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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

61 hedge funds and large institutions have $439M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
26
Herold Advisors
New York
$572K +$37.8K +541 +7%
Corient Private Wealth
27
Corient Private Wealth
Florida
$571K
Comerica Bank
28
Comerica Bank
Texas
$520K
WA
29
Wealth Architects
California
$514K -$22.9K -327 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$485K
HFW
31
Horizon Family Wealth
Illinois
$448K +$10.5K +150 +2%
William Blair & Company
32
William Blair & Company
Illinois
$393K -$3.15K -45 -0.8%
IWC
33
Integrated Wealth Concepts
Massachusetts
$388K -$58.4K -835 -13%
TA
34
TFB Advisors
Kansas
$372K +$4.34K +62 +1%
DWS
35
Discipline Wealth Solutions
South Carolina
$370K +$370K +5,293 New
GIA
36
Gladstone Institutional Advisory
Florida
$314K -$6.22K -89 -2%
Ameriprise
37
Ameriprise
Minnesota
$299K -$313K -4,473 -51%
PAMG
38
Patton Albertson Miller Group
Tennessee
$294K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$290K +$290K +4,148 New
FFM
40
Forum Financial Management
Illinois
$285K
CRI
41
Colonial River Investments
Virginia
$274K -$81.9K -1,171 -23%
AWM
42
Axxcess Wealth Management
California
$274K +$274K +3,913 New
CC
43
Callan Capital
California
$274K +$2.87K +41 +1%
ZB
44
Zions Bancorporation
Utah
$257K
SB
45
Strategic Blueprint
Georgia
$257K -$17.5K -250 -6%
WA
46
Wealthstream Advisors
New York
$254K -$11.1K -159 -4%
UBS Group
47
UBS Group
Switzerland
$189K -$21.9K -313 -10%
GC
48
Garde Capital
Washington
$185K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$165K
Bank of America
50
Bank of America
North Carolina
$163K +$24K +344 +17%