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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

81 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
29
Closed
2
Calls
$101K
Puts
–
Net Calls
+$101K
Net Calls Change
+$85K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$940K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.99M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$835K
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$691K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.94M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$326K
Name Market Value Shares Shares
Change 		Shares
Change %
ST
51
Sageworth Trust
Pennsylvania
$409K 2,512 – –
3LCM
52
3D/L Capital Management
Connecticut
$390K 2,394 +8 +0.3%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$390K 2,392 -5,582 -70%
CIA
54
Choate Investment Advisors
Massachusetts
$344K 2,114 – –
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$326K 2,000 -7,780 -80%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$318K 1,950 – –
OIM
57
Orca Investment Management
Oregon
$317K 1,944 – –
Bessemer Group
58
Bessemer Group
New Jersey
$309K 1,900 – –
Lido Advisors
59
Lido Advisors
California
$302K 1,853 – –
WA
60
Wealth Architects
California
$289K 1,773 -1,445 -45%
EFMC
61
Empire Financial Management Company
New York
$269K 1,654 – –
SC
62
Savant Capital
Illinois
$260K 1,595 – –
PCA
63
Prosperity Capital Advisors
Ohio
$258K 1,586 -933 -37%
Creative Planning
64
Creative Planning
Kansas
$238K 1,459 – –
LSA
65
L & S Advisors
California
$212K 1,303 -1,748 -57%
William Blair & Company
66
William Blair & Company
Illinois
$165K 1,016 – –
GC
67
Garde Capital
Washington
$120K 739 – –
CB
68
CNB Bank
Pennsylvania
$105K 644 – –
AFS
69
Annapolis Financial Services
Maryland
$99.5K 611 – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$98.4K 604 – –
VCM
71
Versant Capital Management
Arizona
$97.7K 600 – –
WPA
72
West Paces Advisors
Georgia
$79.2K 486 – –
PA
73
PSI Advisors
Florida
$54.3K 333 – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$33K 200 – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$32.7K 201 – –
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