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FlexShares Morningstar US Market Factors Tilt Index Fund

91 hedge funds and large institutions have $1.56B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.48B → $1.56B (+$82.6M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less funds holding

Funds holding: 9291 (-1)

1.37% less ownership

Funds ownership: 92.94%91.57% (-1.4%)

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.29B +$5.38M +26,220 +0.4%
CFA
2
Capstone Financial Advisors
Illinois
$34.6M -$171K -833 -0.5%
SAG
3
SageView Advisory Group
California
$31.6M -$2.24M -10,932 -7%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M -$38.8K -189 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.2M -$459K -2,236 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.8M -$1.13M -5,491 -5%
RW
7
RVW Wealth
California
$17M -$369K -1,799 -2%
EA
8
Efficient Advisors
Ohio
$10.7M -$12M -58,298 -54%
LPL Financial
9
LPL Financial
California
$6.48M -$23K -112 -0.4%
ST
10
Sentinel Trust
Texas
$6.28M -$136K -662 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$5.31M -$155K -756 -3%
SB
12
Strategic Blueprint
Georgia
$4.52M -$75.1K -366 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.06M -$277K -1,353 -7%
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.05M
WA
15
Wealthstream Advisors
New York
$4.04M -$37.5K -183 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.23M +$1.4M +6,815 +82%
GA
17
Goldstein Advisors
Wisconsin
$3.04M +$77.5K +378 +3%
BCA
18
Ballentine Capital Advisors
South Carolina
$3.03M -$50K -244 -2%
UBS Group
19
UBS Group
Switzerland
$3M -$11.3K -55 -0.4%
WANY
20
Wealthspire Advisors (New York)
New York
$2.81M +$2.7M +13,185 New
Wells Fargo
21
Wells Fargo
California
$2.63M -$14.8K -72 -0.6%
ANTB
22
AMG National Trust Bank
Colorado
$2.28M
BIM
23
Bridges Investment Management
Nebraska
$2.24M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.94M -$3.37M -16,440 -64%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.81M

TILT Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2024, worth a combined $1.56B — up 5.6% from $1.48B a quarter earlier.

Fund positioning in TILT was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 33 trimmed.

The largest buyer was Northern Trust, adding an estimated $5.38M. The largest seller was Efficient Advisors, cutting an estimated $12M.

  • 91 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2024, down from 92 in Q2 2024.
  • Funds reported $1.56B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2024 was Northern Trust, an estimated $5.38M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2024 was Efficient Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.