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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

90 hedge funds and large institutions have $1.42B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 2 closing their positions.

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
33
Closed
2
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.9M
2
Comerica Bank
2
Comerica Bank
Texas
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M
4
BCA
4
Ballentine Capital Advisors
South Carolina
$2.73M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.1B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.28M
3
SAG
3
SageView Advisory Group
California
$33.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.8M
5
CRI
5
Colonial River Investments
Virginia
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.55M 8,488 – –
PO
27
Private Ocean
California
$1.3M 7,120 -425 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.28M 6,999 -41,786 -86%
KAS
29
Kestra Advisory Services
Texas
$1.24M 6,785 +157 +2%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.2M 6,592 -135 -2%
Goldman Sachs
31
Goldman Sachs
New York
$1.19M 6,511 -1,599 -20%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.1M 6,055 -6,173 -50%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 5,774 – –
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.05M 5,774 – –
GSB
35
Greenfield Savings Bank
Massachusetts
$1M 5,500 – –
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$935K 5,124 – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$874K 4,791 +528 +12%
Bank of America
38
Bank of America
North Carolina
$831K 4,556 -172 -4%
PNC
39
Park National Corp
Ohio
$777K 4,260 -45 -1%
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$774K 4,243 – –
HIM
41
Hanlon Investment Management
New Jersey
$745K 4,082 -439 -10%
KeyBank National Association
42
KeyBank National Association
Ohio
$673K 3,688 +3,688 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$646K 3,538 – –
AF
44
Allworth Financial
California
$557K 3,054 -89 -3%
HB
45
HTLF Bank
Colorado
$553K 3,031 +3,031 New
RJA
46
Raymond James & Associates
Florida
$538K 2,950 +235 +9%
BPA
47
Beacon Pointe Advisors
California
$529K 2,900 – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$475K 2,604 +2,000 +331%
ST
49
Sageworth Trust
Pennsylvania
$458K 2,512 – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$412K 2,243 -256 -10%
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