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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

67 hedge funds and large institutions have $1.15B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
16
Reduced
24
Closed
5
Calls
$52K
Puts
$18K
Net Calls
+$34K
Net Calls Change
+$399K

Top Buyers

1
RW
1
RVW Wealth
California
$20.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.94M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.3M
4
IFA
4
Interactive Financial Advisors
Illinois
$787K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$947M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$900K
4
QA
4
Quantitative Advantage
Minnesota
$25.6M
5
EA
5
Efficient Advisors
Ohio
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$900K 6,507 +7 +0.1%
PNC
27
Park National Corp
Ohio
$846K 6,117 -39 -0.6%
DY
28
Dowling & Yahnke
California
$792K 5,726 – –
IFA
29
Interactive Financial Advisors
Illinois
$787K 5,689 +5,584 +5,318%
GSB
30
Greenfield Savings Bank
Massachusetts
$761K 5,500 -726 -12%
TRCT
31
Tower Research Capital (TRC)
New York
$694K 5,022 +739 +17%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$634K 4,583 – –
TF
33
TIAA FSB
Florida
$587K 4,243 – –
HIM
34
Hanlon Investment Management
New Jersey
$534K 3,860 +27 +0.7%
WA
35
Wealth Architects
California
$532K 3,847 -582 -13%
AF
36
Allworth Financial
California
$435K 3,143 – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$432K 3,124 +800 +34%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$426K 3,078 -122 -4%
DBT
39
Dubuque Bank & Trust
Iowa
$419K 3,031 – –
Bank of America
40
Bank of America
North Carolina
$384K 2,776 -1,533 -36%
3LCM
41
3D/L Capital Management
Connecticut
$364K 2,634 -196 -7%
ST
42
Sageworth Trust
Pennsylvania
$347K 2,512 – –
NW
43
NewEdge Wealth
Pennsylvania
$283K 2,050 -1,118 -35%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$283K 2,050 – –
OIM
45
Orca Investment Management
Oregon
$282K 2,042 – –
WA
46
Wealthstream Advisors
New York
$281K 2,029 +4 +0.2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$277K 2,000 – –
Bessemer Group
48
Bessemer Group
New Jersey
$263K 1,900 – –
SPC
49
Sigma Planning Corp
Michigan
$239K 1,731 -32 -2%
CIA
50
Choate Investment Advisors
Massachusetts
$223K 1,614 – –
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2
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