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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

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.

New
Increased
Maintained
Reduced
Closed

1,375% more call options, than puts

Call options by funds: $59K | Put options by funds: $4K

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

9% more funds holding

Funds holding: 69 → 75 (+6)

2% more capital invested

Capital invested by funds: $1.26B → $1.28B (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.12% less ownership

Funds ownership: 92% → 91.88% (-0.12%)

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

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
Colonial River Investments
Virginia
+$2.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$907K
4
HighTower Advisors
HighTower Advisors
Illinois
+$886K
5
LSA
L & S Advisors
California
+$646K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$20.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.38M
3
RW
RVW Wealth
California
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.26M
5
IFA
Interactive Financial Advisors
Illinois
-$769K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$357K +$355K +2,276 New
Bank of America
52
Bank of America
North Carolina
$347K -$4.37K -28 -1%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$322K +$320K +2,050 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$314K – – –
OIM
55
Orca Investment Management
Oregon
$305K – – –
Bessemer Group
56
Bessemer Group
New Jersey
$298K – – –
Lido Advisors
57
Lido Advisors
California
$291K +$62.9K +403 +28%
EFMC
58
Empire Financial Management Company
New York
$291K +$289K +1,853 New
SPC
59
Sigma Planning Corp
Michigan
$270K +$624 +4 +0.2%
CIA
60
Choate Investment Advisors
Massachusetts
$253K – – –
SC
61
Savant Capital
Illinois
$250K +$249K +1,595 New
Creative Planning
62
Creative Planning
Kansas
$229K – – –
William Blair & Company
63
William Blair & Company
Illinois
$167K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$165K -$104K -668 -39%
GC
65
Garde Capital
Washington
$116K – – –
CB
66
CNB Bank
Pennsylvania
$101K -$5.62K -36 -5%
JP Morgan Chase
67
JP Morgan Chase
New York
$95K -$1.25K -8 -1%
VCM
68
Versant Capital Management
Arizona
$94.1K +$93.6K +600 New
WPA
69
West Paces Advisors
Georgia
$76.2K – – –
PA
70
PSI Advisors
Florida
$52K +$156 +1 +0.3%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$31.5K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$31K +$31.2K +200 New
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$26.3K +$608K +3,900 +2%
POIA
74
Pin Oak Investment Advisors
Texas
$24K – – –
FFA
75
Farther Finance Advisors
California
$3.29K +$3.28K +21 New
1 2
3
4

TILT Hedge Fund Activity: Q1 2023 in Review

75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2023, worth a combined $1.28B — up 1.6% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TILT positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 29 trimmed.

The largest buyer was Colonial River Investments, opening a new position worth an estimated $2.32M. The largest seller was Northern Trust, cutting an estimated $20.8M.

  • 75 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $1.28B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2023 and 4 closed out, a net change of +7 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2023 was Colonial River Investments, an estimated $2.32M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2023 was Northern Trust, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2023.