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FlexShares Morningstar US Market Factors Tilt Index Fund

98 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, 17 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.5B → $1.57B (+$63.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 93.02%91.94% (-1.1%)

5% less funds holding

Funds holding: 10398 (-5)

53% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 36

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
17
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.26B -$89.4M -429,146 -7%
CFA
2
Capstone Financial Advisors
Illinois
$42.4M +$7.88M +37,856 +25%
Morgan Stanley
3
Morgan Stanley
New York
$40.6M +$2.57M +12,335 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27.1M -$141K -677 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$27.1M -$1.15M -5,529 -4%
RW
6
RVW Wealth
California
$16.2M -$79.4K -381 -0.5%
ST
7
Sageworth Trust
Pennsylvania
$15.8M +$14.2M +68,030 +2,708%
SAG
8
SageView Advisory Group
California
$15.3M -$3.17M -15,216 -19%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.4M -$31.7K -152 -0.5%
LPL Financial
10
LPL Financial
California
$7.31M -$251K -1,204 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$6.63M +$6.17M +29,606 New
ST
12
Sentinel Trust
Texas
$6.17M -$2.71K -13 -0%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.1M +$4.02M +19,299 +243%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.49M +$2.26M +10,845 +79%
TWA
15
Trace Wealth Advisors
California
$5.49M
EA
16
Efficient Advisors
Ohio
$4.99M -$2.12M -10,178 -31%
WA
17
Wealthstream Advisors
New York
$4.57M +$195K +936 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.42M -$2.08K -10 -0.1%
Corient Private Wealth
19
Corient Private Wealth
Florida
$4.21M
UBS Group
20
UBS Group
Switzerland
$3.3M -$185K -886 -6%
GA
21
Goldstein Advisors
Wisconsin
$3.14M -$10.8K -52 -0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3M +$300K +1,442 +12%
BCA
23
Ballentine Capital Advisors
South Carolina
$2.92M -$106K -509 -4%
Wells Fargo
24
Wells Fargo
California
$2.89M +$70.4K +338 +3%
ANTB
25
AMG National Trust Bank
Colorado
$2.4M

TILT Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2025, worth a combined $1.57B — up 4.2% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TILT and 4 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 17 added.

The largest buyer was Sageworth Trust, adding an estimated $14.2M. The largest seller was Northern Trust, cutting an estimated $89.4M.

  • 98 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $1.57B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2025 and 9 closed out, a net change of -5 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2025 was Sageworth Trust, an estimated $14.2M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2025 was Northern Trust, an estimated $89.4M sold.

Based on aggregated 13F filings for Q2 2025.