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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

73 hedge funds and large institutions have $476M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
26
Herold Advisors
New York
$705K -$417 -5 -0.1%
CWP
27
Cyndeo Wealth Partners
Florida
$701K +$46.4K +556 +7%
Corient Private Wealth
28
Corient Private Wealth
Florida
$682K
IWC
29
Integrated Wealth Concepts
Massachusetts
$635K +$120K +1,432 +23%
Comerica Bank
30
Comerica Bank
Texas
$614K
PNC
31
Park National Corp
Ohio
$600K +$83 +1 +0%
Raymond James Financial
32
Raymond James Financial
Florida
$589K -$491K -5,878 -45%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$579K
WA
34
Wealth Architects
California
$520K -$72.3K -866 -12%
HFW
35
Horizon Family Wealth
Illinois
$464K
KAS
36
Kestra Advisory Services
Texas
$432K -$242K -2,899 -36%
William Blair & Company
37
William Blair & Company
Illinois
$425K -$20.2K -242 -5%
TA
38
TFB Advisors
Kansas
$408K +$5.76K +69 +1%
Osaic Holdings
39
Osaic Holdings
Arizona
$408K -$44.5K -646 -10%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$354K
FFM
41
Forum Financial Management
Illinois
$340K
GRP
42
Global Retirement Partners
California
$338K +$338K +4,044 New
Bank of America
43
Bank of America
North Carolina
$330K -$36.3K -435 -10%
PAMG
44
Patton Albertson Miller Group
Tennessee
$328K +$18.8K +225 +6%
ZBNA
45
Zions Bancorporation, National Association
Utah
$307K
WA
46
Wealthstream Advisors
New York
$302K +$584 +7 +0.2%
SWP
47
Sagespring Wealth Partners
Tennessee
$281K -$1K -12 -0.4%
SPW
48
Sonoma Private Wealth
California
$228K
AWM
49
Axxcess Wealth Management
California
$221K +$221K +2,644 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$220K +$220K +2,634 New