TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund

25 hedge funds and large institutions have $700M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
3
Increased
7
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$646M 7,521,648 -53,702 -0.7%
EA
2
Efficient Advisors
Ohio
$21.4M 249,687 +219,775 +735%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.7M 135,694 +8,735 +7%
Ameriprise
4
Ameriprise
Minnesota
$9.88M 115,176 +44,294 +62%
ST
5
Sentinel Trust
Texas
$3.69M 42,932 -19,576 -31%
Morgan Stanley
6
Morgan Stanley
New York
$3.33M 38,804 -19,465 -33%
LPL Financial
7
LPL Financial
California
$615K 7,201 -7,477 -51%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$497K 5,785 +1,029 +22%
LNC
9
Lincoln National Corp
Pennsylvania
$494K 5,746 +400 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$371K 4,314 +1,058 +32%
GLRA
11
Gerald L. Ray & Associates
Texas
$335K 3,900
PO
12
Private Ocean
California
$322K 3,746 -212 -5%
AG
13
Advisor Group
Arizona
$319K 3,720 +3,720 New
US Bancorp
14
US Bancorp
Minnesota
$291K 3,393 +3,393 New
SPC
15
Sigma Planning Corp
Michigan
$286K 3,331 -677 -17%
GT
16
Glenmede Trust
Pennsylvania
$231K 2,700
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$172K 2,000 -7,750 -79%
Bessemer Group
18
Bessemer Group
New Jersey
$163K 1,900
UBS Group
19
UBS Group
Switzerland
$146K 1,700 -1,178 -41%
Wells Fargo
20
Wells Fargo
California
$52K 600 +600 New
Bank of America
21
Bank of America
North Carolina
$21K 245 -3,700 -94%
GWM
22
Geneos Wealth Management
Colorado
$15K 182 +1 +0.6%
TCM
23
TD Capital Management
Tennessee
$6K 73 -67 -48%
MFS
24
MSI Financial Services
Massachusetts
$6K 70
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-36,568 Closed