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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

59 hedge funds and large institutions have $1.41B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
13
Reduced
19
Closed
5
Calls
$144K
Puts
–
Net Calls
+$144K
Net Calls Change
+$144K

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$3.61M
2
SB
2
Strategic Blueprint
Georgia
$2.02M
3
Goldman Sachs
3
Goldman Sachs
New York
$870K
4
UBS Group
4
UBS Group
Switzerland
$1.82M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$1.04M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.24B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$902K
3
CJA
3
C-J Advisory
California
$34.5M
4
Jane Street
4
Jane Street
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$996K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$702K 5,524 +3,600 +187%
AG
27
Advisor Group
Arizona
$601K 4,734 +236 +5%
William Blair & Company
28
William Blair & Company
Illinois
$597K 4,697 – –
ETS
29
ESL Trust Services
New York
$518K 4,080 +4,080 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$455K 3,580 -5 -0.1%
HIM
31
Hanlon Investment Management
New Jersey
$440K 3,464 +927 +37%
Bank of America
32
Bank of America
North Carolina
$439K 3,455 +2,351 +213%
DBT
33
Dubuque Bank & Trust
Iowa
$416K 3,275 -150 -4%
RW
34
RVW Wealth
California
$407K 3,206 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$364K 2,863 +2,863 New
AIA
36
Alera Investment Advisors
Illinois
$318K 2,502 – –
CIA
37
Choate Investment Advisors
Massachusetts
$311K 2,449 – –
CAM
38
Cresset Asset Management
Illinois
$256K 2,012 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$242K 1,905 +1,905 New
HR
40
Hayden Royal
North Carolina
$242K 1,861 +1,861 New
Bessemer Group
41
Bessemer Group
New Jersey
$241K 1,900 – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$170K 1,339 – –
WPA
43
West Paces Advisors
Georgia
$144K 1,131 -319 -22%
TRCT
44
Tower Research Capital (TRC)
New York
$136K 1,076 -5,139 -83%
SSWG
45
Seven Springs Wealth Group
Tennessee
$77K 604 +604 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$75K 593 +593 New
DY
47
Dowling & Yahnke
California
$61K 480 +480 New
IWA
48
Intercontinental Wealth Advisors
Texas
$52K 400 +400 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$47K 366 +366 New
SAM
50
S.A. Mason
Michigan
$46K 359 +359 New
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