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FlexShares Morningstar US Market Factors Tilt Index Fund

96 hedge funds and large institutions have $1.56B 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, 34 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% 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
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
76
CoreCap Advisors
Michigan
$136K 606 -31 -5%
VCM
77
Versant Capital Management
Arizona
$134K 600
US Bancorp
78
US Bancorp
Minnesota
$101K 451
CW
79
Curio Wealth
Maryland
$75K 335 +334 +33,400%
WPA
80
West Paces Advisors
Georgia
$54.4K 243
GSWM
81
Golden State Wealth Management
California
$50.7K 226 +1 +0.4%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$45K 201
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$45K 200
Russell Investments Group
84
Russell Investments Group
United Kingdom
$38.1K 170 +170 New
HI
85
Harbour Investments
Wisconsin
$38.1K 170 +17 +11%
CPG
86
Cornerstone Planning Group
New Jersey
$34.6K 152
WSFS
87
Wilmington Savings Fund Society
Delaware
$27.1K 121
NP
88
NorthRock Partners
Minnesota
$22.4K 100
MA
89
Marquette Associates
Illinois
$21.3K 95 -19 -17%
AssetMark Inc
90
AssetMark Inc
California
$19K 85 +64 +305%
NC
91
North Capital
Utah
$11.2K 50
GWSG
92
GPS Wealth Strategies Group
Colorado
$9.18K 41
CTWM
93
Cherry Tree Wealth Management
Minnesota
$5.83K 26
IA
94
IFP Advisors
Florida
$4.48K 20
CFD
95
Creative Financial Designs
Indiana
$1.12K 5 +5 New
SIS
96
Sound Income Strategies
Florida
$684 3
SB
97
Strategic Blueprint
Georgia
-20,318 Closed
Mariner
98
Mariner
Kansas
-3,603 Closed
ARC
99
Advisor Resource Council
Texas
-2,785 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
-1,600 Closed