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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

71 hedge funds and large institutions have $475M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$323M 3,870,689 +97,653 +3%
CFA
2
Capstone Financial Advisors
Illinois
$38.5M 461,646 -3,262 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.8M 404,401 +55,382 +16%
HTIM
4
Harbour Trust & Investment Management
Indiana
$10.8M 129,573 +1,381 +1%
MML Investors Services
5
MML Investors Services
Massachusetts
$10.6M 126,813 +23,909 +23%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.93M 118,937 -5,373 -4%
SAG
7
SageView Advisory Group
California
$5.77M 68,612 -17,647 -20%
Morgan Stanley
8
Morgan Stanley
New York
$4.14M 49,571 +5,750 +13%
ST
9
Sageworth Trust
Pennsylvania
$3.97M 47,512 +47,512 New
EA
10
Efficient Advisors
Ohio
$3.03M 36,254 -31,933 -47%
LI
11
LRI Investments
Florida
$2.21M 26,436
FPB
12
First PREMIER Bank
South Dakota
$2.06M 24,733
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.92M 23,058 +3,379 +17%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.58M 18,876 -184 -1%
DWS
15
Discipline Wealth Solutions
South Carolina
$1.55M 18,554 +14,953 +415%
BIM
16
Bridges Investment Management
Nebraska
$1.43M 17,106 -857 -5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.2M 14,373 +171 +1%
TWA
18
Trace Wealth Advisors
California
$1.15M 13,732 -108 -0.8%
LPL Financial
19
LPL Financial
California
$1.06M 12,734 -2,260 -15%
FIM
20
Freedom Investment Management
Connecticut
$981K 11,760 +2,247 +24%
HIM
21
Hanlon Investment Management
New Jersey
$966K 11,573 +478 +4%
AAS
22
Avantax Advisory Services
Texas
$914K 10,950 +9 +0.1%
Jane Street
23
Jane Street
New York
$895K 10,729 -168,281 -94%
VC
24
Vestor Capital
Illinois
$738K 7,857 +7,857 New
HA
25
Herold Advisors
New York
$705K 8,450 -5 -0.1%