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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

50 hedge funds and large institutions have $509M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
13
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$366K +$366K +6,858 New
William Blair & Company
27
William Blair & Company
Illinois
$306K -$5.12K -96 -2%
PAMG
28
Patton Albertson Miller Group
Tennessee
$295K -$1.29M -24,113 -81%
NP
29
NorthRock Partners
Minnesota
$285K +$3.42K +64 +1%
WA
30
Wealth Architects
California
$253K +$253K +4,734 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$249K +$159K +2,985 +177%
MWM
32
Merriman Wealth Management
Washington
$228K -$1.02M -19,015 -82%
TWM
33
Tolleson Wealth Management
Texas
$214K +$214K +4,000 New
SB
34
Strategic Blueprint
Georgia
$203K +$203K +3,800 New
3AM
35
3D Asset Management
Connecticut
$200K +$200K +3,750 New
RJA
36
Raymond James & Associates
Florida
$200K +$200K +3,750 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$166K
PAG
38
Private Advisor Group
New Jersey
$153K +$153K +2,870 New
Bank of America
39
Bank of America
North Carolina
$124K -$41.9K -783 -25%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$122K +$122K +2,275 New
Wells Fargo
41
Wells Fargo
California
$116K +$53 +1 +0%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$83K
BFC
43
Bedel Financial Consulting
Indiana
$76K
TFGT
44
TS Financial Group (TSFG)
Illinois
$65K
AF
45
Allworth Financial
California
$58K
IA
46
IFP Advisors
Florida
$26K
KPW
47
Kore Private Wealth
New York
$25K
OPS
48
Orion Portfolio Solutions
Nebraska
$10K +$109 +2 +1%
UBS Group
49
UBS Group
Switzerland
$8K -$638K -11,875 -99%
Citigroup
50
Citigroup
New York
$4K