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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

92 hedge funds and large institutions have $1.48B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
29
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$14K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.21B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
ZIM
4
Zacks Investment Management
Illinois
$1.05M
5
Bessemer Group
5
Bessemer Group
New Jersey
$720K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$852K
2
SAG
2
SageView Advisory Group
California
$31.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
EA
5
Efficient Advisors
Ohio
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$540K 2,700 -3,880 -59%
ST
52
Sageworth Trust
Pennsylvania
$502K 2,512 – –
DWS
53
Discipline Wealth Solutions
South Carolina
$476K 2,382 +2,382 New
FIM
54
Freedom Investment Management
Connecticut
$449K 2,247 +176 +8%
CIA
55
Choate Investment Advisors
Massachusetts
$422K 2,114 – –
OIM
56
Orca Investment Management
Oregon
$383K 1,915 – –
Lido Advisors
57
Lido Advisors
California
$370K 1,853 – –
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$364K 1,800 – –
WA
59
Wealth Architects
California
$338K 1,692 -50 -3%
USCWA
60
U.S. Capital Wealth Advisors
Texas
$333K 1,667 -50 -3%
M&T Bank
61
M&T Bank
New York
$331K 1,656 +1,656 New
EFMC
62
Empire Financial Management Company
New York
$331K 1,654 – –
SC
63
Savant Capital
Illinois
$319K 1,595 – –
BF
64
BOK Financial
Oklahoma
$300K 1,500 – –
Baird Financial Group
65
Baird Financial Group
Wisconsin
$296K 1,480 – –
Creative Planning
66
Creative Planning
Kansas
$292K 1,459 – –
CRI
67
Colonial River Investments
Virginia
$262K 1,311 -396 -23%
AWM
68
Axxcess Wealth Management
California
$262K 1,311 +1,311 New
LSA
69
L & S Advisors
California
$257K 1,288 – –
PCA
70
Prosperity Capital Advisors
Ohio
$223K 1,116 -413 -27%
Jane Street
71
Jane Street
New York
$219K 1,096 -60 -5%
FTUS
72
Flow Traders U.S.
New York
$213K 1,065 -1,815 -63%
TRCT
73
Tower Research Capital (TRC)
New York
$207K 1,037 -1,100 -51%
William Blair & Company
74
William Blair & Company
Illinois
$190K 949 -7 -0.7%
TCA
75
Trifecta Capital Advisors
Illinois
$164K 823 +823 New
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