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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

76 hedge funds and large institutions have $1.35B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
26
Closed
4
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$39K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.55M
4
FTUS
4
Flow Traders U.S.
New York
$1.17M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.08M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.07B
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RW
3
RVW Wealth
California
$15.4M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.65M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.07B 6,351,984 -275,434 -4%
SAG
2
SageView Advisory Group
California
$35.2M 208,657 -5,367 -3%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$31.2M 184,994 +184,994 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.1M 172,362 +4,646 +3%
CFA
5
Capstone Financial Advisors
Illinois
$28.9M 171,641 -4,518 -3%
EA
6
Efficient Advisors
Ohio
$23.1M 136,763 -1,142 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$21.3M 126,168 +2,005 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.3M 96,942 -1,280 -1%
RW
9
RVW Wealth
California
$15.4M 91,072 -8,738 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.22M 48,785 -6,465 -12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.55M 38,842 +15,758 +68%
LPL Financial
12
LPL Financial
California
$5.39M 31,957 +66 +0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.37M 31,845 +23,415 +278%
ST
14
Sentinel Trust
Texas
$5.26M 31,222 -241 -0.8%
SB
15
Strategic Blueprint
Georgia
$3.57M 21,180 +380 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.5M 20,784 -28 -0.1%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.39M 20,111 +1,937 +11%
UBS Group
18
UBS Group
Switzerland
$2.64M 15,632 +1,454 +10%
GA
19
Goldstein Advisors
Wisconsin
$2.54M 15,066 -366 -2%
CRI
20
Colonial River Investments
Virginia
$2.38M 14,098 -789 -5%
WA
21
Wealthstream Advisors
New York
$2.23M 13,235 +400 +3%
Wells Fargo
22
Wells Fargo
California
$2.18M 12,916 -1,744 -12%
Corient Private Wealth
23
Corient Private Wealth
Florida
$2.08M 12,316 +5,000 +68%
ANTB
24
AMG National Trust Bank
Colorado
$1.8M 10,699 – –
BIM
25
Bridges Investment Management
Nebraska
$1.77M 10,496 – –
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