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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

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.

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.4%
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
1
Envestnet Asset Management
Illinois
$26M
2
Northern Trust
2
Northern Trust
Illinois
$1.25B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.46M
4
Mariner
4
Mariner
Kansas
$741K
5
LPL Financial
5
LPL Financial
California
$6.96M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$85.1K
2
SAG
2
SageView Advisory Group
California
$16.8M
3
EA
3
Efficient Advisors
Ohio
$6.68M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.81M
5
RW
5
RVW Wealth
California
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
51
Zacks Investment Management
Illinois
$597K 2,904 – –
CMMS
52
Comprehensive Money Management Services
Florida
$588K 2,857 – –
ARC
53
Advisor Resource Council
Texas
$573K 2,785 +2,785 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$534K 2,597 -180 -6%
KPP
55
Kings Path Partners
Texas
$523K 2,542 -90 -3%
ST
56
Sageworth Trust
Pennsylvania
$517K 2,512 – –
BF
57
BOK Financial
Oklahoma
$488K 2,374 +874 +58%
TRCT
58
Tower Research Capital (TRC)
New York
$479K 2,327 +149 +7%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$426K 2,071 -1,047 -34%
ESB
60
Essex Savings Bank
Connecticut
$421K 2,045 – –
AC
61
AWM Capital
Arizona
$400K 1,946 +1,946 New
DWS
62
Discipline Wealth Solutions
South Carolina
$364K 1,768 -624 -26%
OIM
63
Orca Investment Management
Oregon
$357K 1,735 -180 -9%
WA
64
Wealth Architects
California
$347K 1,686 – –
Creative Planning
65
Creative Planning
Kansas
$342K 1,662 -245 -13%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$329K 1,600 – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$326K 1,800 – –
Baird Financial Group
68
Baird Financial Group
Wisconsin
$304K 1,480 – –
Cerity Partners
69
Cerity Partners
New York
$288K 1,400 -348 -20%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$281K 1,367 – –
M&T Bank
71
M&T Bank
New York
$266K 1,291 – –
FPAS
72
Focus Partners Advisor Solutions
Missouri
$251K 1,221 +1,221 New
EFMC
73
Empire Financial Management Company
New York
$249K 1,210 – –
CIA
74
Choate Investment Advisors
Massachusetts
$235K 1,140 -974 -46%
LSA
75
L & S Advisors
California
$218K 1,059 -66 -6%
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3
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