We are live on ! Find out more
TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund

45 hedge funds and large institutions have $1.14B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4445 (+1)

4% more capital invested

Capital invested by funds: $1.1B → $1.14B (+$46M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 91.09%91.08% (-0.01%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
4
Increased
12
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$557K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$550K -$71.5K -634 -12%
WIA
28
Wealthstreet Investment Advisors
Texas
$489K
DBT
29
Dubuque Bank & Trust
Iowa
$390K -$3.16K -28 -0.8%
Bessemer Group
30
Bessemer Group
New Jersey
$338K
CIA
31
Choate Investment Advisors
Massachusetts
$318K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$242K +$14.1K +125 +6%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$230K
SG Americas Securities
34
SG Americas Securities
New York
$224K +$222K +1,967 New
WPA
35
West Paces Advisors
Georgia
$205K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$149K +$564 +5 +0.4%
GT
37
Glenmede Trust
Pennsylvania
$99K -$3.38K -30 -3%
US Bancorp
38
US Bancorp
Minnesota
$91K
CPIG
39
Chicago Partners Investment Group
Illinois
$42K
Deutsche Bank
40
Deutsche Bank
Germany
$34K -$5.4M -47,894 -99%
Bank of America
41
Bank of America
North Carolina
$24K -$240K -2,125 -91%
GTAM
42
Global Trust Asset Management
Florida
$23K
GWM
43
Geneos Wealth Management
Colorado
$21K +$113 +1 +0.5%
GWA
44
Guidant Wealth Advisors
Illinois
$17K
Citadel Advisors
45
Citadel Advisors
Florida
-$606K -5,527 Closed
MML Investors Services
46
MML Investors Services
Massachusetts
-$251K -2,288 Closed
SWP
47
Stratos Wealth Partners
Ohio
-$2K -20 Closed

TILT Hedge Fund Activity: Q2 2018 in Review

45 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2018, worth a combined $1.14B — up 4.2% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TILT positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Northern Trust, adding an estimated $9.27M. The largest seller was Deutsche Bank, cutting an estimated $5.4M.

  • 45 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $1.14B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2018, up 4.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2018 and 3 closed out, a net change of +1 holder.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2018 was Northern Trust, an estimated $9.27M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2018 was Deutsche Bank, an estimated $5.4M sold.

Based on aggregated 13F filings for Q2 2018.