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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

56 hedge funds and large institutions have $1.12B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $1.05B → $1.12B (+$68.8M)

6% more funds holding

Funds holding: 53 → 56 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 92.91% → 92.82% (-0.09%)

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
10
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
+$10.6M
2
ANTB
AMG National Trust Bank
Colorado
+$1.05M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$476K
4
AAS
Annex Advisory Services
Wisconsin
+$296K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$293K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$104M
2
CFA
Capstone Financial Advisors
Illinois
-$27.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$949M -$104M -977,763 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.2M -$9.32M -87,167 -26%
CFA
3
Capstone Financial Advisors
Illinois
$27.6M -$27.9M -260,880 -52%
EA
4
Efficient Advisors
Ohio
$27.3M -$1.01M -9,482 -4%
CJA
5
C-J Advisory
California
$22.5M -$1.48M -13,892 -7%
RW
6
RVW Wealth
California
$11.3M +$10.6M +99,449 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.62M -$617K -5,773 -8%
LPL Financial
8
LPL Financial
California
$4.75M -$26.8K -251 -0.6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.07M -$5.4M -50,555 -59%
ST
10
Sentinel Trust
Texas
$4.01M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.85M -$804K -7,519 -18%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.88M -$215K -2,016 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.48M – – –
SB
14
Strategic Blueprint
Georgia
$2.08M +$15K +140 +0.8%
Citadel Advisors
15
Citadel Advisors
Florida
$1.88M -$10.5M -97,974 -86%
BIM
16
Bridges Investment Management
Nebraska
$1.5M – – –
TRCT
17
Tower Research Capital (TRC)
New York
$1.44M +$114K +1,064 +9%
PO
18
Private Ocean
California
$1.36M +$63.3K +592 +5%
ANTB
19
AMG National Trust Bank
Colorado
$1.11M +$1.05M +9,825 New
CCM
20
Chilton Capital Management
Texas
$1.11M – – –
CFGS
21
Concourse Financial Group Securities
Alabama
$974K -$24.3K -227 -3%
Goldman Sachs
22
Goldman Sachs
New York
$778K – – –
IWC
23
Integrated Wealth Concepts
Massachusetts
$752K -$12.7K -119 -2%
PNC
24
Park National Corp
Ohio
$750K +$4.17K +39 +0.6%
Bank of America
25
Bank of America
North Carolina
$744K +$187K +1,753 +36%
1
2 3

TILT Hedge Fund Activity: Q2 2020 in Review

56 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2020, worth a combined $1.12B — up 6.6% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TILT positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 20 trimmed.

The largest buyer was RVW Wealth, opening a new position worth an estimated $10.6M. The largest seller was Northern Trust, cutting an estimated $104M.

  • 56 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2020, up from 53 in Q1 2020.
  • Funds reported $1.12B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 9 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2020 and 6 closed out, a net change of +3 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2020 was RVW Wealth, an estimated $10.6M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2020 was Northern Trust, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2020.