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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

47 hedge funds and large institutions have $1.15B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.05%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
10
Increased
14
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$977M
2
CFA
2
Capstone Financial Advisors
Illinois
$20.5M
3
FTI
3
Fiduciary Trust International
Massachusetts
$6.87M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.96M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
Jane Street
2
Jane Street
New York
$0
3
EA
3
Efficient Advisors
Ohio
$30.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$36.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$977M 9,755,068 +1,086,805 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.7M 366,091 -17,340 -5%
CJA
3
C-J Advisory
California
$30.3M 302,204 +10,881 +4%
EA
4
Efficient Advisors
Ohio
$30.2M 301,788 -25,009 -8%
CFA
5
Capstone Financial Advisors
Illinois
$20.5M 204,307 +204,307 New
CB
6
CNB Bank
Pennsylvania
$9.34M 93,315 -1,901 -2%
FTI
7
Fiduciary Trust International
Massachusetts
$6.87M 234,779 +234,779 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.96M 59,526 +27,179 +84%
ST
9
Sentinel Trust
Texas
$3.62M 36,128 – –
Ameriprise
10
Ameriprise
Minnesota
$2.92M 29,227 -207,848 -88%
LNB
11
Ledyard National Bank
$1.83M 18,264 -1,001 -5%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.77M 17,695 -252 -1%
CCM
13
Chilton Capital Management
Texas
$1.63M 16,325 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.43M 14,261 -4,700 -25%
PO
15
Private Ocean
California
$1.38M 13,774 -107 -0.8%
UBS Group
16
UBS Group
Switzerland
$1.29M 12,834 +514 +4%
BIM
17
Bridges Investment Management
Nebraska
$1.2M 11,983 +9,283 +344%
IA
18
IFP Advisors
Florida
$1.18M 11,901 +487 +4%
LPL Financial
19
LPL Financial
California
$1.17M 11,680 -295 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.11M 11,049 +11,049 New
Morgan Stanley
21
Morgan Stanley
New York
$963K 9,616 -1,015 -10%
AIA
22
Alera Investment Advisors
Illinois
$881K 8,800 +8,800 New
MCM
23
Manchester Capital Management
Vermont
$846K 7,443 – –
CFGS
24
Concourse Financial Group Securities
Alabama
$810K 8,100 +4,447 +122%
William Blair & Company
25
William Blair & Company
Illinois
$762K 7,612 +2,471 +48%
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