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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

62 hedge funds and large institutions have $495M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
26
Herold Advisors
New York
$574K +$31.8K +465 +6%
Corient Private Wealth
27
Corient Private Wealth
Florida
$558K
Osaic Holdings
28
Osaic Holdings
Arizona
$545K -$558K -8,169 -51%
OMC
29
Old Mission Capital
Illinois
$541K
FIM
30
Freedom Investment Management
Connecticut
$502K +$502K +7,356 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$482K
IWC
32
Integrated Wealth Concepts
Massachusetts
$455K -$30.4K -445 -6%
WA
33
Wealthstream Advisors
New York
$429K -$333K -4,878 -44%
Stifel Financial
34
Stifel Financial
Missouri
$421K
HFW
35
Horizon Family Wealth
Illinois
$412K -$410 -6 -0.1%
CRI
36
Colonial River Investments
Virginia
$405K -$2.27M -33,186 -85%
William Blair & Company
37
William Blair & Company
Illinois
$399K -$3.62K -53 -0.9%
TA
38
TFB Advisors
Kansas
$359K +$16K +235 +5%
SIS
39
Sound Income Strategies
Florida
$307K +$307K +4,491 New
GIA
40
Gladstone Institutional Advisory
Florida
$294K -$38.2K -560 -11%
PAMG
41
Patton Albertson Miller Group
Tennessee
$287K +$287K +4,200 New
SB
42
Strategic Blueprint
Georgia
$285K -$5.4K -79 -2%
FFM
43
Forum Financial Management
Illinois
$279K
UBS Group
44
UBS Group
Switzerland
$268K +$4.17K +61 +2%
CC
45
Callan Capital
California
$264K +$2.19K +32 +0.8%
ZB
46
Zions Bancorporation
Utah
$251K
SPW
47
Sonoma Private Wealth
California
$216K +$216K +3,166 New
GC
48
Garde Capital
Washington
$180K
Wells Fargo
49
Wells Fargo
California
$172K -$215K -3,143 -56%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$161K +$1.91K +28 +1%