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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

60 hedge funds and large institutions have $545M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$544K -$104K -1,524 -16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$531K
HFW
28
Horizon Family Wealth
Illinois
$515K +$45.9K +675 +10%
Osaic Holdings
29
Osaic Holdings
Arizona
$471K -$4.16K -61 -0.9%
CA
30
CoreCap Advisors
Michigan
$464K +$75.1K +1,105 +19%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$425K
KAS
32
Kestra Advisory Services
Texas
$401K +$401K +5,900 New
William Blair & Company
33
William Blair & Company
Illinois
$393K -$84.7K -1,245 -18%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$334K -$60.2K -885 -15%
RJA
35
Raymond James & Associates
Florida
$302K +$302K +4,435 New
USCWA
36
U.S. Capital Wealth Advisors
Texas
$297K -$27.2K -400 -8%
CB
37
CNB Bank
Pennsylvania
$271K
CC
38
Callan Capital
California
$260K +$477 +7 +0.2%
NP
39
NorthRock Partners
Minnesota
$233K +$409 +6 +0.2%
LBC
40
Lowe Brockenbrough & Co
Virginia
$224K
DY
41
Dowling & Yahnke
California
$202K +$202K +2,967 New
PAG
42
Private Advisor Group
New Jersey
$201K -$47.7K -700 -19%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$183K
GC
44
Garde Capital
Washington
$180K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$162K +$272 +4 +0.2%
BAM
46
Belpointe Asset Management
Nevada
$147K -$3.82K -56 -3%
UBS Group
47
UBS Group
Switzerland
$125K +$115K +1,696 +1,138%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$124K -$19.2K -282 -13%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$105K
QCG
50
Quadrant Capital Group
Ohio
$99K +$99K +1,462 New