TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Activity

99 hedge funds and large institutions have $1.57B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
18
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
Sageworth Trust
Pennsylvania
$15.8M
2
CFA
Capstone Financial Advisors
Illinois
$42.4M
3
Citadel Advisors
Citadel Advisors
Florida
$6.63M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.1M
5
Morgan Stanley
Morgan Stanley
New York
$40.6M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.26B
2
SB
Strategic Blueprint
Georgia
$0
3
SAG
SageView Advisory Group
California
$15.3M
4
EA
Efficient Advisors
Ohio
$4.99M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.26B -$96.1M -429,146 -7%
CFA
2
Capstone Financial Advisors
Illinois
$42.4M +$8.48M +37,856 +25%
Morgan Stanley
3
Morgan Stanley
New York
$40.6M +$2.76M +12,335 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27.1M -$152K -677 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M -$1.24M -5,529 -4%
RW
6
RVW Wealth
California
$16.2M -$85.3K -381 -0.5%
ST
7
Sageworth Trust
Pennsylvania
$15.8M +$15.2M +68,030 +2,708%
SAG
8
SageView Advisory Group
California
$15.3M -$3.52M -15,216 -19%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.4M -$34K -152 -0.5%
LPL Financial
10
LPL Financial
California
$7.31M -$270K -1,204 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$6.63M +$6.63M +29,606 New
ST
12
Sentinel Trust
Texas
$6.17M -$2.91K -13 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.1M +$4.32M +19,299 +243%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.49M +$2.43M +10,845 +79%
TWA
15
Trace Wealth Advisors
California
$5.49M – – –
EA
16
Efficient Advisors
Ohio
$4.99M -$2.28M -10,178 -31%
WA
17
Wealthstream Advisors
New York
$4.57M +$210K +936 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.42M -$2.24K -10 -0.1%
Corient Private Wealth
19
Corient Private Wealth
Florida
$4.21M – – –
UBS Group
20
UBS Group
Switzerland
$3.3M -$198K -886 -6%
GA
21
Goldstein Advisors
Wisconsin
$3.14M -$11.6K -52 -0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3M +$323K +1,442 +12%
BCA
23
Ballentine Capital Advisors
South Carolina
$2.92M -$114K -509 -4%
Wells Fargo
24
Wells Fargo
California
$2.89M +$75.7K +338 +3%
ANTB
25
AMG National Trust Bank
Colorado
$2.4M – – –
1
2 3 4 5