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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

76 hedge funds and large institutions have $1.35B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
26
Closed
4
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$39K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.55M
4
FTUS
4
Flow Traders U.S.
New York
$1.17M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.08M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.07B
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RW
3
RVW Wealth
California
$15.4M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.22M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Choate Investment Advisors
Massachusetts
$356K 2,114 +500 +31%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$337K 2,000 – –
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$329K 1,950 -100 -5%
OIM
54
Orca Investment Management
Oregon
$328K 1,944 – –
Bessemer Group
55
Bessemer Group
New Jersey
$320K 1,900 – –
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$320K 7,974 +6,923 +659%
Lido Advisors
57
Lido Advisors
California
$312K 1,853 – –
EFMC
58
Empire Financial Management Company
New York
$279K 1,654 -199 -11%
SC
59
Savant Capital
Illinois
$269K 1,595 – –
Creative Planning
60
Creative Planning
Kansas
$246K 1,459 – –
CTB
61
Country Trust Bank
Illinois
$203K 1,222 +1,222 New
SPC
62
Sigma Planning Corp
Michigan
$202K 1,200 -524 -30%
William Blair & Company
63
William Blair & Company
Illinois
$171K 1,016 -47 -4%
AssetMark Inc
64
AssetMark Inc
California
$155K 917 +917 New
GC
65
Garde Capital
Washington
$125K 739 – –
CB
66
CNB Bank
Pennsylvania
$109K 644 – –
AFS
67
Annapolis Financial Services
Maryland
$103K 611 +611 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$102K 604 – –
VCM
69
Versant Capital Management
Arizona
$101K 600 – –
WPA
70
West Paces Advisors
Georgia
$81.9K 486 – –
PA
71
PSI Advisors
Florida
$56.1K 333 +1 +0.3%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$34K 200 – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$33.9K 201 – –
POIA
74
Pin Oak Investment Advisors
Texas
$25K 150 – –
CTWM
75
Cherry Tree Wealth Management
Minnesota
$4.38K 26 +26 New
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3
4