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FlexShares Morningstar US Market Factors Tilt Index Fund

88 hedge funds and large institutions have $1.46B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
32
Closed
6
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ST
51
Sageworth Trust
Pennsylvania
$498K 2,512
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$477K 2,404 -200 -8%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$445K 2,243
TRCT
54
Tower Research Capital (TRC)
New York
$424K 2,137 +13 +0.6%
CIA
55
Choate Investment Advisors
Massachusetts
$419K 2,114
FIM
56
Freedom Investment Management
Connecticut
$411K 2,071 -42 -2%
OIM
57
Orca Investment Management
Oregon
$380K 1,915
Lido Advisors
58
Lido Advisors
California
$368K 1,853
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$355K 1,800
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$350K 1,763 -66 -4%
WA
61
Wealth Architects
California
$346K 1,742 -16 -0.9%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$341K 1,717
CRI
63
Colonial River Investments
Virginia
$339K 1,707 -351 -17%
EFMC
64
Empire Financial Management Company
New York
$328K 1,654
SC
65
Savant Capital
Illinois
$316K 1,595
PCA
66
Prosperity Capital Advisors
Ohio
$303K 1,529 -57 -4%
BF
67
BOK Financial
Oklahoma
$296K 1,500
Baird Financial Group
68
Baird Financial Group
Wisconsin
$294K 1,480
Creative Planning
69
Creative Planning
Kansas
$289K 1,459
LSA
70
L & S Advisors
California
$256K 1,288
Jane Street
71
Jane Street
New York
$229K 1,156 +1,156 New
William Blair & Company
72
William Blair & Company
Illinois
$190K 956 -52 -5%
GC
73
Garde Capital
Washington
$146K 739
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$145K 732
CB
75
CNB Bank
Pennsylvania
$128K 644