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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

69 hedge funds and large institutions have $1.26B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
11
Reduced
27
Closed
5
Calls
$30K
Puts
$4K
Net Calls
+$26K
Net Calls Change
-$8K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$32M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.21M
3
GA
3
Goldstein Advisors
Wisconsin
$2.26M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.47M
5
PCA
5
Prosperity Capital Advisors
Ohio
$1.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1B
2
RW
2
RVW Wealth
California
$17.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
51
Orca Investment Management
Oregon
$289K 1,944 -98 -5%
Bessemer Group
52
Bessemer Group
New Jersey
$282K 1,900 – –
SPC
53
Sigma Planning Corp
Michigan
$256K 1,720 -11 -0.6%
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$255K 1,719 +463 +37%
CIA
55
Choate Investment Advisors
Massachusetts
$240K 1,614 – –
Creative Planning
56
Creative Planning
Kansas
$217K 1,459 – –
Lido Advisors
57
Lido Advisors
California
$215K 1,450 – –
William Blair & Company
58
William Blair & Company
Illinois
$158K 1,063 – –
AssetMark Inc
59
AssetMark Inc
California
$153K 1,029 +1,029 New
GC
60
Garde Capital
Washington
$110K 739 – –
CB
61
CNB Bank
Pennsylvania
$101K 680 – –
CA
62
CoreCap Advisors
Michigan
$91.5K 616 +616 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$91K 612 – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$88K 593 – –
WPA
65
West Paces Advisors
Georgia
$72.2K 486 – –
TFGT
66
TS Financial Group (TSFG)
Illinois
$52K 350 – –
PA
67
PSI Advisors
Florida
$49.2K 331 +1 +0.3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$29.9K 201 -11 -5%
POIA
69
Pin Oak Investment Advisors
Texas
$22K 150 – –
NW
70
NewEdge Wealth
Pennsylvania
– – -2,050 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
– – -2,050 Closed
ACM
72
Absolute Capital Management
Pennsylvania
– – -210 Closed
HI
73
Harbour Investments
Wisconsin
– – -77 Closed
CP
74
Castleview Partners
Texas
– – -22 Closed
Simplex Trading
75
Simplex Trading
Illinois
– – – –
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3
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