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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

44 hedge funds and large institutions have $1.1B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
11
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$912M
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.29M
3
WF
3
WealthTrust Fairport
Ohio
$2.67M
4
CJA
4
C-J Advisory
California
$32.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.41M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.77M
3
Bank of America
3
Bank of America
North Carolina
$256K
4
EA
4
Efficient Advisors
Ohio
$37.8M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$538K 4,898 +4,000 +445%
WIA
27
Wealthstreet Investment Advisors
Texas
$472K 4,300 – –
DBT
28
Dubuque Bank & Trust
Iowa
$379K 3,453 -233 -6%
Bessemer Group
29
Bessemer Group
New Jersey
$325K 2,969 -1,209 -29%
CIA
30
Choate Investment Advisors
Massachusetts
$307K 2,794 – –
Bank of America
31
Bank of America
North Carolina
$256K 2,337 -10,295 -81%
MML Investors Services
32
MML Investors Services
Massachusetts
$251K 2,288 +2,288 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$222K 2,022 – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$219K 2,000 -488 -20%
WPA
35
West Paces Advisors
Georgia
$197K 1,800 – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$143K 1,304 +4 +0.3%
GT
37
Glenmede Trust
Pennsylvania
$100K 900 – –
US Bancorp
38
US Bancorp
Minnesota
$87K 797 -778 -49%
CPIG
39
Chicago Partners Investment Group
Illinois
$41K 373 – –
GTAM
40
Global Trust Asset Management
Florida
$22K 199 +88 +79%
GWM
41
Geneos Wealth Management
Colorado
$20K 187 – –
GWA
42
Guidant Wealth Advisors
Illinois
$16K 150 – –
SWP
43
Stratos Wealth Partners
Ohio
$2K 20 +20 New
Creative Planning
44
Creative Planning
Kansas
– – -6,000 Closed
SPC
45
Sigma Planning Corp
Michigan
– – -2,638 Closed
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
$0 1 – –
1
2