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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

53 hedge funds and large institutions have $598M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
25
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
Wealth Architects
California
$517K +$21.1K +294 +4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$506K
Osaic Holdings
28
Osaic Holdings
Arizona
$500K +$27.3K +379 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$422K +$422K +5,878 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$418K +$12.6K +175 +3%
William Blair & Company
31
William Blair & Company
Illinois
$410K
USCWA
32
U.S. Capital Wealth Advisors
Texas
$360K +$360K +5,010 New
NA
33
NewEdge Advisors
Louisiana
$326K
CB
34
CNB Bank
Pennsylvania
$322K -$69.7K -971 -18%
CC
35
Callan Capital
California
$269K +$1.22K +17 +0.5%
PAG
36
Private Advisor Group
New Jersey
$262K +$14.4K +200 +6%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$258K +$258K +3,595 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$193K
GC
39
Garde Capital
Washington
$190K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$168K +$791 +11 +0.5%
BAM
41
Belpointe Asset Management
Nevada
$163K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$149K +$10.2K +142 +7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$111K
BFC
44
Bedel Financial Consulting
Indiana
$103K
TFGT
45
TS Financial Group (TSFG)
Illinois
$87K
AF
46
Allworth Financial
California
$78K
ST
47
Sageworth Trust
Pennsylvania
$58K
LWA
48
Lenox Wealth Advisors
New York
$23K +$8.18K +112 +55%
HI
49
Harbour Investments
Wisconsin
$12K -$276 -4 -2%
UBS Group
50
UBS Group
Switzerland
$11K