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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

69 hedge funds and large institutions have $1.26B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
11
Reduced
27
Closed
5
Calls
$30K
Puts
$4K
Net Calls
+$26K
Net Calls Change
-$8K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$32M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.21M
3
GA
3
Goldstein Advisors
Wisconsin
$2.26M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.47M
5
PCA
5
Prosperity Capital Advisors
Ohio
$1.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1B
2
RW
2
RVW Wealth
California
$17.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.38M 9,320 -94 -1%
PCA
27
Prosperity Capital Advisors
Ohio
$1.2M 8,058 +8,058 New
PO
28
Private Ocean
California
$1.19M 8,040 +1 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.1M 7,364 -15,170 -67%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.02M 6,853 +346 +5%
KAS
31
Kestra Advisory Services
Texas
$1M 6,737 -111 -2%
Goldman Sachs
32
Goldman Sachs
New York
$968K 6,511 – –
PNC
33
Park National Corp
Ohio
$841K 5,661 -456 -7%
GSB
34
Greenfield Savings Bank
Massachusetts
$817K 5,500 – –
IFA
35
Interactive Financial Advisors
Illinois
$769K 5,172 -517 -9%
Citadel Advisors
36
Citadel Advisors
Florida
$762K 5,126 +5,126 New
TF
37
TIAA FSB
Florida
$631K 4,243 – –
HIM
38
Hanlon Investment Management
New Jersey
$594K 3,994 +134 +3%
WA
39
Wealth Architects
California
$572K 3,851 +4 +0.1%
TRCT
40
Tower Research Capital (TRC)
New York
$556K 3,745 -1,277 -25%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$555K 3,735 +611 +20%
PMFA
42
Plante Moran Financial Advisors
Michigan
$526K 3,538 +3,538 New
AF
43
Allworth Financial
California
$467K 3,143 – –
USCWA
44
U.S. Capital Wealth Advisors
Texas
$457K 3,078 – –
DBT
45
Dubuque Bank & Trust
Iowa
$450K 3,031 – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$400K 2,608 -250 -9%
ST
47
Sageworth Trust
Pennsylvania
$373K 2,512 – –
Bank of America
48
Bank of America
North Carolina
$333K 2,240 -536 -19%
3LCM
49
3D/L Capital Management
Connecticut
$303K 2,037 -597 -23%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$297K 2,000 – –
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