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FlexShares Morningstar US Market Factors Tilt Index Fund

53 hedge funds and large institutions have $1.05B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
12
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$448K 4,804 +1,349 +39%
UBS Group
27
UBS Group
Switzerland
$328K 3,517 -10,838 -75%
DBT
28
Dubuque Bank & Trust
Iowa
$303K 3,245 -30 -0.9%
AF
29
Allworth Financial
California
$293K 3,143 +3,143 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$274K 2,936 -644 -18%
HIM
31
Hanlon Investment Management
New Jersey
$270K 2,894 -570 -16%
Stifel Financial
32
Stifel Financial
Missouri
$258K 2,768 +2,768 New
WA
33
Wealth Architects
California
$240K 2,577 +2,577 New
Jane Street
34
Jane Street
New York
$234K 2,507 +2,507 New
AIA
35
Alera Investment Advisors
Illinois
$233K 2,502
CIA
36
Choate Investment Advisors
Massachusetts
$228K 2,449
William Blair & Company
37
William Blair & Company
Illinois
$219K 2,347 -2,350 -50%
Morgan Stanley
38
Morgan Stanley
New York
$218K 2,333 -6,764 -74%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$178K 1,905
Bessemer Group
40
Bessemer Group
New Jersey
$177K 1,900
WPA
41
West Paces Advisors
Georgia
$105K 1,131
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$104K 1,118 +525 +89%
KPW
43
Kore Private Wealth
New York
$40K 425 +425 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$34K 366
TFGT
45
TS Financial Group (TSFG)
Illinois
$33K 350
APA
46
American Portfolios Advisors
New York
$32.6K 350
POIA
47
Pin Oak Investment Advisors
Texas
$14K 150
SAM
48
S.A. Mason
Michigan
$13K 144 -215 -60%
ASN
49
Advisory Services Network
Georgia
$12K 134
GWM
50
Geneos Wealth Management
Colorado
$9K 100