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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

81 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
29
Closed
2
Calls
$101K
Puts
–
Net Calls
+$101K
Net Calls Change
+$85K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$940K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.99M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$835K
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$691K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.94M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$326K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
26
Bridges Investment Management
Nebraska
$1.71M 10,496 – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.38M 8,488 -707 -8%
Goldman Sachs
28
Goldman Sachs
New York
$1.32M 8,110 +1,599 +25%
PO
29
Private Ocean
California
$1.23M 7,545 – –
FTUS
30
Flow Traders U.S.
New York
$1.18M 7,237 +320 +5%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.1M 6,727 +6 +0.1%
KAS
32
Kestra Advisory Services
Texas
$1.08M 6,628 -246 -4%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$940K 5,774 +5,774 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$940K 5,774 +3,774 +189%
GSB
35
Greenfield Savings Bank
Massachusetts
$896K 5,500 – –
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$835K 5,124 +5,124 New
Bank of America
37
Bank of America
North Carolina
$770K 4,728 +116 +3%
HIM
38
Hanlon Investment Management
New Jersey
$736K 4,521 -81 -2%
PNC
39
Park National Corp
Ohio
$701K 4,305 -312 -7%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$694K 4,263 +607 +17%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$691K 4,243 +4,243 New
TRCT
42
Tower Research Capital (TRC)
New York
$579K 3,554 +1,314 +59%
PMFA
43
Plante Moran Financial Advisors
Michigan
$576K 3,538 – –
Citadel Advisors
44
Citadel Advisors
Florida
$515K 3,159 +3,159 New
AF
45
Allworth Financial
California
$512K 3,143 – –
DBT
46
Dubuque Bank & Trust
Iowa
$494K 3,031 – –
BPA
47
Beacon Pointe Advisors
California
$472K 2,900 +2,900 New
RJA
48
Raymond James & Associates
Florida
$442K 2,715 +2,715 New
USCWA
49
U.S. Capital Wealth Advisors
Texas
$437K 2,682 -141 -5%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$430K 2,499 -59 -2%
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