FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
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.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
6% more funds holding
Funds holding: 97 → 103 (+6)
0.54% more ownership
Funds ownership: 92.49% → 93.02% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $1.59B → $1.5B (-$85.5M)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.97M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$1.86M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.09M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$781K |
| 5 |
LPL Financial
San Diego,
California
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$13M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.85M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$679K |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
AssetMark Inc
Concord,
California
| $4.32K | +$4.55K | +21 | New |
|
|
IA
102
IFP Advisors
Tampa,
Florida
| $4.12K | +$4.33K | +20 | New |
|
|
SIS
103
Sound Income Strategies
Ft Lauderdale,
Florida
| $626 | +$650 | +3 | New |
|
|
TSS
104
Two Sigma Securities
New York
| – | -$269K | -1,246 | Closed |
|
|
AWM
105
Axxcess Wealth Management
Carlsbad,
California
| – | -$254K | -1,175 | Closed |
|
|
CRI
106
Colonial River Investments
Midlothian,
Virginia
| – | -$254K | -1,175 | Closed |
|
|
PA
107
PSI Advisors
Tampa,
Florida
| – | -$72.9K | -338 | Closed |
|
|
CFGS
108
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$896 | -4 | Closed |
|
TILT Hedge Fund Activity: Q1 2025 in Review
103 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2025, worth a combined $1.5B — down 5.4% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TILT positions and 5 closed out — a net gain of 7 holders — while 19 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was SageView Advisory Group, cutting an estimated $13M.
- 103 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2025, up from 97 in Q4 2024.
- Funds reported $1.5B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2025, down 5.4% quarter-over-quarter.
- 12 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2025 and 5 closed out, a net change of +7 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.97M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2025 was SageView Advisory Group, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2025.