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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

91 hedge funds and large institutions have $1.56B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.29B
2
WANY
2
Wealthspire Advisors (New York)
New York
$2.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.23M
4
FTUS
4
Flow Traders U.S.
New York
$1.56M
5
Jane Street
5
Jane Street
New York
$1.07M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$10.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.94M
3
SAG
3
SageView Advisory Group
California
$31.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$601K 2,825 – –
Bank of New York Mellon
52
Bank of New York Mellon
New York
$591K 2,777 -4,023 -59%
ST
53
Sageworth Trust
Pennsylvania
$535K 2,512 – –
DWS
54
Discipline Wealth Solutions
South Carolina
$508K 2,386 +4 +0.2%
FIM
55
Freedom Investment Management
Connecticut
$493K 2,315 +68 +3%
CIA
56
Choate Investment Advisors
Massachusetts
$450K 2,114 – –
OIM
57
Orca Investment Management
Oregon
$407K 1,915 – –
Citadel Advisors
58
Citadel Advisors
Florida
$387K 1,818 -882 -33%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$384K 1,804 +1,200 +199%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$383K 1,800 – –
WA
61
Wealth Architects
California
$360K 1,692 – –
BF
62
BOK Financial
Oklahoma
$315K 1,500 – –
Baird Financial Group
63
Baird Financial Group
Wisconsin
$315K 1,480 – –
Creative Planning
64
Creative Planning
Kansas
$311K 1,459 – –
EFMC
65
Empire Financial Management Company
New York
$304K 1,430 -224 -14%
M&T Bank
66
M&T Bank
New York
$295K 1,384 -272 -16%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$291K 1,367 -300 -18%
LSA
68
L & S Advisors
California
$274K 1,288 – –
AWM
69
Axxcess Wealth Management
California
$250K 1,175 -136 -10%
CRI
70
Colonial River Investments
Virginia
$250K 1,175 -136 -10%
William Blair & Company
71
William Blair & Company
Illinois
$202K 949 – –
TRCT
72
Tower Research Capital (TRC)
New York
$192K 902 -135 -13%
TCA
73
Trifecta Capital Advisors
Illinois
$175K 823 – –
GC
74
Garde Capital
Washington
$157K 739 – –
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$156K 732 – –
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