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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

98 hedge funds and large institutions have $1.57B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.5B → $1.57B (+$63.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.08% less ownership

Funds ownership: 93.02% → 91.94% (-1.1%)

5% less funds holding

Funds holding: 103 → 98 (-5)

53% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 36

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ST
Sageworth Trust
Pennsylvania
+$14.2M
2
CFA
Capstone Financial Advisors
Illinois
+$7.88M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.17M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.02M
5
Morgan Stanley
Morgan Stanley
New York
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$89.4M
2
SB
Strategic Blueprint
Georgia
-$4.18M
3
SAG
SageView Advisory Group
California
-$3.17M
4
EA
Efficient Advisors
Ohio
-$2.12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
Bridges Investment Management
Nebraska
$2.31M -$45K -216 -2%
Raymond James Financial
27
Raymond James Financial
Florida
$2.09M -$500K -2,399 -20%
DWS
28
Discipline Wealth Solutions
South Carolina
$1.81M +$1.31M +6,303 +357%
Comerica Bank
29
Comerica Bank
Texas
$1.59M – – –
Jane Street
30
Jane Street
New York
$1.48M +$509K +2,446 +58%
WANY
31
Wealthspire Advisors (New York)
New York
$1.48M – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.46M +$33.1K +159 +3%
Bank of America
33
Bank of America
North Carolina
$1.37M -$21K -101 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$171K -820 -12%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.35M -$72.9K -350 -6%
KAS
36
Kestra Advisory Services
Texas
$1.3M -$121K -582 -9%
GSB
37
Greenfield Savings Bank
Massachusetts
$1.23M – – –
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.09M -$47.9K -230 -4%
Goldman Sachs
39
Goldman Sachs
New York
$1.03M – – –
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$950K – – –
Lido Advisors
41
Lido Advisors
California
$906K – – –
FMI
42
F/M Investments
District of Columbia
$884K -$336K -1,613 -29%
Osaic Holdings
43
Osaic Holdings
Arizona
$823K -$72.1K -346 -9%
PMFA
44
Plante Moran Financial Advisors
Michigan
$793K – – –
KeyBank National Association
45
KeyBank National Association
Ohio
$737K – – –
FIM
46
Freedom Investment Management
Connecticut
$708K +$31.7K +152 +5%
HIM
47
Hanlon Investment Management
New Jersey
$688K -$124K -594 -16%
PNC
48
Park National Corp
Ohio
$659K -$68.1K -327 -10%
ZIM
49
Zacks Investment Management
Illinois
$650K – – –
CMMS
50
Comprehensive Money Management Services
Florida
$640K – – –
1
2
3 4 5

TILT Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2025, worth a combined $1.57B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TILT and 4 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 17 added.

The largest buyer was Sageworth Trust, adding an estimated $14.2M. The largest seller was Northern Trust, cutting an estimated $89.4M.

  • 98 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $1.57B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2025 and 9 closed out, a net change of -5 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2025 was Sageworth Trust, an estimated $14.2M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2025 was Northern Trust, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2025.