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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

90 hedge funds and large institutions have $1.42B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 2 closing their positions.

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
33
Closed
2
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.9M
2
Comerica Bank
2
Comerica Bank
Texas
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M
4
BCA
4
Ballentine Capital Advisors
South Carolina
$2.73M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.1B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.28M
3
SAG
3
SageView Advisory Group
California
$33.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.8M
5
CRI
5
Colonial River Investments
Virginia
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
AFS
76
Annapolis Financial Services
Maryland
$111K 611 – –
VCM
77
Versant Capital Management
Arizona
$109K 600 – –
WPA
78
West Paces Advisors
Georgia
$88.7K 486 – –
US Bancorp
79
US Bancorp
Minnesota
$66.4K 364 +364 New
PA
80
PSI Advisors
Florida
$61.1K 335 +2 +0.6%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$54.4K 298 +97 +48%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$36K 200 – –
NA
83
NewEdge Advisors
Louisiana
$31.9K 175 +175 New
POIA
84
Pin Oak Investment Advisors
Texas
$27K 150 – –
NP
85
NorthRock Partners
Minnesota
$18.2K 100 +100 New
AWM
86
Avior Wealth Management
Nebraska
$11.1K 61 – –
BTI
87
Blue Trust Inc
Georgia
$7K 40 +40 New
CTWM
88
Cherry Tree Wealth Management
Minnesota
$4.75K 26 – –
FFA
89
Farther Finance Advisors
California
$3.83K 21 – –
AssetMark Inc
90
AssetMark Inc
California
$1.1K 6 +3 +100%
3LCM
91
3D/L Capital Management
Connecticut
– – -2,394 Closed
BAAM
92
Baker Avenue Asset Management
California
– – -17 Closed
Simplex Trading
93
Simplex Trading
Illinois
– – – –
CFGS
94
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4