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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

53 hedge funds and large institutions have $1.1B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.59% less ownership

Funds ownership: 92.82% → 92.23% (-0.59%)

2% less capital invested

Capital invested by funds: $1.12B → $1.1B (-$19.9M)

5% less funds holding

Funds holding: 56 → 53 (-3)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
5
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.45M
2
UBS Group
UBS Group
Switzerland
+$1.88M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M
5
ANTB
AMG National Trust Bank
Colorado
+$719K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$93.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.58M
3
CFA
Capstone Financial Advisors
Illinois
-$4.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.88M
5
CCM
Chilton Capital Management
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Planning Alternatives
Michigan
$577K +$573K +4,727 New
UCFA
27
United Capital Financial Advisors
Texas
$494K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$487K -$55.4K -457 -10%
DBT
29
Dubuque Bank & Trust
Iowa
$396K – – –
AF
30
Allworth Financial
California
$383K – – –
WA
31
Wealth Architects
California
$366K +$9.34K +77 +3%
HIM
32
Hanlon Investment Management
New Jersey
$366K +$53.8K +444 +17%
MML Investors Services
33
MML Investors Services
Massachusetts
$350K +$25.3K +209 +8%
3AM
34
3D Asset Management
Connecticut
$272K +$270K +2,225 New
CIA
35
Choate Investment Advisors
Massachusetts
$269K – – –
CB
36
CNB Bank
Pennsylvania
$267K -$153K -1,262 -37%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$246K +$1.7K +14 +0.7%
CAM
38
Cresset Asset Management
Illinois
$245K – – –
Bank of New York Mellon
39
Bank of New York Mellon
New York
$236K +$121 +1 +0.1%
Bessemer Group
40
Bessemer Group
New Jersey
$232K – – –
William Blair & Company
41
William Blair & Company
Illinois
$225K -$69.7K -575 -24%
Morgan Stanley
42
Morgan Stanley
New York
$138K -$134K -1,104 -49%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$136K -$333K -2,746 -71%
WPA
44
West Paces Advisors
Georgia
$108K -$29.5K -243 -21%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$34.1K +281 +77%
TFGT
46
TS Financial Group (TSFG)
Illinois
$43K – – –
APA
47
American Portfolios Advisors
New York
$36.6K -$6.06K -50 -14%
POIA
48
Pin Oak Investment Advisors
Texas
$18K – – –
GWM
49
Geneos Wealth Management
Colorado
$12K – – –
HFA
50
HC Financial Advisors
California
$7K – – –
1
2
3

TILT Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2020, worth a combined $1.1B — down 1.8% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TILT and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.45M. The largest seller was Northern Trust, cutting an estimated $93.6M.

  • 53 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2020, down from 56 in Q2 2020.
  • Funds reported $1.1B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
  • 5 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2020 and 8 closed out, a net change of -3 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2020 was Royal Bank of Canada, an estimated $2.45M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2020 was Northern Trust, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2020.