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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

69 hedge funds and large institutions have $402M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$544K -$274K -3,971 -33%
Comerica Bank
27
Comerica Bank
Texas
$512K
PNC
28
Park National Corp
Ohio
$512K -$309K -4,490 -38%
WA
29
Wealth Architects
California
$506K -$2.48K -36 -0.5%
IWC
30
Integrated Wealth Concepts
Massachusetts
$491K +$130K +1,894 +36%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$478K -$482 -7 -0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$443K -$22.3K -324 -5%
William Blair & Company
33
William Blair & Company
Illinois
$368K -$19.4K -281 -5%
HFW
34
Horizon Family Wealth
Illinois
$352K -$97.7K -1,418 -22%
DWS
35
Discipline Wealth Solutions
South Carolina
$345K +$3.24K +47 +0.9%
TA
36
TFB Advisors
Kansas
$312K -$56.3K -818 -15%
GIA
37
Gladstone Institutional Advisory
Florida
$310K -$551 -8 -0.2%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$293K -$69 -1 -0%
PAMG
39
Patton Albertson Miller Group
Tennessee
$289K
FFM
40
Forum Financial Management
Illinois
$281K
CC
41
Callan Capital
California
$273K +$2.62K +38 +1%
ZB
42
Zions Bancorporation
Utah
$253K
WA
43
Wealthstream Advisors
New York
$242K -$8.68K -126 -3%
SB
44
Strategic Blueprint
Georgia
$238K
CRI
45
Colonial River Investments
Virginia
$235K -$7.58K -110 -3%
AWM
46
Axxcess Wealth Management
California
$235K -$7.58K -110 -3%
SPW
47
Sonoma Private Wealth
California
$200K +$7.92K +115 +4%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$174K
Bank of America
49
Bank of America
North Carolina
$169K +$38K +552 +29%
WT
50
Whittier Trust
California
$164K -$10.1K -147 -6%