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FlexShares Morningstar US Market Factors Tilt Index Fund

96 hedge funds and large institutions have $1.56B 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, 34 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% 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
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
51
Allworth Financial
California
$582K 2,596 -458 -15%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$557K 2,486 -975 -28%
KPP
53
Kings Path Partners
Texas
$544K 2,430 -112 -4%
FTUS
54
Flow Traders U.S.
New York
$499K 2,229 -886 -28%
ESB
55
Essex Savings Bank
Connecticut
$458K 2,045
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$437K 1,952 -119 -6%
AC
57
AWM Capital
Arizona
$436K 1,946
WA
58
Wealth Architects
California
$378K 1,686
Creative Planning
59
Creative Planning
Kansas
$372K 1,662
OIM
60
Orca Investment Management
Oregon
$350K 1,561 -174 -10%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$332K 1,480
Cerity Partners
62
Cerity Partners
New York
$314K 1,400
TRCT
63
Tower Research Capital (TRC)
New York
$310K 1,385 -942 -40%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$306K 1,367
EFMC
65
Empire Financial Management Company
New York
$271K 1,210
M&T Bank
66
M&T Bank
New York
$268K 1,198 -93 -7%
CIA
67
Choate Investment Advisors
Massachusetts
$255K 1,140
LSA
68
L & S Advisors
California
$237K 1,059
Ameriprise
69
Ameriprise
Minnesota
$230K 1,026 +1,026 New
William Blair & Company
70
William Blair & Company
Illinois
$213K 949
Fidelity Investments
71
Fidelity Investments
Massachusetts
$193K 860 -25 -3%
GC
72
Garde Capital
Washington
$166K 739
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$164K 732
TCA
74
Trifecta Capital Advisors
Illinois
$160K 713 -110 -13%
CB
75
CNB Bank
Pennsylvania
$144K 644