TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

75 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
13
Reduced
29
Closed
4
Calls
$59K
Puts
$4K
Net Calls
+$55K
Net Calls Change
+$29K

Top Buyers

1
CRI
1
Colonial River Investments
Virginia
$2.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$891K
5
LSA
5
L & S Advisors
California
$649K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.32M
3
RW
3
RVW Wealth
California
$15.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.62M
5
IFA
5
Interactive Financial Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$357K 2,276 +2,276 New
Bank of America
52
Bank of America
North Carolina
$347K 2,212 -28 -1%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$322K 2,050 +2,050 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$314K 2,000 – –
OIM
55
Orca Investment Management
Oregon
$305K 1,944 – –
Bessemer Group
56
Bessemer Group
New Jersey
$298K 1,900 – –
Lido Advisors
57
Lido Advisors
California
$291K 1,853 +403 +28%
EFMC
58
Empire Financial Management Company
New York
$291K 1,853 +1,853 New
SPC
59
Sigma Planning Corp
Michigan
$270K 1,724 +4 +0.2%
CIA
60
Choate Investment Advisors
Massachusetts
$253K 1,614 – –
SC
61
Savant Capital
Illinois
$250K 1,595 +1,595 New
Creative Planning
62
Creative Planning
Kansas
$229K 1,459 – –
William Blair & Company
63
William Blair & Company
Illinois
$167K 1,063 – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$165K 1,051 -668 -39%
GC
65
Garde Capital
Washington
$116K 739 – –
CB
66
CNB Bank
Pennsylvania
$101K 644 -36 -5%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$95K 604 -8 -1%
VCM
68
Versant Capital Management
Arizona
$94.1K 600 +600 New
WPA
69
West Paces Advisors
Georgia
$76.2K 486 – –
PA
70
PSI Advisors
Florida
$52K 332 +1 +0.3%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$31.5K 201 – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$31K 200 +200 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$26.3K 167,716 +3,900 +2%
POIA
74
Pin Oak Investment Advisors
Texas
$24K 150 – –
FFA
75
Farther Finance Advisors
California
$3.29K 21 +21 New
1 2
3
4