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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

67 hedge funds and large institutions have $1.47B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
25
Closed
5
Calls
$46K
Puts
$449K
Net Calls
-$403K
Net Calls Change
-$407K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.1M
3
CFA
3
Capstone Financial Advisors
Illinois
$34.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
DY
5
Dowling & Yahnke
California
$1.33M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.31M
2
CP
2
Castleview Partners
Texas
$25K
3
LPL Financial
3
LPL Financial
California
$5.7M
4
Wells Fargo
4
Wells Fargo
California
$2.5M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.15M 6,574 -1,432 -18%
PNC
27
Park National Corp
Ohio
$1.08M 6,171 +607 +11%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.05M 6,033 +4,282 +245%
WA
29
Wealth Architects
California
$807K 4,636 -32 -0.7%
KAS
30
Kestra Advisory Services
Texas
$800K 4,593 +4,593 New
Bank of America
31
Bank of America
North Carolina
$748K 4,300 -36 -0.8%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$664K 3,815 – –
HIM
33
Hanlon Investment Management
New Jersey
$616K 3,536 +144 +4%
UCFA
34
United Capital Financial Advisors
Texas
$559K 3,210 -840 -21%
AF
35
Allworth Financial
California
$547K 3,143 – –
DBT
36
Dubuque Bank & Trust
Iowa
$530K 3,045 – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$482K 2,766 +2,039 +280%
3LCM
38
3D/L Capital Management
Connecticut
$480K 2,758 -68 -2%
ST
39
Sageworth Trust
Pennsylvania
$437K 2,512 – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$417K 2,352 – –
TRCT
41
Tower Research Capital (TRC)
New York
$386K 2,217 -1,461 -40%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$371K 2,132 -76 -3%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$357K 2,050 – –
OIM
44
Orca Investment Management
Oregon
$356K 2,042 – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$348K 2,000 – –
Bessemer Group
46
Bessemer Group
New Jersey
$331K 1,900 – –
SPC
47
Sigma Planning Corp
Michigan
$319K 1,829 -29 -2%
William Blair & Company
48
William Blair & Company
Illinois
$309K 1,774 +133 +8%
WA
49
Wealthstream Advisors
New York
$284K 1,629 +69 +4%
CB
50
CNB Bank
Pennsylvania
$282K 1,620 – –
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