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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

76 hedge funds and large institutions have $1.35B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
26
Closed
4
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$39K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.55M
4
FTUS
4
Flow Traders U.S.
New York
$1.17M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.08M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.07B
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RW
3
RVW Wealth
California
$15.4M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.22M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.65M 9,780 -8,504 -47%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.55M 9,195 +97 +1%
PO
28
Private Ocean
California
$1.27M 7,545 – –
FTUS
29
Flow Traders U.S.
New York
$1.17M 6,917 +6,917 New
KAS
30
Kestra Advisory Services
Texas
$1.16M 6,874 +232 +3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.13M 6,721 -31 -0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.13M 6,718 +112 +2%
Goldman Sachs
33
Goldman Sachs
New York
$1.1M 6,511 – –
GSB
34
Greenfield Savings Bank
Massachusetts
$927K 5,500 – –
PNC
35
Park National Corp
Ohio
$778K 4,617 -376 -8%
Bank of America
36
Bank of America
North Carolina
$777K 4,612 +2,400 +108%
HIM
37
Hanlon Investment Management
New Jersey
$776K 4,602 +119 +3%
TF
38
TIAA FSB
Florida
$715K 4,243 – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$616K 3,656 -167 -4%
PMFA
40
Plante Moran Financial Advisors
Michigan
$596K 3,538 – –
WA
41
Wealth Architects
California
$542K 3,218 -560 -15%
AF
42
Allworth Financial
California
$530K 3,143 – –
LSA
43
L & S Advisors
California
$514K 3,051 -1,090 -26%
DBT
44
Dubuque Bank & Trust
Iowa
$511K 3,031 – –
USCWA
45
U.S. Capital Wealth Advisors
Texas
$476K 2,823 -255 -8%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$432K 2,558 -50 -2%
PCA
47
Prosperity Capital Advisors
Ohio
$425K 2,519 -2,994 -54%
ST
48
Sageworth Trust
Pennsylvania
$423K 2,512 – –
3LCM
49
3D/L Capital Management
Connecticut
$402K 2,386 +2 +0.1%
TRCT
50
Tower Research Capital (TRC)
New York
$378K 2,240 -584 -21%
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