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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

69 hedge funds and large institutions have $1.26B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
11
Reduced
27
Closed
5
Calls
$30K
Puts
$4K
Net Calls
+$26K
Net Calls Change
-$8K

Top Buyers

1
SAG
1
SageView Advisory Group
California
$32M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$8.21M
3
GA
3
Goldstein Advisors
Wisconsin
$2.26M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.47M
5
PCA
5
Prosperity Capital Advisors
Ohio
$1.2M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1B
2
RW
2
RVW Wealth
California
$17.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1B 6,760,556 -85,446 -1%
SAG
2
SageView Advisory Group
California
$32M 215,592 +215,592 New
QA
3
Quantitative Advantage
Minnesota
$27M 181,429 -3,515 -2%
CFA
4
Capstone Financial Advisors
Illinois
$26.3M 177,095 -6,379 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.3M 163,816 -1,367 -0.8%
EA
6
Efficient Advisors
Ohio
$20.7M 139,024 +998 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$18.5M 124,385 -1,576 -1%
RW
8
RVW Wealth
California
$17.4M 116,966 -32,745 -22%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.7M 92,409 -3,566 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.21M 55,250 +50,667 +1,106%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.43M 36,527 -20,860 -36%
LPL Financial
12
LPL Financial
California
$4.74M 31,923 -25 -0.1%
ST
13
Sentinel Trust
Texas
$4.69M 31,570 -3,732 -11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.63M 31,185 -8,525 -21%
SB
15
Strategic Blueprint
Georgia
$3.26M 21,931 +312 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.09M 20,812 – –
MML Investors Services
17
MML Investors Services
Massachusetts
$2.87M 19,306 -4,548 -19%
Wells Fargo
18
Wells Fargo
California
$2.68M 18,009 -325 -2%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$2.65M 17,851 – –
GA
20
Goldstein Advisors
Wisconsin
$2.26M 15,229 +15,229 New
UBS Group
21
UBS Group
Switzerland
$2.17M 14,628 -256 -2%
BIM
22
Bridges Investment Management
Nebraska
$1.68M 11,315 -81 -0.7%
ANTB
23
AMG National Trust Bank
Colorado
$1.59M 10,699 – –
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.47M 9,900 +9,900 New
WA
25
Wealthstream Advisors
New York
$1.45M 9,774 +7,745 +382%
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