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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

103 hedge funds and large institutions have $1.5B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

6% more funds holding

Funds holding: 97 → 103 (+6)

0.54% more ownership

Funds ownership: 92.49% → 93.02% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $1.59B → $1.5B (-$85.5M)

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
19
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M
2
Northern Trust
Northern Trust
Illinois
+$1.86M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M
4
Mariner
Mariner
Kansas
+$781K
5
LPL Financial
LPL Financial
California
+$769K

Top Sellers

1
SAG
SageView Advisory Group
California
-$13M
2
EA
Efficient Advisors
Ohio
-$1.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
4
RW
RVW Wealth
California
-$679K
5
CFA
Capstone Financial Advisors
Illinois
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$597K – – –
CMMS
52
Comprehensive Money Management Services
Florida
$588K – – –
ARC
53
Advisor Resource Council
Texas
$573K +$604K +2,785 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$534K -$39K -180 -6%
KPP
55
Kings Path Partners
Texas
$523K -$19.5K -90 -3%
ST
56
Sageworth Trust
Pennsylvania
$517K – – –
BF
57
BOK Financial
Oklahoma
$488K +$189K +874 +58%
TRCT
58
Tower Research Capital (TRC)
New York
$479K +$32.3K +149 +7%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$426K -$227K -1,047 -34%
ESB
60
Essex Savings Bank
Connecticut
$421K – – –
AC
61
AWM Capital
Arizona
$400K +$422K +1,946 New
DWS
62
Discipline Wealth Solutions
South Carolina
$364K -$135K -624 -26%
OIM
63
Orca Investment Management
Oregon
$357K -$39K -180 -9%
WA
64
Wealth Architects
California
$347K – – –
Creative Planning
65
Creative Planning
Kansas
$342K -$53.1K -245 -13%
JP Morgan Chase
66
JP Morgan Chase
New York
$329K – – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$326K – – –
Baird Financial Group
68
Baird Financial Group
Wisconsin
$304K – – –
Cerity Partners
69
Cerity Partners
New York
$288K -$75.4K -348 -20%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$281K – – –
M&T Bank
71
M&T Bank
New York
$266K – – –
FPAS
72
Focus Partners Advisor Solutions
Missouri
$251K +$265K +1,221 New
EFMC
73
Empire Financial Management Company
New York
$249K – – –
CIA
74
Choate Investment Advisors
Massachusetts
$235K -$211K -974 -46%
LSA
75
L & S Advisors
California
$218K -$14.3K -66 -6%
1 2
3
4 5

TILT Hedge Fund Activity: Q1 2025 in Review

103 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2025, worth a combined $1.5B — down 5.4% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TILT positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was SageView Advisory Group, cutting an estimated $13M.

  • 103 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2025, up from 97 in Q4 2024.
  • Funds reported $1.5B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 12 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.97M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2025 was SageView Advisory Group, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.