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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

75 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
13
Reduced
29
Closed
4
Calls
$59K
Puts
$4K
Net Calls
+$55K
Net Calls Change
+$29K

Top Buyers

1
CRI
1
Colonial River Investments
Virginia
$2.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$891K
5
LSA
5
L & S Advisors
California
$649K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.32M
3
RW
3
RVW Wealth
California
$15.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.62M
5
IFA
5
Interactive Financial Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.32M 8,430 -28,097 -77%
PO
27
Private Ocean
California
$1.18M 7,545 -495 -6%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.15M 7,316 -2,584 -26%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.06M 6,752 -101 -1%
KAS
30
Kestra Advisory Services
Texas
$1.04M 6,642 -95 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.04M 6,606 -758 -10%
Goldman Sachs
32
Goldman Sachs
New York
$1.02M 6,511 – –
HighTower Advisors
33
HighTower Advisors
Illinois
$891K 5,680 +5,680 New
PCA
34
Prosperity Capital Advisors
Ohio
$865K 5,513 -2,545 -32%
GSB
35
Greenfield Savings Bank
Massachusetts
$863K 5,500 – –
PNC
36
Park National Corp
Ohio
$783K 4,993 -668 -12%
HIM
37
Hanlon Investment Management
New Jersey
$703K 4,483 +489 +12%
TF
38
TIAA FSB
Florida
$665K 4,243 – –
LSA
39
L & S Advisors
California
$649K 4,141 +4,141 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$600K 3,823 +88 +2%
WA
41
Wealth Architects
California
$593K 3,778 -73 -2%
PMFA
42
Plante Moran Financial Advisors
Michigan
$555K 3,538 – –
AF
43
Allworth Financial
California
$493K 3,143 – –
USCWA
44
U.S. Capital Wealth Advisors
Texas
$483K 3,078 – –
DBT
45
Dubuque Bank & Trust
Iowa
$475K 3,031 – –
BPA
46
Beacon Pointe Advisors
California
$455K 2,900 +2,900 New
TRCT
47
Tower Research Capital (TRC)
New York
$443K 2,824 -921 -25%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$424K 2,608 – –
ST
49
Sageworth Trust
Pennsylvania
$394K 2,512 – –
3LCM
50
3D/L Capital Management
Connecticut
$374K 2,384 +347 +17%
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