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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

98 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, 17 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.5B → $1.57B (+$63.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.08% less ownership

Funds ownership: 93.02% → 91.94% (-1.1%)

5% less funds holding

Funds holding: 103 → 98 (-5)

53% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 36

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
17
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ST
Sageworth Trust
Pennsylvania
+$14.2M
2
CFA
Capstone Financial Advisors
Illinois
+$7.88M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.17M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.02M
5
Morgan Stanley
Morgan Stanley
New York
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$89.4M
2
SB
Strategic Blueprint
Georgia
-$4.18M
3
SAG
SageView Advisory Group
California
-$3.17M
4
EA
Efficient Advisors
Ohio
-$2.12M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
51
BOK Financial
Oklahoma
$630K +$91.4K +439 +18%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$582K – – –
AF
53
Allworth Financial
California
$582K -$95.4K -458 -15%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$557K -$203K -975 -28%
KPP
55
Kings Path Partners
Texas
$544K -$23.3K -112 -4%
FTUS
56
Flow Traders U.S.
New York
$499K -$185K -886 -28%
ESB
57
Essex Savings Bank
Connecticut
$458K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$437K -$24.8K -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 -$36.2K -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 -$196K -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 -$19.4K -93 -7%
CIA
70
Choate Investment Advisors
Massachusetts
$255K – – –
LSA
71
L & S Advisors
California
$237K – – –
Ameriprise
72
Ameriprise
Minnesota
$230K +$214K +1,026 New
William Blair & Company
73
William Blair & Company
Illinois
$213K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$193K -$5.21K -25 -3%
GC
75
Garde Capital
Washington
$166K – – –
1 2
3
4 5

TILT Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2025, worth a combined $1.57B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TILT and 4 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 17 added.

The largest buyer was Sageworth Trust, adding an estimated $14.2M. The largest seller was Northern Trust, cutting an estimated $89.4M.

  • 98 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $1.57B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2025 and 9 closed out, a net change of -5 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2025 was Sageworth Trust, an estimated $14.2M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2025 was Northern Trust, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2025.