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FlexShares Morningstar US Market Factors Tilt Index Fund

35 hedge funds and large institutions have $1.02B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% 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
8
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$856M 8,107,613 +166,677 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.8M 386,745 -24,832 -6%
EA
3
Efficient Advisors
Ohio
$37.1M 350,922 -270,897 -44%
CJA
4
C-J Advisory
California
$29.8M 282,253 +2,643 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$24.3M 229,581 -9,321 -4%
Jane Street
6
Jane Street
New York
$5.52M 52,254 +52,254 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.55M 43,106 +12,756 +42%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4.5M 42,567 +10,456 +33%
ST
9
Sentinel Trust
Texas
$3.93M 37,220
PO
10
Private Ocean
California
$1.51M 14,267 -128 -0.9%
AG
11
Advisor Group
Arizona
$1.5M 14,235 -537 -4%
Bank of America
12
Bank of America
North Carolina
$1.15M 10,891 +336 +3%
RJA
13
Raymond James & Associates
Florida
$1.06M 10,029 +10,029 New
Morgan Stanley
14
Morgan Stanley
New York
$983K 9,312 -3,404 -27%
UBS Group
15
UBS Group
Switzerland
$862K 8,160 +103 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$794K 7,519
LPL Financial
17
LPL Financial
California
$672K 6,365 -392 -6%
Creative Planning
18
Creative Planning
Kansas
$634K 6,000 +6,000 New
LNC
19
Lincoln National Corp
Pennsylvania
$589K 5,574 -1,086 -16%
GLRA
20
Gerald L. Ray & Associates
Texas
$454K 4,300
Bessemer Group
21
Bessemer Group
New Jersey
$442K 4,178 -6,797 -62%
VF
22
Virtu Financial
New York
$298K 2,823 +2,823 New
CIA
23
Choate Investment Advisors
Massachusetts
$295K 2,794
IA
24
IFP Advisors
Florida
$290K 2,750
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$289K 2,736 -2,030 -43%