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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

35 hedge funds and large institutions have $976M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
5
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$791M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.3M
3
Ameriprise
3
Ameriprise
Minnesota
$21.6M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.14M
5
Bank of America
5
Bank of America
North Carolina
$1.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.77M
2
Jane Street
2
Jane Street
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
UBS Group
4
UBS Group
Switzerland
$828K
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$791M 7,889,182 +209,244 +3%
EA
2
Efficient Advisors
Ohio
$75.7M 754,604 +4,622 +0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$36.3M 362,049 +202,036 +126%
CJA
4
C-J Advisory
California
$27.3M 271,941 +677 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$21.6M 215,846 +20,130 +10%
ST
6
Sentinel Trust
Texas
$4.22M 42,087 -141 -0.3%
Citadel Advisors
7
Citadel Advisors
Florida
$2.77M 27,583 -33,518 -55%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.67M 16,658 +1,227 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.47M 14,634 +1,887 +15%
PO
10
Private Ocean
California
$1.44M 14,337 +96 +0.7%
Morgan Stanley
11
Morgan Stanley
New York
$1.42M 14,144 -22,487 -61%
AG
12
Advisor Group
Arizona
$1.36M 13,586 -36 -0.3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.23M 12,299 +9,703 +374%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.14M 38,594 +38,594 New
Bank of America
15
Bank of America
North Carolina
$1.07M 10,623 +10,392 +4,499%
WPA
16
West Paces Advisors
Georgia
$994K 9,910 -305 -3%
UBS Group
17
UBS Group
Switzerland
$828K 8,255 -9,798 -54%
LPL Financial
18
LPL Financial
California
$825K 8,287 +1,351 +19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$754K 7,519 +100 +1%
LNC
20
Lincoln National Corp
Pennsylvania
$684K 6,819 +575 +9%
GLRA
21
Gerald L. Ray & Associates
Texas
$431K 4,300 – –
CIA
22
Choate Investment Advisors
Massachusetts
$280K 2,794 +231 +9%
TFF
23
The Family Firm
Maryland
$264K 9,700 – –
GT
24
Glenmede Trust
Pennsylvania
$260K 2,600 – –
SPC
25
Sigma Planning Corp
Michigan
$225K 2,246 +2,246 New
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