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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

56 hedge funds and large institutions have $1.12B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $1.05B → $1.12B (+$68.8M)

6% more funds holding

Funds holding: 53 → 56 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 92.91% → 92.82% (-0.09%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
10
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
+$10.6M
2
ANTB
AMG National Trust Bank
Colorado
+$1.05M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$476K
4
AAS
Annex Advisory Services
Wisconsin
+$296K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$293K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$104M
2
CFA
Capstone Financial Advisors
Illinois
-$27.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$505K +$476K +4,450 New
UCFA
27
United Capital Financial Advisors
Texas
$460K -$136K -1,274 -24%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$439K +$293K +2,746 +246%
CB
29
CNB Bank
Pennsylvania
$392K -$185K -1,729 -33%
DBT
30
Dubuque Bank & Trust
Iowa
$368K – – –
AF
31
Allworth Financial
California
$357K – – –
WA
32
Wealth Architects
California
$332K +$36.8K +344 +13%
AAS
33
Annex Advisory Services
Wisconsin
$315K +$296K +2,771 New
MML Investors Services
34
MML Investors Services
Massachusetts
$302K +$284K +2,662 New
HIM
35
Hanlon Investment Management
New Jersey
$290K -$36K -337 -12%
AIA
36
Alera Investment Advisors
Illinois
$284K – – –
William Blair & Company
37
William Blair & Company
Illinois
$275K +$7.8K +73 +3%
Morgan Stanley
38
Morgan Stanley
New York
$254K -$10.7K -100 -4%
CIA
39
Choate Investment Advisors
Massachusetts
$251K -$25.6K -240 -10%
CAM
40
Cresset Asset Management
Illinois
$228K +$215K +2,012 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$227K +$214K +2,000 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$220K -$107K -1,001 -34%
Bessemer Group
43
Bessemer Group
New Jersey
$216K – – –
HR
44
Hayden Royal
North Carolina
$201K +$189K +1,769 New
Wells Fargo
45
Wells Fargo
California
$131K +$123K +1,155 +115,500%
WPA
46
West Paces Advisors
Georgia
$128K – – –
UBS Group
47
UBS Group
Switzerland
$91K -$290K -2,712 -77%
KPW
48
Kore Private Wealth
New York
$48K – – –
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$42K – – –
TFGT
50
TS Financial Group (TSFG)
Illinois
$40K – – –
1
2
3

TILT Hedge Fund Activity: Q2 2020 in Review

56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2020, worth a combined $1.12B — up 6.6% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TILT positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was RVW Wealth, opening a new position worth an estimated $10.6M. The largest seller was Northern Trust, cutting an estimated $104M.

  • 56 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2020, up from 53 in Q1 2020.
  • Funds reported $1.12B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 9 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2020 was RVW Wealth, an estimated $10.6M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2020 was Northern Trust, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2020.