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FlexShares Morningstar US Market Factors Tilt Index Fund

103 hedge funds and large institutions have $1.5B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
19
Reduced
33
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.25B 6,057,110 +8,583 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$34.7M 168,870 +2,131 +1%
CFA
3
Capstone Financial Advisors
Illinois
$31.2M 151,444 -1,615 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26M 126,529 +9,076 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.1M 121,854 -1,226 -1%
SAG
6
SageView Advisory Group
California
$16.8M 81,562 -60,163 -42%
RW
7
RVW Wealth
California
$15M 72,841 -3,132 -4%
LPL Financial
8
LPL Financial
California
$6.96M 33,841 +3,549 +12%
MML Investors Services
9
MML Investors Services
Massachusetts
$6.83M 33,175 +3,491 +12%
EA
10
Efficient Advisors
Ohio
$6.68M 32,446 -8,518 -21%
ST
11
Sentinel Trust
Texas
$5.67M 27,549 -654 -2%
TWA
12
Trace Wealth Advisors
California
$5.04M 24,508 +79 +0.3%
SB
13
Strategic Blueprint
Georgia
$4.18M 20,318 -198 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.06M 19,742 +10 +0.1%
WA
15
Wealthstream Advisors
New York
$4.01M 19,487 +437 +2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.87M 18,816
UBS Group
17
UBS Group
Switzerland
$3.22M 15,637 +723 +5%
GA
18
Goldstein Advisors
Wisconsin
$2.9M 14,074 -480 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.81M 13,678 -6,125 -31%
BCA
20
Ballentine Capital Advisors
South Carolina
$2.79M 13,548 -79 -0.6%
Wells Fargo
21
Wells Fargo
California
$2.58M 12,562 -276 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.46M 11,954 +5,008 +72%
Raymond James Financial
23
Raymond James Financial
Florida
$2.41M 11,734 -1,034 -8%
ANTB
24
AMG National Trust Bank
Colorado
$2.2M 10,699
BIM
25
Bridges Investment Management
Nebraska
$2.16M 10,515