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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

99 hedge funds and large institutions have $1.57B 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, 18 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
Sageworth Trust
Pennsylvania
$15.8M
2
CFA
Capstone Financial Advisors
Illinois
$42.4M
3
Citadel Advisors
Citadel Advisors
Florida
$6.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.1M
5
Morgan Stanley
Morgan Stanley
New York
$40.6M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.26B
2
SB
Strategic Blueprint
Georgia
$0
3
SAG
SageView Advisory Group
California
$15.3M
4
EA
Efficient Advisors
Ohio
$4.99M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$164K – – –
TCA
77
Trifecta Capital Advisors
Illinois
$160K -$24.6K -110 -13%
CB
78
CNB Bank
Pennsylvania
$144K – – –
CA
79
CoreCap Advisors
Michigan
$136K -$6.94K -31 -5%
VCM
80
Versant Capital Management
Arizona
$134K – – –
US Bancorp
81
US Bancorp
Minnesota
$101K – – –
CW
82
Curio Wealth
Maryland
$75K +$74.8K +334 +33,400%
WPA
83
West Paces Advisors
Georgia
$54.4K – – –
GSWM
84
Golden State Wealth Management
California
$50.7K +$224 +1 +0.4%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$45K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$45K – – –
Russell Investments Group
87
Russell Investments Group
United Kingdom
$38.1K +$38.1K +170 New
HI
88
Harbour Investments
Wisconsin
$38.1K +$3.81K +17 +11%
CPG
89
Cornerstone Planning Group
New Jersey
$34.6K – – –
WSFS
90
Wilmington Savings Fund Society
Delaware
$27.1K – – –
NP
91
NorthRock Partners
Minnesota
$22.4K – – –
MA
92
Marquette Associates
Illinois
$21.3K -$4.26K -19 -17%
AssetMark Inc
93
AssetMark Inc
California
$19K +$14.3K +64 +305%
NC
94
North Capital
Utah
$11.2K – – –
GWSG
95
GPS Wealth Strategies Group
Colorado
$9.18K – – –
CTWM
96
Cherry Tree Wealth Management
Minnesota
$5.83K – – –
IA
97
IFP Advisors
Florida
$4.48K – – –
CFD
98
Creative Financial Designs
Indiana
$1.12K +$1.12K +5 New
SIS
99
Sound Income Strategies
Florida
$684 – – –
SB
100
Strategic Blueprint
Georgia
– -$4.18M -20,318 Closed
1 2 3
4
5