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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

59 hedge funds and large institutions have $1.44B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
6
Increased
11
Reduced
20
Closed
3
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$29.2M
2
Northern Trust
2
Northern Trust
Illinois
$1.21B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.5M
5
Wells Fargo
5
Wells Fargo
California
$1.07M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$27.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$939K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.33M
4
CBT
4
Capital Bank & Trust
California
$0
5
CFA
5
Capstone Financial Advisors
Illinois
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$906K 5,679 -118 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$824K 5,168 -145 -3%
WA
28
Wealth Architects
California
$740K 4,641 +863 +23%
UCFA
29
United Capital Financial Advisors
Texas
$646K 4,050 – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$535K 3,358 – –
DBT
31
Dubuque Bank & Trust
Iowa
$517K 3,245 – –
AF
32
Allworth Financial
California
$501K 3,143 – –
HIM
33
Hanlon Investment Management
New Jersey
$484K 3,033 -35 -1%
3LCM
34
3D/L Capital Management
Connecticut
$462K 2,898 +2,898 New
TRCT
35
Tower Research Capital (TRC)
New York
$445K 2,789 -1,570 -36%
ST
36
Sageworth Trust
Pennsylvania
$401K 2,512 -431 -15%
OIM
37
Orca Investment Management
Oregon
$346K 2,169 -177 -8%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$327K 2,050 – –
CAM
39
Cresset Asset Management
Illinois
$321K 2,012 – –
CB
40
CNB Bank
Pennsylvania
$319K 2,003 -75 -4%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$319K 2,000 – –
Bank of New York Mellon
42
Bank of New York Mellon
New York
$309K 1,935 – –
Bessemer Group
43
Bessemer Group
New Jersey
$303K 1,900 – –
CIA
44
Choate Investment Advisors
Massachusetts
$294K 1,845 – –
William Blair & Company
45
William Blair & Company
Illinois
$262K 1,641 – –
Creative Planning
46
Creative Planning
Kansas
$233K 1,459 – –
Lido Advisors
47
Lido Advisors
California
$231K 1,450 – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$162K 1,015 +368 +57%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$147K 922 +922 New
WPA
50
West Paces Advisors
Georgia
$142K 888 – –
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