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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

57 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
9
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.87M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.31M
3
SWM
3
SVA Wealth Management
Wisconsin
$1.55M
4
CJA
4
C-J Advisory
California
$29.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$769K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.09B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.09M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.6M
4
EA
4
Efficient Advisors
Ohio
$29M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$769K 5,313 +5,313 New
TRCT
27
Tower Research Capital (TRC)
New York
$631K 4,359 -9,005 -67%
UCFA
28
United Capital Financial Advisors
Texas
$586K 4,050 – –
CBT
29
Capital Bank & Trust
California
$579K 3,999 +3,999 New
WA
30
Wealth Architects
California
$547K 3,778 +780 +26%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$486K 3,358 -635 -16%
DBT
32
Dubuque Bank & Trust
Iowa
$470K 3,245 – –
AF
33
Allworth Financial
California
$455K 3,143 – –
HIM
34
Hanlon Investment Management
New Jersey
$444K 3,068 +67 +2%
ST
35
Sageworth Trust
Pennsylvania
$426K 2,943 +2,943 New
OIM
36
Orca Investment Management
Oregon
$340K 2,346 +2,346 New
CB
37
CNB Bank
Pennsylvania
$301K 2,078 -110 -5%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$297K 2,050 +2,050 New
CAM
39
Cresset Asset Management
Illinois
$291K 2,012 – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$289K 2,000 -14 -0.7%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$280K 1,935 -1 -0.1%
Bessemer Group
42
Bessemer Group
New Jersey
$275K 1,900 – –
CIA
43
Choate Investment Advisors
Massachusetts
$267K 1,845 -364 -16%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$260K 1,799 +1,799 New
William Blair & Company
45
William Blair & Company
Illinois
$238K 1,641 -204 -11%
Creative Planning
46
Creative Planning
Kansas
$211K 1,459 +1,459 New
Lido Advisors
47
Lido Advisors
California
$209K 1,450 +1,450 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$161K 1,118 – –
WPA
49
West Paces Advisors
Georgia
$129K 888 – –
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$94K 647 – –
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