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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

90 hedge funds and large institutions have $1.42B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 2 closing their positions.

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
33
Closed
2
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$85K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.9M
2
Comerica Bank
2
Comerica Bank
Texas
$4.59M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M
4
BCA
4
Ballentine Capital Advisors
South Carolina
$2.73M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.1B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.28M
3
SAG
3
SageView Advisory Group
California
$33.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.8M
5
CRI
5
Colonial River Investments
Virginia
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.1B 6,054,890 -130,059 -2%
Morgan Stanley
2
Morgan Stanley
New York
$45.9M 251,774 +125,789 +100%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$35.1M 192,347 -605 -0.3%
SAG
4
SageView Advisory Group
California
$33.6M 180,607 -24,620 -12%
CFA
5
Capstone Financial Advisors
Illinois
$30.6M 167,729 -2,414 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$25.8M 141,194 -16,802 -11%
EA
7
Efficient Advisors
Ohio
$22.3M 122,139 -7,132 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.8M 103,068 +10,498 +11%
RW
9
RVW Wealth
California
$16.1M 88,352 -205 -0.2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.04M 44,054 +19,844 +82%
LPL Financial
11
LPL Financial
California
$6.1M 33,402 +2,004 +6%
ST
12
Sentinel Trust
Texas
$5.69M 31,157 -65 -0.2%
Comerica Bank
13
Comerica Bank
Texas
$4.59M 25,135 +25,135 New
MML Investors Services
14
MML Investors Services
Massachusetts
$4.43M 24,286 +4,722 +24%
SB
15
Strategic Blueprint
Georgia
$3.8M 20,810 +5 +0%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.73M 20,445 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.38M 18,544 -868 -4%
WA
18
Wealthstream Advisors
New York
$3.22M 17,661 +3,945 +29%
Wells Fargo
19
Wells Fargo
California
$2.73M 14,974 -55 -0.4%
BCA
20
Ballentine Capital Advisors
South Carolina
$2.73M 14,664 +14,664 New
UBS Group
21
UBS Group
Switzerland
$2.61M 14,282 +174 +1%
GA
22
Goldstein Advisors
Wisconsin
$2.57M 14,089 -111 -0.8%
Corient Private Wealth
23
Corient Private Wealth
Florida
$2.25M 12,316 – –
ANTB
24
AMG National Trust Bank
Colorado
$1.95M 10,699 – –
BIM
25
Bridges Investment Management
Nebraska
$1.92M 10,496 – –
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