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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

97 hedge funds and large institutions have $1.59B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
TWA
2
Trace Wealth Advisors
California
$5.28M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
FMI
5
F/M Investments
District of Columbia
$1.2M

Top Sellers

1
CFA
1
Capstone Financial Advisors
Illinois
$33.1M
2
EA
2
Efficient Advisors
Ohio
$8.85M
3
Northern Trust
3
Northern Trust
Illinois
$1.31B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SAG
5
SageView Advisory Group
California
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$191K 885 +560 +172%
TCA
77
Trifecta Capital Advisors
Illinois
$178K 823 – –
GC
78
Garde Capital
Washington
$160K 739 – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$158K 732 – –
CB
80
CNB Bank
Pennsylvania
$139K 644 – –
CA
81
CoreCap Advisors
Michigan
$130K 601 +268 +80%
VCM
82
Versant Capital Management
Arizona
$130K 600 – –
US Bancorp
83
US Bancorp
Minnesota
$102K 471 -34 -7%
CW
84
Curio Wealth
Maryland
$85.1K 394 +394 New
PA
85
PSI Advisors
Florida
$72.9K 338 +1 +0.3%
WPA
86
West Paces Advisors
Georgia
$52.5K 243 – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$43K 200 – –
LFG
88
Larson Financial Group
Missouri
$39.1K 181 +181 New
HI
89
Harbour Investments
Wisconsin
$33K 153 +121 +378%
WSFS
90
Wilmington Savings Fund Society
Delaware
$26.1K 121 – –
MA
91
Marquette Associates
Illinois
$25.5K 118 -13 -10%
NP
92
NorthRock Partners
Minnesota
$21.6K 100 – –
OP
93
ORG Partners
Indiana
$10.8K 50 +50 New
GWSG
94
GPS Wealth Strategies Group
Colorado
$8.85K 41 – –
CPG
95
Cornerstone Planning Group
New Jersey
$6.72K 30 – –
CTWM
96
Cherry Tree Wealth Management
Minnesota
$5.62K 26 – –
CFGS
97
Concourse Financial Group Securities
Alabama
$896 4 +4 New
FTUS
98
Flow Traders U.S.
New York
– – -7,327 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– – -1,818 Closed
AWM
100
Avior Wealth Management
Nebraska
– – -61 Closed
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