ohio
-$2.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
Bridges Investment Management
Nebraska
$2.31M
Raymond James Financial
27
Raymond James Financial
Florida
$2.09M
DWS
28
Discipline Wealth Solutions
South Carolina
$1.81M
Comerica Bank
29
Comerica Bank
Texas
$1.59M
Jane Street
30
Jane Street
New York
$1.48M
WANY
31
Wealthspire Advisors (New York)
New York
$1.48M
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.46M
Bank of America
33
Bank of America
North Carolina
$1.37M
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.36M
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.35M
KAS
36
Kestra Advisory Services
Texas
$1.3M
GSB
37
Greenfield Savings Bank
Massachusetts
$1.23M
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.09M
Goldman Sachs
39
Goldman Sachs
New York
$1.03M
Osaic Holdings
40
Osaic Holdings
Arizona
$997K
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$950K
Lido Advisors
42
Lido Advisors
California
$906K
FMI
43
F/M Investments
District of Columbia
$884K
PMFA
44
Plante Moran Financial Advisors
Michigan
$793K
KeyBank National Association
45
KeyBank National Association
Ohio
$737K
FIM
46
Freedom Investment Management
Connecticut
$708K
HIM
47
Hanlon Investment Management
New Jersey
$688K
PNC
48
Park National Corp
Ohio
$659K
ZIM
49
Zacks Investment Management
Illinois
$650K
CMMS
50
Comprehensive Money Management Services
Florida
$640K