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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

97 hedge funds and large institutions have $1.59B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
TWA
2
Trace Wealth Advisors
California
$5.28M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
FMI
5
F/M Investments
District of Columbia
$1.2M

Top Sellers

1
CFA
1
Capstone Financial Advisors
Illinois
$33.1M
2
EA
2
Efficient Advisors
Ohio
$8.85M
3
Northern Trust
3
Northern Trust
Illinois
$1.31B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SAG
5
SageView Advisory Group
California
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$1.53M 7,080 – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.5M 6,946 -2,152 -24%
Bank of America
28
Bank of America
North Carolina
$1.5M 6,930 +272 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.47M 6,784 +15 +0.2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.46M 6,761 +612 +10%
WANY
31
Wealthspire Advisors (New York)
New York
$1.42M 6,592 -6,593 -50%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.36M 6,320 +923 +17%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.25M 5,774 – –
FMI
34
F/M Investments
District of Columbia
$1.2M 5,560 +5,560 New
GSB
35
Greenfield Savings Bank
Massachusetts
$1.19M 5,500 – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.15M 5,309 -285 -5%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$1.1M 5,115 – –
Goldman Sachs
38
Goldman Sachs
New York
$1.08M 5,005 -1,506 -23%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.03M 4,769 -352 -7%
HIM
40
Hanlon Investment Management
New Jersey
$969K 4,485 -464 -9%
Jane Street
41
Jane Street
New York
$942K 4,362 -668 -13%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$916K 4,243 – –
Lido Advisors
43
Lido Advisors
California
$874K 4,045 – –
PNC
44
Park National Corp
Ohio
$771K 3,569 -707 -17%
PMFA
45
Plante Moran Financial Advisors
Michigan
$764K 3,538 – –
KeyBank National Association
46
KeyBank National Association
Ohio
$710K 3,288 – –
AF
47
Allworth Financial
California
$685K 3,054 – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$673K 3,118 -16 -0.5%
HB
49
HTLF Bank
Colorado
$634K 2,936 -95 -3%
ZIM
50
Zacks Investment Management
Illinois
$627K 2,904 +4 +0.1%
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