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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

88 hedge funds and large institutions have $1.46B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
32
Closed
6
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.21M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.77M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.31M
4
CA
4
Cetera Advisors
Colorado
$597K
5
WA
5
Wealthstream Advisors
New York
$3.93M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.17B
2
Morgan Stanley
2
Morgan Stanley
New York
$26.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.5M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.17B 5,898,600 -156,290 -3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$37M 186,511 -5,836 -3%
CFA
3
Capstone Financial Advisors
Illinois
$32.9M 166,057 -1,672 -1%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M 134,467 -117,307 -47%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.5M 128,314 -12,880 -9%
EA
6
Efficient Advisors
Ohio
$23.2M 117,016 -5,123 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.6M 103,715 +647 +0.6%
RW
8
RVW Wealth
California
$17.1M 86,095 -2,257 -3%
SAG
9
SageView Advisory Group
California
$13.3M 185,479 +4,872 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.15M 41,070 -2,984 -7%
LPL Financial
11
LPL Financial
California
$6.41M 32,332 -1,070 -3%
ST
12
Sentinel Trust
Texas
$5.98M 30,160 -997 -3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$5.21M 26,263 +7,719 +42%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.61M 23,236 -1,050 -4%
SB
15
Strategic Blueprint
Georgia
$4.24M 21,390 +580 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.06M 20,445 – –
WA
17
Wealthstream Advisors
New York
$3.93M 19,827 +2,166 +12%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.77M 19,016 +6,700 +54%
BCA
19
Ballentine Capital Advisors
South Carolina
$2.89M 14,655 -9 -0.1%
UBS Group
20
UBS Group
Switzerland
$2.81M 14,141 -141 -1%
GA
21
Goldstein Advisors
Wisconsin
$2.77M 13,968 -121 -0.9%
Wells Fargo
22
Wells Fargo
California
$2.5M 12,610 -2,364 -16%
ANTB
23
AMG National Trust Bank
Colorado
$2.12M 10,699 – –
BIM
24
Bridges Investment Management
Nebraska
$2.08M 10,486 -10 -0.1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.68M 8,488 – –
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