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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

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.

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.32%
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
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.29B
2
WANY
2
Wealthspire Advisors (New York)
New York
$2.81M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.23M
4
FTUS
4
Flow Traders U.S.
New York
$1.56M
5
Jane Street
5
Jane Street
New York
$1.07M

Top Sellers

1
EA
1
Efficient Advisors
Ohio
$10.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.94M
3
SAG
3
SageView Advisory Group
California
$31.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.29B 6,056,127 +26,220 +0.4%
CFA
2
Capstone Financial Advisors
Illinois
$34.6M 162,784 -833 -0.5%
SAG
3
SageView Advisory Group
California
$31.6M 148,523 -10,932 -7%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M 140,227 -189 -0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.2M 123,101 -2,236 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.8M 111,639 -5,491 -5%
RW
7
RVW Wealth
California
$17M 79,923 -1,799 -2%
EA
8
Efficient Advisors
Ohio
$10.7M 50,448 -58,298 -54%
LPL Financial
9
LPL Financial
California
$6.48M 30,461 -112 -0.4%
ST
10
Sentinel Trust
Texas
$6.28M 29,498 -662 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$5.31M 24,960 -756 -3%
SB
12
Strategic Blueprint
Georgia
$4.52M 21,221 -366 -2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.06M 19,092 -1,353 -7%
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.05M 19,016 – –
WA
15
Wealthstream Advisors
New York
$4.04M 19,000 -183 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.23M 15,169 +6,815 +82%
GA
17
Goldstein Advisors
Wisconsin
$3.04M 14,267 +378 +3%
BCA
18
Ballentine Capital Advisors
South Carolina
$3.03M 14,226 -244 -2%
UBS Group
19
UBS Group
Switzerland
$3M 14,084 -55 -0.4%
WANY
20
Wealthspire Advisors (New York)
New York
$2.81M 13,185 +13,185 New
Wells Fargo
21
Wells Fargo
California
$2.63M 12,378 -72 -0.6%
ANTB
22
AMG National Trust Bank
Colorado
$2.28M 10,699 – –
BIM
23
Bridges Investment Management
Nebraska
$2.24M 10,515 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.94M 9,098 -16,440 -64%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.81M 8,488 – –
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