TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

92 hedge funds and large institutions have $1.48B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
29
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$14K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.21B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
ZIM
4
Zacks Investment Management
Illinois
$1.05M
5
Bessemer Group
5
Bessemer Group
New Jersey
$720K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$852K
2
SAG
2
SageView Advisory Group
California
$31.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
EA
5
Efficient Advisors
Ohio
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$1.41M 7,080 – –
Osaic Holdings
27
Osaic Holdings
Arizona
$1.39M 6,933 +1,044 +18%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.36M 6,800 +1 +0%
Bank of America
29
Bank of America
North Carolina
$1.33M 6,660 +2,295 +53%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.33M 6,637 +691 +12%
PO
31
Private Ocean
California
$1.32M 6,592 – –
Goldman Sachs
32
Goldman Sachs
New York
$1.3M 6,511 – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.22M 6,084 +1,162 +24%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.15M 5,774 – –
GSB
35
Greenfield Savings Bank
Massachusetts
$1.1M 5,500 – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.09M 5,431 -626 -10%
ZIM
37
Zacks Investment Management
Illinois
$1.05M 5,250 +5,250 New
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.02M 5,115 – –
HIM
39
Hanlon Investment Management
New Jersey
$935K 4,680 +481 +11%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$852K 4,263 -182,248 -98%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$848K 4,243 – –
PNC
42
Park National Corp
Ohio
$846K 4,232 -11 -0.3%
Bessemer Group
43
Bessemer Group
New Jersey
$720K 3,605 +3,605 New
PMFA
44
Plante Moran Financial Advisors
Michigan
$707K 3,538 – –
KeyBank National Association
45
KeyBank National Association
Ohio
$657K 3,288 – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$647K 3,230 +987 +44%
AF
47
Allworth Financial
California
$624K 3,054 – –
HB
48
HTLF Bank
Colorado
$606K 3,031 – –
KPP
49
Kings Path Partners
Texas
$591K 2,955 +2,955 New
RJA
50
Raymond James & Associates
Florida
$565K 2,825 -140 -5%
1
2
3 4