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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

99 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, 18 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
Sageworth Trust
Pennsylvania
$15.8M
2
CFA
Capstone Financial Advisors
Illinois
$42.4M
3
Citadel Advisors
Citadel Advisors
Florida
$6.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.1M
5
Morgan Stanley
Morgan Stanley
New York
$40.6M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.26B
2
SB
Strategic Blueprint
Georgia
$0
3
SAG
SageView Advisory Group
California
$15.3M
4
EA
Efficient Advisors
Ohio
$4.99M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
Bridges Investment Management
Nebraska
$2.31M -$48.4K -216 -2%
Raymond James Financial
27
Raymond James Financial
Florida
$2.09M -$537K -2,399 -20%
DWS
28
Discipline Wealth Solutions
South Carolina
$1.81M +$1.41M +6,303 +357%
Comerica Bank
29
Comerica Bank
Texas
$1.59M – – –
Jane Street
30
Jane Street
New York
$1.48M +$548K +2,446 +58%
WANY
31
Wealthspire Advisors (New York)
New York
$1.48M – – –
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.46M +$35.6K +159 +3%
Bank of America
33
Bank of America
North Carolina
$1.37M -$22.6K -101 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.36M -$184K -820 -12%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.35M -$79.8K -350 -6%
KAS
36
Kestra Advisory Services
Texas
$1.3M -$130K -582 -9%
GSB
37
Greenfield Savings Bank
Massachusetts
$1.23M – – –
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.09M -$51.5K -230 -4%
Goldman Sachs
39
Goldman Sachs
New York
$1.03M – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$997K +$130K +600 +15%
TIAA Trust, National Association
41
TIAA Trust, National Association
North Carolina
$950K – – –
Lido Advisors
42
Lido Advisors
California
$906K – – –
FMI
43
F/M Investments
District of Columbia
$884K -$361K -1,613 -29%
PMFA
44
Plante Moran Financial Advisors
Michigan
$793K – – –
KeyBank National Association
45
KeyBank National Association
Ohio
$737K – – –
FIM
46
Freedom Investment Management
Connecticut
$708K +$34K +152 +5%
HIM
47
Hanlon Investment Management
New Jersey
$688K -$133K -594 -16%
PNC
48
Park National Corp
Ohio
$659K -$73.3K -327 -10%
ZIM
49
Zacks Investment Management
Illinois
$650K – – –
CMMS
50
Comprehensive Money Management Services
Florida
$640K – – –
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