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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

71 hedge funds and large institutions have $1.22B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
24
Closed
4
Calls
$35K
Puts
$400K
Net Calls
-$365K
Net Calls Change
+$38K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.36M
2
FTUS
2
Flow Traders U.S.
New York
$2.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M
4
GSB
4
Greenfield Savings Bank
Massachusetts
$904K
5
TF
5
TIAA FSB
Florida
$616K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
CFA
2
Capstone Financial Advisors
Illinois
$26.8M
3
RW
3
RVW Wealth
California
$13.5M
4
QA
4
Quantitative Advantage
Minnesota
$28.1M
5
EA
5
Efficient Advisors
Ohio
$21.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$966K 6,653 +2,060 +45%
IWC
27
Integrated Wealth Concepts
Massachusetts
$944K 6,500 -74 -1%
GSB
28
Greenfield Savings Bank
Massachusetts
$904K 6,226 +6,226 New
PNC
29
Park National Corp
Ohio
$894K 6,156 -15 -0.2%
DY
30
Dowling & Yahnke
California
$832K 5,726 -1,900 -25%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$666K 4,583 -1,450 -24%
WA
32
Wealth Architects
California
$643K 4,429 -207 -4%
Bank of America
33
Bank of America
North Carolina
$626K 4,309 +9 +0.2%
TRCT
34
Tower Research Capital (TRC)
New York
$622K 4,283 +2,066 +93%
TF
35
TIAA FSB
Florida
$616K 4,243 +4,243 New
HIM
36
Hanlon Investment Management
New Jersey
$557K 3,833 +297 +8%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$465K 3,200 -615 -16%
NW
38
NewEdge Wealth
Pennsylvania
$460K 3,168 +3,168 New
AF
39
Allworth Financial
California
$456K 3,143 – –
DBT
40
Dubuque Bank & Trust
Iowa
$440K 3,031 -14 -0.5%
3LCM
41
3D/L Capital Management
Connecticut
$411K 2,830 +72 +3%
ST
42
Sageworth Trust
Pennsylvania
$365K 2,512 – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$337K 2,324 +192 +9%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$328K 2,260 -506 -18%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$298K 2,050 – –
OIM
46
Orca Investment Management
Oregon
$297K 2,042 – –
WA
47
Wealthstream Advisors
New York
$294K 2,025 +396 +24%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$290K 2,000 – –
Bessemer Group
49
Bessemer Group
New Jersey
$276K 1,900 – –
SPC
50
Sigma Planning Corp
Michigan
$256K 1,763 -66 -4%
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