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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

7% more funds holding

Funds holding: 91 → 97 (+6)

2% more capital invested

Capital invested by funds: $1.56B → $1.59B (+$28.7M)

0.92% more ownership

Funds ownership: 91.57% → 92.49% (+0.92%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.28%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.27M
3
FMI
F/M Investments
District of Columbia
+$1.22M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.03M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
CFA
Capstone Financial Advisors
Illinois
-$2.13M
2
EA
Efficient Advisors
Ohio
-$2.08M
3
Northern Trust
Northern Trust
Illinois
-$1.66M
4
FTUS
Flow Traders U.S.
New York
-$1.56M
5
SAG
SageView Advisory Group
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$1.53M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.5M -$471K -2,152 -24%
Bank of America
28
Bank of America
North Carolina
$1.5M +$59.6K +272 +4%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$3.28K +15 +0.2%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.46M +$134K +612 +10%
WANY
31
Wealthspire Advisors (New York)
New York
$1.42M -$1.44M -6,593 -50%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.36M +$202K +923 +17%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.25M – – –
FMI
34
F/M Investments
District of Columbia
$1.2M +$1.22M +5,560 New
GSB
35
Greenfield Savings Bank
Massachusetts
$1.19M – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.15M -$62.4K -285 -5%
TCBWMS
37
Texas Capital Bank Wealth Management Services
Texas
$1.1M – – –
Goldman Sachs
38
Goldman Sachs
New York
$1.08M -$330K -1,506 -23%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.03M -$77.1K -352 -7%
HIM
40
Hanlon Investment Management
New Jersey
$969K -$102K -464 -9%
Jane Street
41
Jane Street
New York
$942K -$146K -668 -13%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$916K – – –
Lido Advisors
43
Lido Advisors
California
$874K – – –
PNC
44
Park National Corp
Ohio
$771K -$155K -707 -17%
PMFA
45
Plante Moran Financial Advisors
Michigan
$764K – – –
KeyBank National Association
46
KeyBank National Association
Ohio
$710K – – –
AF
47
Allworth Financial
California
$685K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$673K -$3.5K -16 -0.5%
HB
49
HTLF Bank
Colorado
$634K -$20.8K -95 -3%
ZIM
50
Zacks Investment Management
Illinois
$627K +$876 +4 +0.1%
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TILT Hedge Fund Activity: Q4 2024 in Review

97 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q4 2024, worth a combined $1.59B — up 1.8% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TILT positions and 3 closed out — a net gain of 8 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Capstone Financial Advisors, cutting an estimated $2.13M.

  • 97 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $1.59B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q4 2024 and 3 closed out, a net change of +8 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q4 2024 was Morgan Stanley, an estimated $5.8M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q4 2024 was Capstone Financial Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.