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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

52 hedge funds and large institutions have $452M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$471K
WA
27
Wealth Architects
California
$469K -$94.5K -1,567 -17%
Ameriprise
28
Ameriprise
Minnesota
$465K -$64.6K -1,071 -12%
IWC
29
Integrated Wealth Concepts
Massachusetts
$436K -$27.5K -456 -6%
William Blair & Company
30
William Blair & Company
Illinois
$371K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$367K -$22K -365 -6%
MA
32
Mutual Advisors
Nebraska
$331K +$331K +5,486 New
HFW
33
Horizon Family Wealth
Illinois
$330K -$14.7K -244 -4%
Wells Fargo
34
Wells Fargo
California
$315K -$329K -5,454 -51%
SB
35
Strategic Blueprint
Georgia
$313K -$6.64K -110 -2%
USCWA
36
U.S. Capital Wealth Advisors
Texas
$239K -$6.03K -100 -2%
CC
37
Callan Capital
California
$228K -$7.84K -130 -3%
NP
38
NorthRock Partners
Minnesota
$212K +$212K +3,514 New
GC
39
Garde Capital
Washington
$159K
BAM
40
Belpointe Asset Management
Nevada
$118K -$2.6K -43 -2%
UBS Group
41
UBS Group
Switzerland
$116K +$25K +415 +28%
CA
42
CoreCap Advisors
Michigan
$98.9K +$98.9K +1,639 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$93.5K
TFGT
44
TS Financial Group (TSFG)
Illinois
$73K
AF
45
Allworth Financial
California
$65.8K
Bank of America
46
Bank of America
North Carolina
$50K +$1.21K +20 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$47K -$4.2M -69,767 -99%
PO
48
Private Ocean
California
$40.7K -$628K -10,412 -94%
NA
49
NewEdge Advisors
Louisiana
$31.8K +$31.8K +1,819 New
CB
50
CNB Bank
Pennsylvania
$12K -$227K -3,767 -95%