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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 %
DWS
26
Discipline Wealth Solutions
South Carolina
$1.81M 8,071 +6,303 +357%
Comerica Bank
27
Comerica Bank
Texas
$1.59M 7,079 – –
Jane Street
28
Jane Street
New York
$1.48M 6,629 +2,446 +58%
WANY
29
Wealthspire Advisors (New York)
New York
$1.48M 6,592 – –
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.46M 6,499 +159 +3%
Bank of America
31
Bank of America
North Carolina
$1.37M 6,126 -101 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.36M 6,053 -820 -12%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.35M 5,929 -350 -6%
KAS
34
Kestra Advisory Services
Texas
$1.3M 5,820 -582 -9%
GSB
35
Greenfield Savings Bank
Massachusetts
$1.23M 5,500 – –
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$1.09M 4,885 -230 -4%
Goldman Sachs
37
Goldman Sachs
New York
$1.03M 4,616 – –
Osaic Holdings
38
Osaic Holdings
Arizona
$997K 4,618 +600 +15%
TIAA Trust, National Association
39
TIAA Trust, National Association
North Carolina
$950K 4,243 – –
Lido Advisors
40
Lido Advisors
California
$906K 4,045 – –
FMI
41
F/M Investments
District of Columbia
$884K 3,947 -1,613 -29%
PMFA
42
Plante Moran Financial Advisors
Michigan
$793K 3,538 – –
KeyBank National Association
43
KeyBank National Association
Ohio
$737K 3,288 – –
FIM
44
Freedom Investment Management
Connecticut
$708K 3,162 +152 +5%
HIM
45
Hanlon Investment Management
New Jersey
$688K 3,073 -594 -16%
PNC
46
Park National Corp
Ohio
$659K 2,944 -327 -10%
ZIM
47
Zacks Investment Management
Illinois
$650K 2,904 – –
CMMS
48
Comprehensive Money Management Services
Florida
$640K 2,857 – –
BF
49
BOK Financial
Oklahoma
$630K 2,813 +439 +18%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$582K 2,597 – –
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