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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

40 hedge funds and large institutions have $1.11B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
7
Increased
19
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$922M
2
CB
2
CNB Bank
Pennsylvania
$8.87M
3
LNB
3
Ledyard National Bank
$1.31M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.97M
5
CJA
5
C-J Advisory
California
$32.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.96M
2
VF
2
Virtu Financial
New York
$0
3
ST
3
Sentinel Trust
Texas
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$922M 8,235,853 +128,240 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$44M 393,003 +6,258 +2%
EA
3
Efficient Advisors
Ohio
$39.6M 353,515 +2,593 +0.7%
CJA
4
C-J Advisory
California
$32.6M 291,355 +9,102 +3%
Ameriprise
5
Ameriprise
Minnesota
$26.1M 233,476 +3,895 +2%
CB
6
CNB Bank
Pennsylvania
$8.87M 79,296 +79,296 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.97M 53,379 +10,273 +24%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$5.59M 49,958 +7,391 +17%
ST
9
Sentinel Trust
Texas
$4.16M 37,180 -40 -0.1%
Jane Street
10
Jane Street
New York
$2.96M 26,481 -25,773 -49%
PO
11
Private Ocean
California
$1.67M 14,927 +660 +5%
AG
12
Advisor Group
Arizona
$1.62M 14,508 +273 +2%
Bank of America
13
Bank of America
North Carolina
$1.41M 12,632 +1,741 +16%
LNB
14
Ledyard National Bank
$1.31M 11,673 +11,673 New
LPL Financial
15
LPL Financial
California
$1.29M 11,496 +5,131 +81%
Morgan Stanley
16
Morgan Stanley
New York
$1.24M 11,042 +1,730 +19%
LNC
17
Lincoln National Corp
Pennsylvania
$1.21M 10,830 +5,256 +94%
RJA
18
Raymond James & Associates
Florida
$1.12M 10,029 – –
UBS Group
19
UBS Group
Switzerland
$1.01M 9,057 +897 +11%
IA
20
IFP Advisors
Florida
$1M 8,948 +6,198 +225%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$856K 7,653 +134 +2%
Creative Planning
22
Creative Planning
Kansas
$671K 6,000 – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$547K 4,890 +2,154 +79%
WIA
24
Wealthstreet Investment Advisors
Texas
$481K 4,300 +4,300 New
Bessemer Group
25
Bessemer Group
New Jersey
$468K 4,178 – –
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