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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

60 hedge funds and large institutions have $503M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+8
Holders Change %
+15.38%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
26
Zions Bancorporation
Utah
$563K +$563K +8,669 New
Osaic Holdings
27
Osaic Holdings
Arizona
$562K -$25.4K -392 -4%
HA
28
Herold Advisors
New York
$556K +$556K +8,564 New
KAS
29
Kestra Advisory Services
Texas
$550K -$15.2K -234 -3%
GIA
30
Gladstone Institutional Advisory
Florida
$547K +$8.76K +135 +2%
3LCM
31
3D/L Capital Management
Connecticut
$539K -$71.9K -1,108 -12%
Corient Private Wealth
32
Corient Private Wealth
Florida
$530K -$2.92K -45 -0.5%
WA
33
Wealth Architects
California
$520K -$14.1K -217 -3%
OMC
34
Old Mission Capital
Illinois
$515K +$515K +7,929 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$508K +$974 +15 +0.2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$477K -$526K -8,097 -52%
IWC
37
Integrated Wealth Concepts
Massachusetts
$462K +$1.04K +16 +0.2%
William Blair & Company
38
William Blair & Company
Illinois
$387K -$11.9K -184 -3%
HFW
39
Horizon Family Wealth
Illinois
$376K +$16.2K +250 +5%
TA
40
TFB Advisors
Kansas
$326K +$326K +5,028 New
SB
41
Strategic Blueprint
Georgia
$286K -$65 -1 -0%
FFM
42
Forum Financial Management
Illinois
$265K +$265K +4,079 New
CC
43
Callan Capital
California
$248K +$2.47K +38 +1%
NP
44
NorthRock Partners
Minnesota
$232K +$3.63K +56 +2%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$228K -$29.2K -450 -11%
LBC
46
Lowe Brockenbrough & Co
Virginia
$214K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$205K -$101K -1,557 -33%
PCA
48
Prosperity Capital Advisors
Ohio
$203K -$354K -5,450 -64%
Wells Fargo
49
Wells Fargo
California
$178K
GC
50
Garde Capital
Washington
$172K