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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

62 hedge funds and large institutions have $437M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$558K -$300 -4 -0.1%
WA
27
Wealth Architects
California
$553K +$2.33K +31 +0.4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$521K
Osaic Holdings
29
Osaic Holdings
Arizona
$507K -$189K -2,520 -27%
HFW
30
Horizon Family Wealth
Illinois
$490K +$9.3K +124 +2%
FTUS
31
Flow Traders U.S.
New York
$461K -$8.47M -112,987 -95%
William Blair & Company
32
William Blair & Company
Illinois
$421K
TA
33
TFB Advisors
Kansas
$401K +$1.35K +18 +0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$392K -$24.1K -321 -6%
DWS
35
Discipline Wealth Solutions
South Carolina
$372K -$25K -333 -6%
GIA
36
Gladstone Institutional Advisory
Florida
$339K +$1.73K +23 +0.5%
RPGK
37
Retirement Planning Group (Kansas)
Kansas
$318K +$318K +4,247 New
PAMG
38
Patton Albertson Miller Group
Tennessee
$315K
FFM
39
Forum Financial Management
Illinois
$306K
CC
40
Callan Capital
California
$294K +$900 +12 +0.3%
ZB
41
Zions Bancorporation
Utah
$276K
WA
42
Wealthstream Advisors
New York
$273K +$525 +7 +0.2%
CRI
43
Colonial River Investments
Virginia
$264K -$29.4K -392 -10%
AWM
44
Axxcess Wealth Management
California
$264K -$29.4K -392 -10%
SB
45
Strategic Blueprint
Georgia
$260K -$15.6K -208 -6%
SPW
46
Sonoma Private Wealth
California
$209K +$209K +2,792 New
Ameriprise
47
Ameriprise
Minnesota
$205K -$116K -1,543 -36%
GC
48
Garde Capital
Washington
$198K
WT
49
Whittier Trust
California
$190K -$437K -5,822 -70%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$189K +$12K +160 +7%