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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

92 hedge funds and large institutions have $1.48B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
29
Closed
4
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$14K

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.21B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.1M
4
ZIM
4
Zacks Investment Management
Illinois
$1.05M
5
Bessemer Group
5
Bessemer Group
New Jersey
$720K

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$852K
2
SAG
2
SageView Advisory Group
California
$31.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.67M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.1M
5
EA
5
Efficient Advisors
Ohio
$21.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.21B 6,029,907 +131,307 +2%
CFA
2
Capstone Financial Advisors
Illinois
$32.7M 163,617 -2,440 -1%
SAG
3
SageView Advisory Group
California
$31.9M 159,455 -26,024 -14%
Morgan Stanley
4
Morgan Stanley
New York
$28.1M 140,416 +5,949 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25M 125,337 -2,977 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.4M 117,130 +13,415 +13%
EA
7
Efficient Advisors
Ohio
$21.7M 108,746 -8,270 -7%
RW
8
RVW Wealth
California
$16.3M 81,722 -4,373 -5%
LPL Financial
9
LPL Financial
California
$6.11M 30,573 -1,759 -5%
ST
10
Sentinel Trust
Texas
$6.03M 30,160 – –
MML Investors Services
11
MML Investors Services
Massachusetts
$5.14M 25,716 +2,480 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.1M 25,538 -15,532 -38%
SB
13
Strategic Blueprint
Georgia
$4.31M 21,587 +197 +0.9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.09M 20,445 – –
WA
15
Wealthstream Advisors
New York
$3.83M 19,183 -644 -3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.8M 19,016 – –
BCA
17
Ballentine Capital Advisors
South Carolina
$2.89M 14,470 -185 -1%
UBS Group
18
UBS Group
Switzerland
$2.83M 14,139 -2 -0%
GA
19
Goldstein Advisors
Wisconsin
$2.78M 13,889 -79 -0.6%
Wells Fargo
20
Wells Fargo
California
$2.49M 12,450 -160 -1%
ANTB
21
AMG National Trust Bank
Colorado
$2.14M 10,699 – –
BIM
22
Bridges Investment Management
Nebraska
$2.1M 10,515 +29 +0.3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.7M 8,488 – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.67M 8,354 -17,909 -68%
KAS
25
Kestra Advisory Services
Texas
$1.5M 7,505 +529 +8%
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