TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

92 hedge funds and large institutions have $1.48B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
29
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$14K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.21B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
ZIM
4
Zacks Investment Management
Illinois
$1.05M
5
Bessemer Group
5
Bessemer Group
New Jersey
$720K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$852K
2
SAG
2
SageView Advisory Group
California
$31.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
EA
5
Efficient Advisors
Ohio
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Garde Capital
Washington
$148K 739 – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$146K 732 – –
CB
78
CNB Bank
Pennsylvania
$129K 644 – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$121K 604 -1,800 -75%
VCM
80
Versant Capital Management
Arizona
$120K 600 – –
US Bancorp
81
US Bancorp
Minnesota
$101K 505 – –
CA
82
CoreCap Advisors
Michigan
$93.1K 466 +15 +3%
PA
83
PSI Advisors
Florida
$67.2K 337 +2 +0.6%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$63.9K 320 – –
WPA
85
West Paces Advisors
Georgia
$48.6K 243 -243 -50%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$44.6K 223 -1,540 -87%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$40K 200 – –
NP
88
NorthRock Partners
Minnesota
$20K 100 – –
AWM
89
Avior Wealth Management
Nebraska
$12.2K 61 – –
GWSG
90
GPS Wealth Strategies Group
Colorado
$8.19K 41 +41 New
CPG
91
Cornerstone Planning Group
New Jersey
$5.78K 30 +30 New
CTWM
92
Cherry Tree Wealth Management
Minnesota
$5.2K 26 – –
BPA
93
Beacon Pointe Advisors
California
– – -2,900 Closed
POIA
94
Pin Oak Investment Advisors
Texas
– – -150 Closed
AssetMark Inc
95
AssetMark Inc
California
– – -74 Closed
GRP
96
Global Retirement Partners
California
– – -45 Closed
Simplex Trading
97
Simplex Trading
Illinois
– – – –
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4