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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

99 hedge funds and large institutions have $1.57B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
Sageworth Trust
Pennsylvania
$15.8M
2
CFA
Capstone Financial Advisors
Illinois
$42.4M
3
Citadel Advisors
Citadel Advisors
Florida
$6.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.1M
5
Morgan Stanley
Morgan Stanley
New York
$40.6M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.26B
2
SB
Strategic Blueprint
Georgia
$0
3
SAG
SageView Advisory Group
California
$15.3M
4
EA
Efficient Advisors
Ohio
$4.99M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
51
BOK Financial
Oklahoma
$630K +$98.3K +439 +18%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$582K – – –
AF
53
Allworth Financial
California
$582K -$103K -458 -15%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$557K -$218K -975 -28%
KPP
55
Kings Path Partners
Texas
$544K -$25.1K -112 -4%
FTUS
56
Flow Traders U.S.
New York
$499K -$198K -886 -28%
ESB
57
Essex Savings Bank
Connecticut
$458K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$437K -$26.7K -119 -6%
AC
59
AWM Capital
Arizona
$436K – – –
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$403K – – –
WA
61
Wealth Architects
California
$378K – – –
Creative Planning
62
Creative Planning
Kansas
$372K – – –
OIM
63
Orca Investment Management
Oregon
$350K -$39K -174 -10%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$332K – – –
Cerity Partners
65
Cerity Partners
New York
$314K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$310K -$211K -942 -40%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$306K – – –
EFMC
68
Empire Financial Management Company
New York
$271K – – –
M&T Bank
69
M&T Bank
New York
$268K -$20.8K -93 -7%
CIA
70
Choate Investment Advisors
Massachusetts
$255K – – –
LSA
71
L & S Advisors
California
$237K – – –
Ameriprise
72
Ameriprise
Minnesota
$230K +$230K +1,026 New
William Blair & Company
73
William Blair & Company
Illinois
$213K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$193K -$5.6K -25 -3%
GC
75
Garde Capital
Washington
$166K – – –
1 2
3
4 5