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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

46 hedge funds and large institutions have $478M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
13
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$321K -$448 -8 -0.1%
NP
27
NorthRock Partners
Minnesota
$300K +$1.01K +18 +0.3%
PA
28
Planning Alternatives
Michigan
$294K +$294K +5,248 New
WA
29
Wealth Architects
California
$273K +$7.84K +140 +3%
MWM
30
Merriman Wealth Management
Washington
$216K -$22.5K -402 -9%
SB
31
Strategic Blueprint
Georgia
$213K
RJA
32
Raymond James & Associates
Florida
$210K
CC
33
Callan Capital
California
$205K +$205K +3,667 New
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$174K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$128K +$616 +11 +0.5%
Bank of America
36
Bank of America
North Carolina
$121K -$8.96K -160 -7%
UBS Group
37
UBS Group
Switzerland
$119K +$111K +1,993 +1,338%
Wells Fargo
38
Wells Fargo
California
$112K -$9.8K -175 -8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$87K
BFC
40
Bedel Financial Consulting
Indiana
$80K
TFGT
41
TS Financial Group (TSFG)
Illinois
$68K
AF
42
Allworth Financial
California
$61K
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$37K +663 New
IA
44
IFP Advisors
Florida
$27K
Citigroup
45
Citigroup
New York
$5K
AA
46
Advisory Alpha
Michigan
$5K +$5K +79 New
ANTB
47
AMG National Trust Bank
Colorado
-$706K -13,218 Closed
FTUS
48
Flow Traders U.S.
New York
-$366K -6,858 Closed
PAMG
49
Patton Albertson Miller Group
Tennessee
-$295K -5,520 Closed
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
-$249K -4,668 Closed