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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

90 hedge funds and large institutions have $1.42B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 2 closing their positions.

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
33
Closed
2
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.9M
2
Comerica Bank
2
Comerica Bank
Texas
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M
4
BCA
4
Ballentine Capital Advisors
South Carolina
$2.73M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.1B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.28M
3
SAG
3
SageView Advisory Group
California
$33.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.8M
5
CRI
5
Colonial River Investments
Virginia
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$388K 2,124 -1,430 -40%
CIA
52
Choate Investment Advisors
Massachusetts
$386K 2,114 – –
FIM
53
Freedom Investment Management
Connecticut
$386K 2,113 +2,113 New
CRI
54
Colonial River Investments
Virginia
$376K 2,058 -11,807 -85%
OIM
55
Orca Investment Management
Oregon
$349K 1,915 -29 -1%
Lido Advisors
56
Lido Advisors
California
$338K 1,853 – –
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$334K 1,829 -563 -24%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$328K 1,800 -150 -8%
FTUS
59
Flow Traders U.S.
New York
$328K 1,800 -5,437 -75%
WA
60
Wealth Architects
California
$321K 1,758 -15 -0.8%
USCWA
61
U.S. Capital Wealth Advisors
Texas
$313K 1,717 -965 -36%
EFMC
62
Empire Financial Management Company
New York
$302K 1,654 – –
SC
63
Savant Capital
Illinois
$291K 1,595 – –
PCA
64
Prosperity Capital Advisors
Ohio
$289K 1,586 – –
SIS
65
Sound Income Strategies
Florida
$275K 1,509 +1,509 New
BF
66
BOK Financial
Oklahoma
$274K 1,500 +1,500 New
Baird Financial Group
67
Baird Financial Group
Wisconsin
$270K 1,480 +1,480 New
Citadel Advisors
68
Citadel Advisors
Florida
$270K 1,478 -1,681 -53%
Creative Planning
69
Creative Planning
Kansas
$266K 1,459 – –
LSA
70
L & S Advisors
California
$235K 1,288 -15 -1%
William Blair & Company
71
William Blair & Company
Illinois
$184K 1,008 -8 -0.8%
Bessemer Group
72
Bessemer Group
New Jersey
$173K 950 -950 -50%
GC
73
Garde Capital
Washington
$135K 739 – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$134K 732 +732 New
CB
75
CNB Bank
Pennsylvania
$118K 644 – –
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