FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
98 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, 17 increasing their positions, 36 reducing their positions, and 9 closing their positions.
4% more capital invested
Capital invested by funds: $1.5B → $1.57B (+$63.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.08% less ownership
Funds ownership: 93.02% → 91.94% (-1.1%)
5% less funds holding
Funds holding: 103 → 98 (-5)
53% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 36
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$14.2M |
| 2 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$7.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.17M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.02M |
| 5 |
Morgan Stanley
New York
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$89.4M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$4.18M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.17M |
| 4 |
EA
Efficient Advisors
Mason,
Ohio
|
-$2.12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARC
101
Advisor Resource Council
Dallas,
Texas
| – | -$573K | -2,785 | Closed |
|
102
JP Morgan Chase
New York
| – | -$329K | -1,600 | Closed |
|
|
FPAS
103
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$251K | -1,221 | Closed |
|
|
CWM
104
Calamos Wealth Management
Naperville,
Illinois
| – | -$214K | -1,040 | Closed |
|
|
LFG
105
Larson Financial Group
St Louis,
Missouri
| – | -$37.2K | -181 | Closed |
|
|
NP
106
NorthRock Partners
Minneapolis,
Minnesota
| – | -$20.6K | -100 | Closed |
|
|
OP
107
ORG Partners
Roanoke,
Indiana
| – | -$10.3K | -50 | Closed |
|
TILT Hedge Fund Activity: Q2 2025 in Review
98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2025, worth a combined $1.57B — up 4.2% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TILT and 4 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 17 added.
The largest buyer was Sageworth Trust, adding an estimated $14.2M. The largest seller was Northern Trust, cutting an estimated $89.4M.
- 98 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2025, down from 103 in Q1 2025.
- Funds reported $1.57B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
- 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2025 and 9 closed out, a net change of -5 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2025 was Sageworth Trust, an estimated $14.2M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2025 was Northern Trust, an estimated $89.4M sold.
Based on aggregated 13F filings for Q2 2025.