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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

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.

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.29%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
TWA
2
Trace Wealth Advisors
California
$5.28M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
FMI
5
F/M Investments
District of Columbia
$1.2M

Top Sellers

1
CFA
1
Capstone Financial Advisors
Illinois
$33.1M
2
EA
2
Efficient Advisors
Ohio
$8.85M
3
Northern Trust
3
Northern Trust
Illinois
$1.31B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SAG
5
SageView Advisory Group
California
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CMMS
51
Comprehensive Money Management Services
Florida
$617K 2,857 +2,857 New
FIM
52
Freedom Investment Management
Connecticut
$600K 2,778 +463 +20%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$600K 2,777 – –
KPP
54
Kings Path Partners
Texas
$568K 2,632 -251 -9%
ST
55
Sageworth Trust
Pennsylvania
$542K 2,512 – –
DWS
56
Discipline Wealth Solutions
South Carolina
$517K 2,392 +6 +0.3%
TRCT
57
Tower Research Capital (TRC)
New York
$470K 2,178 +1,276 +141%
CIA
58
Choate Investment Advisors
Massachusetts
$457K 2,114 – –
ESB
59
Essex Savings Bank
Connecticut
$442K 2,045 +2,045 New
OIM
60
Orca Investment Management
Oregon
$413K 1,915 – –
Creative Planning
61
Creative Planning
Kansas
$412K 1,907 +448 +31%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$391K 1,800 – –
Cerity Partners
63
Cerity Partners
New York
$377K 1,748 +1,748 New
WA
64
Wealth Architects
California
$364K 1,686 -6 -0.4%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$346K 1,600 -204 -11%
BF
66
BOK Financial
Oklahoma
$321K 1,500 – –
Baird Financial Group
67
Baird Financial Group
Wisconsin
$320K 1,480 – –
USCWA
68
U.S. Capital Wealth Advisors
Texas
$295K 1,367 – –
M&T Bank
69
M&T Bank
New York
$279K 1,291 -93 -7%
TSS
70
Two Sigma Securities
New York
$269K 1,246 +1,246 New
EFMC
71
Empire Financial Management Company
New York
$261K 1,210 -220 -15%
AWM
72
Axxcess Wealth Management
California
$254K 1,175 – –
CRI
73
Colonial River Investments
Virginia
$254K 1,175 – –
LSA
74
L & S Advisors
California
$243K 1,125 -163 -13%
William Blair & Company
75
William Blair & Company
Illinois
$205K 949 – –
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3
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