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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

103 hedge funds and large institutions have $1.5B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 97 → 103 (+6)

0.54% more ownership

Funds ownership: 92.49% → 93.02% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $1.59B → $1.5B (-$85.5M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
19
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M
2
Northern Trust
Northern Trust
Illinois
+$1.86M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M
4
Mariner
Mariner
Kansas
+$781K
5
LPL Financial
LPL Financial
California
+$769K

Top Sellers

1
SAG
SageView Advisory Group
California
-$13M
2
EA
Efficient Advisors
Ohio
-$1.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
4
RW
RVW Wealth
California
-$679K
5
CFA
Capstone Financial Advisors
Illinois
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.63M +$256K +1,183 +17%
Comerica Bank
27
Comerica Bank
Texas
$1.46M -$217 -1 -0%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$19.3K +89 +1%
WANY
29
Wealthspire Advisors (New York)
New York
$1.36M – – –
KAS
30
Kestra Advisory Services
Texas
$1.32M -$300K -1,384 -18%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.3M +$4.33K +20 +0.3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$109K +505 +9%
Bank of America
33
Bank of America
North Carolina
$1.28M -$152K -703 -10%
FMI
34
F/M Investments
District of Columbia
$1.14M – – –
GSB
35
Greenfield Savings Bank
Massachusetts
$1.13M – – –
TCBWMS
36
Texas Capital Bank Wealth Management Services
Texas
$1.05M – – –
Goldman Sachs
37
Goldman Sachs
New York
$950K -$84.3K -389 -8%
TIAA Trust, National Association
38
TIAA Trust, National Association
North Carolina
$873K – – –
Jane Street
39
Jane Street
New York
$861K -$38.8K -179 -4%
Lido Advisors
40
Lido Advisors
California
$832K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$827K -$280K -1,291 -24%
HIM
42
Hanlon Investment Management
New Jersey
$754K -$177K -818 -18%
Mariner
43
Mariner
Kansas
$741K +$781K +3,603 New
PMFA
44
Plante Moran Financial Advisors
Michigan
$728K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$712K -$284K -1,308 -27%
KeyBank National Association
46
KeyBank National Association
Ohio
$676K – – –
PNC
47
Park National Corp
Ohio
$673K -$64.6K -298 -8%
FTUS
48
Flow Traders U.S.
New York
$641K +$675K +3,115 New
FIM
49
Freedom Investment Management
Connecticut
$619K +$50.3K +232 +8%
AF
50
Allworth Financial
California
$611K – – –
1
2
3 4 5

TILT Hedge Fund Activity: Q1 2025 in Review

103 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2025, worth a combined $1.5B — down 5.4% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TILT positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was SageView Advisory Group, cutting an estimated $13M.

  • 103 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2025, up from 97 in Q4 2024.
  • Funds reported $1.5B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 12 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.97M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2025 was SageView Advisory Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.