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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

97 hedge funds and large institutions have $1.59B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

7% more funds holding

Funds holding: 91 → 97 (+6)

2% more capital invested

Capital invested by funds: $1.56B → $1.59B (+$28.7M)

0.92% more ownership

Funds ownership: 91.57% → 92.49% (+0.92%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.27M
3
FMI
F/M Investments
District of Columbia
+$1.22M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.03M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
CFA
Capstone Financial Advisors
Illinois
-$2.13M
2
EA
Efficient Advisors
Ohio
-$2.08M
3
Northern Trust
Northern Trust
Illinois
-$1.66M
4
FTUS
Flow Traders U.S.
New York
-$1.56M
5
SAG
SageView Advisory Group
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMMS
51
Comprehensive Money Management Services
Florida
$617K +$626K +2,857 New
FIM
52
Freedom Investment Management
Connecticut
$600K +$101K +463 +20%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$600K – – –
KPP
54
Kings Path Partners
Texas
$568K -$55K -251 -9%
ST
55
Sageworth Trust
Pennsylvania
$542K – – –
DWS
56
Discipline Wealth Solutions
South Carolina
$517K +$1.31K +6 +0.3%
TRCT
57
Tower Research Capital (TRC)
New York
$470K +$279K +1,276 +141%
CIA
58
Choate Investment Advisors
Massachusetts
$457K – – –
ESB
59
Essex Savings Bank
Connecticut
$442K +$448K +2,045 New
OIM
60
Orca Investment Management
Oregon
$413K – – –
Creative Planning
61
Creative Planning
Kansas
$412K +$98.1K +448 +31%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$391K – – –
Cerity Partners
63
Cerity Partners
New York
$377K +$383K +1,748 New
WA
64
Wealth Architects
California
$364K -$1.31K -6 -0.4%
JP Morgan Chase
65
JP Morgan Chase
New York
$346K -$44.7K -204 -11%
BF
66
BOK Financial
Oklahoma
$321K – – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
$320K – – –
USCWA
68
U.S. Capital Wealth Advisors
Texas
$295K – – –
M&T Bank
69
M&T Bank
New York
$279K -$20.4K -93 -7%
TSS
70
Two Sigma Securities
New York
$269K +$273K +1,246 New
EFMC
71
Empire Financial Management Company
New York
$261K -$48.2K -220 -15%
AWM
72
Axxcess Wealth Management
California
$254K – – –
CRI
73
Colonial River Investments
Virginia
$254K – – –
LSA
74
L & S Advisors
California
$243K -$35.7K -163 -13%
William Blair & Company
75
William Blair & Company
Illinois
$205K – – –
1 2
3
4

TILT Hedge Fund Activity: Q4 2024 in Review

97 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q4 2024, worth a combined $1.59B — up 1.8% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TILT positions and 3 closed out — a net gain of 8 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Capstone Financial Advisors, cutting an estimated $2.13M.

  • 97 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $1.59B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 11 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q4 2024 and 3 closed out, a net change of +8 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q4 2024 was Morgan Stanley, an estimated $5.8M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q4 2024 was Capstone Financial Advisors, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.