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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

59 hedge funds and large institutions have $464M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
18
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$514K -$15.8K -253 -3%
Corient Private Wealth
27
Corient Private Wealth
Florida
$511K
HA
28
Herold Advisors
New York
$496K -$39.5K -631 -7%
OMC
29
Old Mission Capital
Illinois
$496K
IWC
30
Integrated Wealth Concepts
Massachusetts
$445K +$188 +3 +0%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$442K -$47.5K -759 -10%
MA
32
Mutual Advisors
Nebraska
$400K -$3.46M -55,246 -90%
Stifel Financial
33
Stifel Financial
Missouri
$386K +$386K +6,172 New
HFW
34
Horizon Family Wealth
Illinois
$377K +$14.4K +231 +4%
William Blair & Company
35
William Blair & Company
Illinois
$369K -$4.32K -69 -1%
Wells Fargo
36
Wells Fargo
California
$354K +$183K +2,918 +106%
TA
37
TFB Advisors
Kansas
$315K
GIA
38
Gladstone Institutional Advisory
Florida
$305K -$222K -3,556 -42%
SB
39
Strategic Blueprint
Georgia
$266K -$10K -160 -4%
FFM
40
Forum Financial Management
Illinois
$255K
UBS Group
41
UBS Group
Switzerland
$241K +$192K +3,073 +391%
CC
42
Callan Capital
California
$240K +$751 +12 +0.3%
ZB
43
Zions Bancorporation
Utah
$230K -$312K -4,993 -58%
NP
44
NorthRock Partners
Minnesota
$225K +$1.06K +17 +0.5%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$210K -$9.38K -150 -4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$177K -$21.1K -336 -11%
GC
47
Garde Capital
Washington
$165K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$146K +$146K +2,330 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$97K
AF
50
Allworth Financial
California
$68.2K