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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

31 hedge funds and large institutions have $818M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
11
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EA
1
Efficient Advisors
Ohio
$60.5M
2
CJA
2
C-J Advisory
California
$24.7M
3
Ameriprise
3
Ameriprise
Minnesota
$15.2M
4
Northern Trust
4
Northern Trust
Illinois
$684M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.15M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.26M
3
LPL Financial
3
LPL Financial
California
$636K
4
GT
4
Glenmede Trust
Pennsylvania
$235K
5
TCM
5
TD Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$684M 7,545,940 +24,292 +0.3%
EA
2
Efficient Advisors
Ohio
$60.5M 667,423 +417,736 +167%
CJA
3
C-J Advisory
California
$24.7M 272,286 +272,286 New
Ameriprise
4
Ameriprise
Minnesota
$15.2M 167,715 +52,539 +46%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.1M 155,368 +19,674 +14%
ST
6
Sentinel Trust
Texas
$3.89M 42,932 – –
Morgan Stanley
7
Morgan Stanley
New York
$3.26M 36,009 -2,795 -7%
Citadel Advisors
8
Citadel Advisors
Florida
$2.15M 23,730 +23,730 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.78M 19,673 +19,673 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.34M 14,769 +8,984 +155%
PO
11
Private Ocean
California
$1.21M 13,341 +9,595 +256%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.12M 12,324 +8,010 +186%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$672K 7,419 +7,419 New
LPL Financial
14
LPL Financial
California
$636K 7,085 -116 -2%
LNC
15
Lincoln National Corp
Pennsylvania
$575K 6,348 +602 +10%
GLRA
16
Gerald L. Ray & Associates
Texas
$390K 4,300 +400 +10%
AG
17
Advisor Group
Arizona
$337K 3,720 – –
US Bancorp
18
US Bancorp
Minnesota
$308K 3,393 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$272K 3,007 +3,007 New
TFF
20
The Family Firm
Maryland
$251K 9,700 +9,700 New
GT
21
Glenmede Trust
Pennsylvania
$235K 2,600 -100 -4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$181K 2,000 – –
Bessemer Group
23
Bessemer Group
New Jersey
$172K 1,900 – –
UBS Group
24
UBS Group
Switzerland
$154K 1,700 – –
Wells Fargo
25
Wells Fargo
California
$113K 1,244 +644 +107%
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