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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

67 hedge funds and large institutions have $1.15B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
16
Reduced
24
Closed
5
Calls
$52K
Puts
$18K
Net Calls
+$34K
Net Calls Change
+$399K

Top Buyers

1
RW
1
RVW Wealth
California
$20.7M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.94M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.3M
4
IFA
4
Interactive Financial Advisors
Illinois
$787K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$947M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$900K
4
QA
4
Quantitative Advantage
Minnesota
$25.6M
5
EA
5
Efficient Advisors
Ohio
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$947M 6,846,002 -77,835 -1%
QA
2
Quantitative Advantage
Minnesota
$25.6M 184,944 -8,432 -4%
CFA
3
Capstone Financial Advisors
Illinois
$25.4M 183,474 -1,289 -0.7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$22.8M 165,183 -6,779 -4%
RW
5
RVW Wealth
California
$20.7M 149,711 +57,074 +62%
EA
6
Efficient Advisors
Ohio
$19.1M 138,026 -7,819 -5%
Morgan Stanley
7
Morgan Stanley
New York
$17.4M 125,961 -71 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.3M 95,975 +7,379 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$7.94M 57,387 +31,571 +122%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.49M 39,710 -4,085 -9%
ST
11
Sentinel Trust
Texas
$4.88M 35,302 – –
LPL Financial
12
LPL Financial
California
$4.42M 31,948 -2,513 -7%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.3M 23,854 +2,891 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.12M 22,534 +261 +1%
SB
15
Strategic Blueprint
Georgia
$2.99M 21,619 -227 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.88M 20,812 – –
Wells Fargo
17
Wells Fargo
California
$2.54M 18,334 +2 +0%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$2.47M 17,851 -594 -3%
UBS Group
19
UBS Group
Switzerland
$2.06M 14,884 +1,598 +12%
BIM
20
Bridges Investment Management
Nebraska
$1.58M 11,396 – –
ANTB
21
AMG National Trust Bank
Colorado
$1.48M 10,699 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.3M 9,414 +221 +2%
PO
23
Private Ocean
California
$1.11M 8,039 -1 -0%
KAS
24
Kestra Advisory Services
Texas
$947K 6,848 +195 +3%
Goldman Sachs
25
Goldman Sachs
New York
$900K 6,511 -16,348 -72%
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