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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

67 hedge funds and large institutions have $1.47B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
25
Closed
5
Calls
$46K
Puts
$449K
Net Calls
-$403K
Net Calls Change
-$407K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.1M
3
CFA
3
Capstone Financial Advisors
Illinois
$34.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
DY
5
Dowling & Yahnke
California
$1.33M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.31M
2
CP
2
Castleview Partners
Texas
$25K
3
LPL Financial
3
LPL Financial
California
$5.7M
4
Wells Fargo
4
Wells Fargo
California
$2.5M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Choate Investment Advisors
Massachusetts
$281K 1,614 – –
CA
52
CoreCap Advisors
Michigan
$274K 1,576 +643 +69%
QCG
53
Quadrant Capital Group
Ohio
$270K 1,552 +1,552 New
Creative Planning
54
Creative Planning
Kansas
$254K 1,459 – –
Lido Advisors
55
Lido Advisors
California
$252K 1,450 – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$179K 1,028 -7 -0.7%
GC
57
Garde Capital
Washington
$129K 739 – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$107K 612 -310 -34%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$103K 593 – –
WPA
60
West Paces Advisors
Georgia
$84.6K 486 -285 -37%
TFGT
61
TS Financial Group (TSFG)
Illinois
$61K 350 – –
PA
62
PSI Advisors
Florida
$57K 328 +1 +0.3%
POIA
63
Pin Oak Investment Advisors
Texas
$26K 150 – –
CP
64
Castleview Partners
Texas
$25K 148 -21,195 -99%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$17K 100 +100 New
HFA
66
HC Financial Advisors
California
$10K 56 – –
AssetMark Inc
67
AssetMark Inc
California
$1K 4 +4 New
CFGS
68
Concourse Financial Group Securities
Alabama
– – -7,329 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– – -6,458 Closed
FTUS
70
Flow Traders U.S.
New York
– – -3,789 Closed
ACM
71
Absolute Capital Management
Pennsylvania
– – -30 Closed
MP
72
McDonald Partners
Ohio
– – -30 Closed
Simplex Trading
73
Simplex Trading
Illinois
– – – –
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