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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

99 hedge funds and large institutions have $1.68B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $1.57B → $1.68B (+$114M)

1% more funds holding

Funds holding: 98 → 99 (+1)

0.49% more ownership

Funds ownership: 91.94% → 92.43% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

64% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 36

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
13
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.97M
2
Wells Fargo
Wells Fargo
California
+$1.4M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.06M
4
WA
Wealthstream Advisors
New York
+$705K
5
VFG
Victory Financial Group
Texas
+$620K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$6.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.68M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$2.52M
4
Jane Street
Jane Street
New York
-$1.48M
5
CFA
Capstone Financial Advisors
Illinois
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Allworth Financial
California
$629K – – –
FTUS
52
Flow Traders U.S.
New York
$603K +$60.4K +259 +12%
ESB
53
Essex Savings Bank
Connecticut
$495K – – –
KPP
54
Kings Path Partners
Texas
$495K -$90.3K -387 -16%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$473K – – –
AC
56
AWM Capital
Arizona
$473K +$1.17K +5 +0.3%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$436K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$428K -$168K -718 -29%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$406K +$391K +1,676 New
Creative Planning
60
Creative Planning
Kansas
$403K – – –
WA
61
Wealth Architects
California
$397K -$11.4K -49 -3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$359K – – –
Cerity Partners
63
Cerity Partners
New York
$339K – – –
OIM
64
Orca Investment Management
Oregon
$330K -$46.2K -198 -13%
USCWA
65
U.S. Capital Wealth Advisors
Texas
$327K -$3.73K -16 -1%
EFMC
66
Empire Financial Management Company
New York
$293K – – –
M&T Bank
67
M&T Bank
New York
$290K – – –
CIA
68
Choate Investment Advisors
Massachusetts
$276K – – –
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$271K +$261K +1,117 New
LSA
70
L & S Advisors
California
$257K – – –
William Blair & Company
71
William Blair & Company
Illinois
$230K – – –
Ameriprise
72
Ameriprise
Minnesota
$224K -$23.3K -100 -10%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$206K -$2.1K -9 -1%
MA
74
MKT Advisors
California
$204K +$196K +839 New
FPAS
75
Focus Partners Advisor Solutions
Missouri
$201K +$193K +826 New
1 2
3
4 5

TILT Hedge Fund Activity: Q3 2025 in Review

99 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2025, worth a combined $1.68B — up 7.3% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TILT positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.63M sold.

  • 99 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $1.68B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 8 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.97M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2025 was Citadel Advisors, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2025.