TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

44 hedge funds and large institutions have $1.1B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
11
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$912M
2
Deutsche Bank
2
Deutsche Bank
Germany
$5.29M
3
WF
3
WealthTrust Fairport
Ohio
$2.67M
4
CJA
4
C-J Advisory
California
$32.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$43.9M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$2.41M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.77M
3
Bank of America
3
Bank of America
North Carolina
$256K
4
EA
4
Efficient Advisors
Ohio
$37.8M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$912M 8,312,120 +76,267 +0.9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.9M 400,115 +7,112 +2%
EA
3
Efficient Advisors
Ohio
$37.8M 344,805 -8,710 -2%
CJA
4
C-J Advisory
California
$32.4M 303,323 +11,968 +4%
Ameriprise
5
Ameriprise
Minnesota
$25.4M 231,456 -2,020 -0.9%
CB
6
CNB Bank
Pennsylvania
$8.55M 77,920 -1,376 -2%
Deutsche Bank
7
Deutsche Bank
Germany
$5.29M 48,194 +48,194 New
ST
8
Sentinel Trust
Texas
$4.08M 37,180 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.77M 34,423 -18,956 -36%
Jane Street
10
Jane Street
New York
$2.84M 25,863 -618 -2%
WF
11
WealthTrust Fairport
Ohio
$2.67M 24,344 +24,344 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$2.41M 21,941 -28,017 -56%
PO
13
Private Ocean
California
$1.64M 14,970 +43 +0.3%
LNB
14
Ledyard National Bank
$1.55M 14,158 +2,485 +21%
AG
15
Advisor Group
Arizona
$1.49M 13,594 -914 -6%
LPL Financial
16
LPL Financial
California
$1.33M 12,132 +636 +6%
Morgan Stanley
17
Morgan Stanley
New York
$1.21M 11,004 -38 -0.3%
RJA
18
Raymond James & Associates
Florida
$1.1M 10,029 – –
UBS Group
19
UBS Group
Switzerland
$1.08M 9,820 +763 +8%
IA
20
IFP Advisors
Florida
$1M 8,948 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$825K 7,519 -134 -2%
PNC
22
Park National Corp
Ohio
$770K 7,019 +7,019 New
Citadel Advisors
23
Citadel Advisors
Florida
$606K 5,527 +5,527 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$601K 5,477 +587 +12%
LNC
25
Lincoln National Corp
Pennsylvania
$598K 5,447 -5,383 -50%
1
2