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FlexShares Morningstar US Market Factors Tilt Index Fund

99 hedge funds and large institutions have $1.68B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $1.57B → $1.68B (+$114M)

1% more funds holding

Funds holding: 9899 (+1)

0.49% more ownership

Funds ownership: 91.94%92.43% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

64% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 36

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.36B -$672K -2,879 -0.1%
CFA
2
Capstone Financial Advisors
Illinois
$44.6M -$1.19M -5,105 -3%
Morgan Stanley
3
Morgan Stanley
New York
$43.9M -$8.63K -37 -0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.4M +$1.97M +8,427 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29.2M -$113K -483 -0.4%
RW
6
RVW Wealth
California
$17.5M -$32.9K -141 -0.2%
ST
7
Sageworth Trust
Pennsylvania
$17.1M
SAG
8
SageView Advisory Group
California
$16M -$29.4K -126 -0.2%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.1M +$1.06M +4,535 +14%
LPL Financial
10
LPL Financial
California
$7.75M -$152K -650 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$6.81M +$199K +851 +3%
ST
12
Sentinel Trust
Texas
$6.5M -$164K -703 -3%
TWA
13
Trace Wealth Advisors
California
$5.94M
WA
14
Wealthstream Advisors
New York
$5.68M +$705K +3,023 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.12M +$323K +1,386 +7%
Wells Fargo
16
Wells Fargo
California
$4.58M +$1.4M +5,986 +46%
EA
17
Efficient Advisors
Ohio
$4.25M -$1.11M -4,736 -21%
UBS Group
18
UBS Group
Switzerland
$3.52M -$51.8K -222 -2%
GA
19
Goldstein Advisors
Wisconsin
$3.39M -$7.7K -33 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.23M -$15.9K -68 -0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.16M -$2.68M -11,468 -47%
BCA
22
Ballentine Capital Advisors
South Carolina
$3.05M -$106K -456 -3%
ANTB
23
AMG National Trust Bank
Colorado
$2.59M
DWS
24
Discipline Wealth Solutions
South Carolina
$2.48M +$505K +2,166 +27%
BIM
25
Bridges Investment Management
Nebraska
$2.45M -$42.5K -182 -2%

TILT Hedge Fund Activity: Q3 2025 in Review

99 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2025, worth a combined $1.68B — up 7.3% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TILT positions and 7 closed out — a net gain of 1 holder — while 13 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.63M sold.

  • 99 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2025, up from 98 in Q2 2025.
  • Funds reported $1.68B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 8 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2025 was Envestnet Asset Management, an estimated $1.97M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2025 was Citadel Advisors, an estimated $6.63M sold.

Based on aggregated 13F filings for Q3 2025.