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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

67 hedge funds and large institutions have $1.47B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
25
Closed
5
Calls
$46K
Puts
$449K
Net Calls
-$403K
Net Calls Change
-$407K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.4M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.1M
3
CFA
3
Capstone Financial Advisors
Illinois
$34.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.4M
5
DY
5
Dowling & Yahnke
California
$1.33M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.31M
2
CP
2
Castleview Partners
Texas
$25K
3
LPL Financial
3
LPL Financial
California
$5.7M
4
Wells Fargo
4
Wells Fargo
California
$2.5M
5
CFGS
5
Concourse Financial Group Securities
Alabama
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.22B 6,992,821 -1,841 -0%
QA
2
Quantitative Advantage
Minnesota
$34.9M 200,438 -4,721 -2%
CFA
3
Capstone Financial Advisors
Illinois
$34.3M 196,937 +9,950 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.8M 171,343 -7,189 -4%
EA
5
Efficient Advisors
Ohio
$26.5M 152,052 -3,322 -2%
Morgan Stanley
6
Morgan Stanley
New York
$22.4M 128,680 +124,141 +2,735%
RW
7
RVW Wealth
California
$17.4M 99,810 -3,352 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.4M 94,158 +7,646 +9%
ST
9
Sentinel Trust
Texas
$6.15M 35,302 – –
LPL Financial
10
LPL Financial
California
$5.7M 32,701 -11,226 -26%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.1M 23,563 +21,112 +861%
Goldman Sachs
12
Goldman Sachs
New York
$3.98M 22,859 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$3.9M 22,412 +153 +0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.62M 20,812 -98 -0.5%
SB
15
Strategic Blueprint
Georgia
$3.43M 19,679 +225 +1%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$3.15M 18,098 +2,947 +19%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.71M 15,573 -937 -6%
Wells Fargo
18
Wells Fargo
California
$2.5M 14,378 -10,288 -42%
UBS Group
19
UBS Group
Switzerland
$2.49M 14,317 -238 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.31M 13,276 -24,836 -65%
BIM
21
Bridges Investment Management
Nebraska
$1.99M 11,396 – –
ANTB
22
AMG National Trust Bank
Colorado
$1.86M 10,699 -1,816 -15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.6M 9,193 – –
PO
24
Private Ocean
California
$1.41M 8,074 -1,079 -12%
DY
25
Dowling & Yahnke
California
$1.33M 7,626 +7,626 New
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