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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

55 hedge funds and large institutions have $483M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WA
26
Wealth Architects
California
$550K -$120K -1,668 -18%
HA
27
Herold Advisors
New York
$547K -$54.8K -764 -9%
Osaic Holdings
28
Osaic Holdings
Arizona
$547K -$25.8K -360 -5%
Comerica Bank
29
Comerica Bank
Texas
$533K +$520K +7,257 +3,987%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$498K -$8.61K -120 -2%
IWC
31
Integrated Wealth Concepts
Massachusetts
$458K -$20.1K -280 -4%
HFW
32
Horizon Family Wealth
Illinois
$448K +$16.4K +229 +4%
William Blair & Company
33
William Blair & Company
Illinois
$406K -$12.5K -175 -3%
TA
34
TFB Advisors
Kansas
$366K
CRI
35
Colonial River Investments
Virginia
$364K -$60.7K -847 -14%
GIA
36
Gladstone Institutional Advisory
Florida
$328K +$19.3K +270 +6%
PAMG
37
Patton Albertson Miller Group
Tennessee
$301K
FFM
38
Forum Financial Management
Illinois
$292K
SB
39
Strategic Blueprint
Georgia
$281K -$18.2K -254 -6%
CC
40
Callan Capital
California
$277K +$287 +4 +0.1%
WA
41
Wealthstream Advisors
New York
$272K -$179K -2,496 -40%
ZB
42
Zions Bancorporation
Utah
$263K
OMC
43
Old Mission Capital
Illinois
$236K -$332K -4,635 -58%
UBS Group
44
UBS Group
Switzerland
$216K -$64.9K -906 -23%
SPW
45
Sonoma Private Wealth
California
$208K -$18.4K -257 -8%
GC
46
Garde Capital
Washington
$189K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$169K +$358 +5 +0.2%
Bank of America
48
Bank of America
North Carolina
$143K
CA
49
CoreCap Advisors
Michigan
$99K +$99K +1,381 New
AF
50
Allworth Financial
California
$78.1K