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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

69 hedge funds and large institutions have $429M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$611K
KAS
27
Kestra Advisory Services
Texas
$604K -$55.4K -740 -8%
CWP
28
Cyndeo Wealth Partners
Florida
$586K +$586K +7,838 New
Comerica Bank
29
Comerica Bank
Texas
$550K -$6.28K -84 -1%
PNC
30
Park National Corp
Ohio
$538K -$17.7K -237 -3%
WA
31
Wealth Architects
California
$530K -$18.8K -251 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$519K
Osaic Holdings
33
Osaic Holdings
Arizona
$491K +$9.95K +133 +2%
IWC
34
Integrated Wealth Concepts
Massachusetts
$462K -$71.2K -952 -13%
HFW
35
Horizon Family Wealth
Illinois
$416K +$33.1K +443 +9%
William Blair & Company
36
William Blair & Company
Illinois
$399K
TA
37
TFB Advisors
Kansas
$361K +$22.4K +299 +7%
Bank of America
38
Bank of America
North Carolina
$328K +$144K +1,925 +78%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$318K
FFM
40
Forum Financial Management
Illinois
$305K
CC
41
Callan Capital
California
$297K +$599 +8 +0.2%
PAMG
42
Patton Albertson Miller Group
Tennessee
$277K -$37.4K -500 -12%
ZBNA
43
Zions Bancorporation, National Association
Utah
$275K +$275K +3,676 New
WA
44
Wealthstream Advisors
New York
$270K +$6.88K +92 +3%
DWS
45
Discipline Wealth Solutions
South Carolina
$269K -$105K -1,406 -28%
SB
46
Strategic Blueprint
Georgia
$259K
SWP
47
Sagespring Wealth Partners
Tennessee
$252K +$252K +3,373 New
FH
48
Financial Harvest
Florida
$243K +$243K +1,162 New
SPW
49
Sonoma Private Wealth
California
$204K -$13K -174 -6%
WT
50
Whittier Trust
California
$178K