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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD

69 hedge funds and large institutions have $527M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $485M → $527M (+$42.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.83% less ownership

Funds ownership: 93.64% → 92.81% (-0.83%)

7% less funds holding

Funds holding: 74 → 69 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
24
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$6.25M
2
Northern Trust
Northern Trust
Illinois
+$2.88M
3
SWP
Sagespring Wealth Partners
Tennessee
+$1.48M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.47M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
-$981K
2
Jane Street
Jane Street
New York
-$895K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$803K
4
EA
Efficient Advisors
Ohio
-$770K
5
Corient Private Wealth
Corient Private Wealth
Florida
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$711K +$34.8K +404 +5%
HA
27
Herold Advisors
New York
$666K -$81.1K -943 -11%
Stifel Financial
28
Stifel Financial
Missouri
$659K +$639K +7,424 New
Comerica Bank
29
Comerica Bank
Texas
$652K – – –
PNC
30
Park National Corp
Ohio
$638K – – –
Raymond James Financial
31
Raymond James Financial
Florida
$627K – – –
VFG
32
Victory Financial Group
Texas
$623K +$604K +7,021 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$620K +$3.87K +45 +0.6%
BF
34
BOK Financial
Oklahoma
$548K +$386K +4,487 +266%
WA
35
Wealth Architects
California
$537K -$14.9K -173 -3%
Osaic Holdings
36
Osaic Holdings
Arizona
$507K -$2.5K -29 -0.5%
William Blair & Company
37
William Blair & Company
Illinois
$452K – – –
TA
38
TFB Advisors
Kansas
$435K +$2.15K +25 +0.5%
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$377K – – –
FFM
40
Forum Financial Management
Illinois
$362K – – –
PAMG
41
Patton Albertson Miller Group
Tennessee
$350K +$1.89K +22 +0.6%
ZBNA
42
Zions Bancorporation, National Association
Utah
$326K – – –
WA
43
Wealthstream Advisors
New York
$321K +$258 +3 +0.1%
KAS
44
Kestra Advisory Services
Texas
$284K -$170K -1,975 -38%
CA
45
CoreCap Advisors
Michigan
$257K +$30.8K +358 +14%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$255K +$44K +511 +22%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$234K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$224K +$2.92K +34 +1%
GIA
49
Gladstone Institutional Advisory
Florida
$220K +$214K +2,482 New
WT
50
Whittier Trust
California
$214K – – –
1
2
3 4

TLTD Hedge Fund Activity: Q3 2025 in Review

69 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q3 2025, worth a combined $527M — up 8.7% from $485M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TLTD and 6 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 24 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $6.25M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $981K sold.

  • 69 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q3 2025, down from 74 in Q2 2025.
  • Funds reported $527M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 6 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q3 2025 and 10 closed out, a net change of -4 holders.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q3 2025 was Flow Traders U.S., an estimated $6.25M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q3 2025 was Freedom Investment Management, an estimated $981K sold.

Based on aggregated 13F filings for Q3 2025.