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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

48 hedge funds and large institutions have $523M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
10
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
26
Capital Bank & Trust
California
$299K +$299K +4,530 New
MWM
27
Merriman Wealth Management
Washington
$255K
RJA
28
Raymond James & Associates
Florida
$248K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$244K +$244K +3,700 New
CC
30
Callan Capital
California
$243K +$990 +15 +0.4%
SB
31
Strategic Blueprint
Georgia
$231K -$19.8K -300 -8%
PAG
32
Private Advisor Group
New Jersey
$228K +$228K +3,450 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$205K
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$151K +$592 +9 +0.4%
Wells Fargo
35
Wells Fargo
California
$140K +$8.23K +125 +6%
RCA
36
Rowland Carmichael Advisors
Arizona
$128K +$128K +1,940 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$102K
BFC
38
Bedel Financial Consulting
Indiana
$94K
ST
39
Sageworth Trust
Pennsylvania
$91K +$91K +1,386 New
TFGT
40
TS Financial Group (TSFG)
Illinois
$80K
AF
41
Allworth Financial
California
$72K
Bank of America
42
Bank of America
North Carolina
$63K -$78.9K -1,201 -56%
UBS Group
43
UBS Group
Switzerland
$44K -$97.7K -1,477 -69%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$44K
IA
45
IFP Advisors
Florida
$21K -$9.92K -153 -32%
Citigroup
46
Citigroup
New York
$5K
LWA
47
Lenox Wealth Advisors
New York
$4K +$4K +61 New
3LCM
48
3D/L Capital Management
Connecticut
$1K +$1K +10,618 New
HR
49
Hayden Royal
North Carolina
-$520K -9,303 Closed
MML Investors Services
50
MML Investors Services
Massachusetts
-$496K -8,861 Closed