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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

57 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
9
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.87M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.31M
3
SWM
3
SVA Wealth Management
Wisconsin
$1.55M
4
CJA
4
C-J Advisory
California
$29.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$769K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.09B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.09M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$22.6M
4
EA
4
Efficient Advisors
Ohio
$29M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.09B 7,542,944 -47,795 -0.6%
CJA
2
C-J Advisory
California
$29.5M 203,850 +5,611 +3%
EA
3
Efficient Advisors
Ohio
$29M 200,040 -33,392 -14%
CFA
4
Capstone Financial Advisors
Illinois
$28.9M 199,515 -8,333 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.6M 156,444 -37,537 -19%
RW
6
RVW Wealth
California
$15M 103,324 +3,635 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.51M 58,770 -3,889 -6%
LPL Financial
8
LPL Financial
California
$5.82M 40,176 +426 +1%
ST
9
Sentinel Trust
Texas
$5.11M 35,302 – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.57M 24,638 -29,514 -55%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.41M 23,525 -551 -2%
Goldman Sachs
12
Goldman Sachs
New York
$3.31M 22,859 +16,009 +234%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.16M 21,813 – –
Morgan Stanley
14
Morgan Stanley
New York
$2.87M 19,808 +18,679 +1,654%
SB
15
Strategic Blueprint
Georgia
$2.73M 18,888 – –
ANTB
16
AMG National Trust Bank
Colorado
$2.28M 15,751 – –
UBS Group
17
UBS Group
Switzerland
$2.25M 15,556 -768 -5%
BIM
18
Bridges Investment Management
Nebraska
$1.76M 12,158 – –
SWM
19
SVA Wealth Management
Wisconsin
$1.55M 10,705 +10,705 New
CFGS
20
Concourse Financial Group Securities
Alabama
$1.19M 8,210 -129 -2%
PO
21
Private Ocean
California
$1.12M 7,710 -4,315 -36%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.09M 7,545 -38,400 -84%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.06M 7,316 -336 -4%
Bank of America
24
Bank of America
North Carolina
$973K 6,723 -994 -13%
PNC
25
Park National Corp
Ohio
$839K 5,797 +75 +1%
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