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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

81 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
29
Closed
2
Calls
$101K
Puts
–
Net Calls
+$101K
Net Calls Change
+$85K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$31.4M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$940K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.99M
4
TCBWMS
4
Texas Capital Bank Wealth Management Services
Texas
$835K
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$691K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.94M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$326K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.01B 6,184,949 -167,035 -3%
SAG
2
SageView Advisory Group
California
$33.4M 205,227 -3,430 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$31.4M 192,952 +7,958 +4%
CFA
4
Capstone Financial Advisors
Illinois
$27.7M 170,143 -1,498 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.7M 157,996 -14,366 -8%
EA
6
Efficient Advisors
Ohio
$21.1M 129,271 -7,492 -5%
Morgan Stanley
7
Morgan Stanley
New York
$20.5M 125,985 -183 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$15.1M 92,570 -4,372 -5%
RW
9
RVW Wealth
California
$14.4M 88,557 -2,515 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.95M 48,785 – –
LPL Financial
11
LPL Financial
California
$5.11M 31,398 -559 -2%
ST
12
Sentinel Trust
Texas
$5.09M 31,222 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.94M 24,210 -14,632 -38%
SB
14
Strategic Blueprint
Georgia
$3.39M 20,805 -375 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.33M 20,445 -339 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.19M 19,564 -547 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.16M 19,412 -12,433 -39%
Wells Fargo
18
Wells Fargo
California
$2.45M 15,029 +2,113 +16%
GA
19
Goldstein Advisors
Wisconsin
$2.31M 14,200 -866 -6%
UBS Group
20
UBS Group
Switzerland
$2.3M 14,108 -1,524 -10%
CRI
21
Colonial River Investments
Virginia
$2.26M 13,865 -233 -2%
WA
22
Wealthstream Advisors
New York
$2.23M 13,716 +481 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$2.01M 12,316 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$1.99M 12,228 +5,510 +82%
ANTB
25
AMG National Trust Bank
Colorado
$1.74M 10,699 – –
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