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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

59 hedge funds and large institutions have $1.44B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
6
Increased
11
Reduced
20
Closed
3
Calls
–
Puts
$12K
Net Calls
-$12K
Net Calls Change
-$12K

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$29.2M
2
Northern Trust
2
Northern Trust
Illinois
$1.21B
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.5M
5
Wells Fargo
5
Wells Fargo
California
$1.07M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$27.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$939K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.33M
4
CBT
4
Capital Bank & Trust
California
$0
5
CFA
5
Capstone Financial Advisors
Illinois
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.21B 7,574,513 +31,569 +0.4%
CJA
2
C-J Advisory
California
$32.5M 203,975 +125 +0.1%
CFA
3
Capstone Financial Advisors
Illinois
$31.3M 196,056 -3,459 -2%
QA
4
Quantitative Advantage
Minnesota
$29.2M 183,068 +183,068 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.2M 177,080 +20,636 +13%
EA
6
Efficient Advisors
Ohio
$27.7M 173,532 -26,508 -13%
RW
7
RVW Wealth
California
$17M 108,273 +4,949 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.5M 78,297 +19,527 +33%
LPL Financial
9
LPL Financial
California
$6.51M 40,800 +624 +2%
ST
10
Sentinel Trust
Texas
$5.63M 35,302 – –
Goldman Sachs
11
Goldman Sachs
New York
$3.65M 22,859 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$3.53M 22,152 -1,373 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.48M 21,841 +28 +0.1%
SB
14
Strategic Blueprint
Georgia
$2.99M 18,735 -153 -0.8%
UBS Group
15
UBS Group
Switzerland
$2.42M 15,148 -408 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.33M 14,578 -10,060 -41%
ANTB
17
AMG National Trust Bank
Colorado
$2M 12,515 -3,236 -21%
BIM
18
Bridges Investment Management
Nebraska
$1.94M 12,158 – –
CFGS
19
Concourse Financial Group Securities
Alabama
$1.27M 7,942 -268 -3%
PO
20
Private Ocean
California
$1.18M 7,390 -320 -4%
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.17M 7,351 +35 +0.5%
Wells Fargo
22
Wells Fargo
California
$1.07M 6,716 +6,414 +2,124%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.05M 6,611 -934 -12%
Bank of America
24
Bank of America
North Carolina
$941K 5,901 -822 -12%
Morgan Stanley
25
Morgan Stanley
New York
$939K 5,888 -13,920 -70%
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