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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

75 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
13
Reduced
29
Closed
4
Calls
$59K
Puts
$4K
Net Calls
+$55K
Net Calls Change
+$29K

Top Buyers

1
CRI
1
Colonial River Investments
Virginia
$2.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$891K
5
LSA
5
L & S Advisors
California
$649K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.32M
3
RW
3
RVW Wealth
California
$15.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.62M
5
IFA
5
Interactive Financial Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.04B 6,627,418 -133,138 -2%
SAG
2
SageView Advisory Group
California
$33.6M 214,024 -1,568 -0.7%
QA
3
Quantitative Advantage
Minnesota
$28.8M 183,498 +2,069 +1%
CFA
4
Capstone Financial Advisors
Illinois
$27.6M 176,159 -936 -0.5%
EA
5
Efficient Advisors
Ohio
$21.6M 137,905 -1,119 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$19.5M 124,163 -222 -0.2%
RW
7
RVW Wealth
California
$15.7M 99,810 -17,156 -15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.4M 98,222 +5,813 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$8.67M 55,250 – –
LPL Financial
10
LPL Financial
California
$5M 31,891 -32 -0.1%
ST
11
Sentinel Trust
Texas
$4.94M 31,463 -107 -0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.62M 23,084 -8,101 -26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.26M 20,812 – –
SB
14
Strategic Blueprint
Georgia
$3.26M 20,800 -1,131 -5%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$2.87M 18,284 +433 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.85M 18,174 -1,132 -6%
Citadel Advisors
17
Citadel Advisors
Florida
$2.82M 17,975 +12,849 +251%
GA
18
Goldstein Advisors
Wisconsin
$2.42M 15,432 +203 +1%
CRI
19
Colonial River Investments
Virginia
$2.33M 14,887 +14,887 New
Wells Fargo
20
Wells Fargo
California
$2.3M 14,660 -3,349 -19%
UBS Group
21
UBS Group
Switzerland
$2.22M 14,178 -450 -3%
WA
22
Wealthstream Advisors
New York
$2.01M 12,835 +3,061 +31%
ANTB
23
AMG National Trust Bank
Colorado
$1.68M 10,699 – –
BIM
24
Bridges Investment Management
Nebraska
$1.65M 10,496 -819 -7%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.43M 9,098 -222 -2%
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