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FlexShares Morningstar US Market Factors Tilt Index Fund

103 hedge funds and large institutions have $1.5B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
19
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
76
Calamos Wealth Management
Illinois
$214K 1,040 +1,040 New
William Blair & Company
77
William Blair & Company
Illinois
$195K 949
Fidelity Investments
78
Fidelity Investments
Massachusetts
$182K 885
TCA
79
Trifecta Capital Advisors
Illinois
$169K 823
GC
80
Garde Capital
Washington
$152K 739
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$151K 732
CB
82
CNB Bank
Pennsylvania
$132K 644
CA
83
CoreCap Advisors
Michigan
$131K 637 +36 +6%
VCM
84
Versant Capital Management
Arizona
$123K 600
US Bancorp
85
US Bancorp
Minnesota
$92.8K 451 -20 -4%
CW
86
Curio Wealth
Maryland
$85.1K 1 -393 -100%
WPA
87
West Paces Advisors
Georgia
$50K 243
GSWM
88
Golden State Wealth Management
California
$46.4K 225 +225 New
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$41.4K 201 +201 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$41K 200
LFG
91
Larson Financial Group
Missouri
$37.2K 181
HI
92
Harbour Investments
Wisconsin
$31.5K 153
CPG
93
Cornerstone Planning Group
New Jersey
$29.8K 152 +122 +407%
WSFS
94
Wilmington Savings Fund Society
Delaware
$24.9K 121
MA
95
Marquette Associates
Illinois
$23.5K 114 -4 -3%
NP
96
NorthRock Partners
Minnesota
$20.6K 100
OP
97
ORG Partners
Indiana
$10.3K 50
NC
98
North Capital
Utah
$10.3K 50 +50 New
GWSG
99
GPS Wealth Strategies Group
Colorado
$8.44K 41
CTWM
100
Cherry Tree Wealth Management
Minnesota
$5.35K 26