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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

97 hedge funds and large institutions have $1.59B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
23
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36M
2
TWA
2
Trace Wealth Advisors
California
$5.28M
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.76M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.4M
5
FMI
5
F/M Investments
District of Columbia
$1.2M

Top Sellers

1
CFA
1
Capstone Financial Advisors
Illinois
$33.1M
2
EA
2
Efficient Advisors
Ohio
$8.85M
3
Northern Trust
3
Northern Trust
Illinois
$1.31B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
SAG
5
SageView Advisory Group
California
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.31B 6,048,527 -7,600 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$36M 166,739 +26,512 +19%
CFA
3
Capstone Financial Advisors
Illinois
$33.1M 153,059 -9,725 -6%
SAG
4
SageView Advisory Group
California
$30.6M 141,725 -6,798 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$26.6M 123,080 -21 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.4M 117,453 +5,814 +5%
RW
7
RVW Wealth
California
$16.4M 75,973 -3,950 -5%
EA
8
Efficient Advisors
Ohio
$8.85M 40,964 -9,484 -19%
LPL Financial
9
LPL Financial
California
$6.54M 30,292 -169 -0.6%
MML Investors Services
10
MML Investors Services
Massachusetts
$6.41M 29,684 +4,724 +19%
ST
11
Sentinel Trust
Texas
$6.09M 28,203 -1,295 -4%
TWA
12
Trace Wealth Advisors
California
$5.28M 24,429 +24,429 New
SB
13
Strategic Blueprint
Georgia
$4.43M 20,516 -705 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.28M 19,803 +4,634 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.26M 19,732 +640 +3%
WA
16
Wealthstream Advisors
New York
$4.11M 19,050 +50 +0.3%
Corient Private Wealth
17
Corient Private Wealth
Florida
$4.06M 18,816 -200 -1%
UBS Group
18
UBS Group
Switzerland
$3.22M 14,914 +830 +6%
GA
19
Goldstein Advisors
Wisconsin
$3.14M 14,554 +287 +2%
BCA
20
Ballentine Capital Advisors
South Carolina
$2.94M 13,627 -599 -4%
Wells Fargo
21
Wells Fargo
California
$2.77M 12,838 +460 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$2.76M 12,768 +12,768 New
ANTB
23
AMG National Trust Bank
Colorado
$2.32M 10,699 – –
BIM
24
Bridges Investment Management
Nebraska
$2.27M 10,515 – –
KAS
25
Kestra Advisory Services
Texas
$1.68M 7,786 +1,797 +30%
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