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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

27 hedge funds and large institutions have $680M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.1M
3
EA
3
Efficient Advisors
Ohio
$2.53M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.8M
5
LNC
5
Lincoln National Corp
Pennsylvania
$453K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.94M
2
Northern Trust
2
Northern Trust
Illinois
$642M
3
Jane Street
3
Jane Street
New York
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$826K
5
LPL Financial
5
LPL Financial
California
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$642M 7,575,350 -23,829 -0.3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.8M 126,959 +12,614 +11%
Ameriprise
3
Ameriprise
Minnesota
$5.99M 70,882 +58,041 +452%
ST
4
Sentinel Trust
Texas
$5.3M 62,508 -455 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$4.94M 58,269 -37,148 -39%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.1M 36,568 +36,568 New
EA
7
Efficient Advisors
Ohio
$2.53M 29,912 +29,912 New
LPL Financial
8
LPL Financial
California
$1.23M 14,678 -1,734 -11%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$826K 9,750 -1,985 -17%
LNC
10
Lincoln National Corp
Pennsylvania
$453K 5,346 +5,346 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$403K 4,756 +276 +6%
SPC
12
Sigma Planning Corp
Michigan
$340K 4,008 – –
PO
13
Private Ocean
California
$335K 3,958 +238 +6%
Bank of America
14
Bank of America
North Carolina
$334K 3,945 +2,100 +114%
GLRA
15
Gerald L. Ray & Associates
Texas
$330K 3,900 +1,100 +39%
AIG
16
American International Group
New York
$291K 3,435 – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$276K 3,256 +267 +9%
UBS Group
18
UBS Group
Switzerland
$244K 2,878 +1,478 +106%
GT
19
Glenmede Trust
Pennsylvania
$228K 2,700 – –
Bessemer Group
20
Bessemer Group
New Jersey
$161K 1,900 – –
SG Americas Securities
21
SG Americas Securities
New York
$137K 1,618 -1,157 -42%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$82K 965 +965 New
GWM
23
Geneos Wealth Management
Colorado
$15K 181 +181 New
TCM
24
TD Capital Management
Tennessee
$12K 140 +3 +2%
MFS
25
MSI Financial Services
Massachusetts
$6K 70 – –
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