TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

63 hedge funds and large institutions have $1.6B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
13
Reduced
19
Closed
4
Calls
$15K
Puts
$40K
Net Calls
-$25K
Net Calls Change
-$13K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.34B
2
Wells Fargo
2
Wells Fargo
California
$8.2M
3
FTUS
3
Flow Traders U.S.
New York
$3.79M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.9M
5
QA
5
Quantitative Advantage
Minnesota
$32.8M

Top Sellers

1
CFA
1
Capstone Financial Advisors
Illinois
$32.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
EA
3
Efficient Advisors
Ohio
$28.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$456K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
26
Park National Corp
Ohio
$959K 5,633 -46 -0.8%
WA
27
Wealth Architects
California
$883K 5,185 +544 +12%
Morgan Stanley
28
Morgan Stanley
New York
$740K 4,346 -1,542 -26%
UCFA
29
United Capital Financial Advisors
Texas
$690K 4,050 – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$572K 3,358 – –
HIM
31
Hanlon Investment Management
New Jersey
$561K 3,292 +259 +9%
AF
32
Allworth Financial
California
$535K 3,143 – –
DBT
33
Dubuque Bank & Trust
Iowa
$519K 3,045 -200 -6%
3LCM
34
3D/L Capital Management
Connecticut
$483K 2,833 -65 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$456K 2,679 -3,932 -59%
ST
36
Sageworth Trust
Pennsylvania
$428K 2,512 – –
TRCT
37
Tower Research Capital (TRC)
New York
$405K 2,379 -410 -15%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$392K 2,302 +2,302 New
OIM
39
Orca Investment Management
Oregon
$369K 2,169 – –
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$349K 2,050 – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$341K 2,000 – –
Bank of New York Mellon
42
Bank of New York Mellon
New York
$330K 1,935 – –
Bessemer Group
43
Bessemer Group
New Jersey
$324K 1,900 – –
CB
44
CNB Bank
Pennsylvania
$318K 1,865 -138 -7%
William Blair & Company
45
William Blair & Company
Illinois
$279K 1,641 – –
CIA
46
Choate Investment Advisors
Massachusetts
$275K 1,614 -231 -13%
Creative Planning
47
Creative Planning
Kansas
$248K 1,459 – –
Lido Advisors
48
Lido Advisors
California
$247K 1,450 – –
IFA
49
Interactive Financial Advisors
Illinois
$245K 1,441 +1,441 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$178K 1,047 +32 +3%
1
2
3