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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

82 hedge funds and large institutions have $552M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 6982 (+13)

5% more capital invested

Capital invested by funds: $527M → $552M (+$25.4M)

0.29% more ownership

Funds ownership: 92.81%93.1% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
22
Reduced
25
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$244K +$3.25K +36 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$244K
KAS
53
Kestra Advisory Services
Texas
$235K -$60.2K -668 -21%
Bank of America
54
Bank of America
North Carolina
$229K -$953K -10,572 -81%
WT
55
Whittier Trust
California
$225K
GIA
56
Gladstone Institutional Advisory
Florida
$217K -$12.9K -143 -6%
AI
57
Atria Investments
North Carolina
$209K +$204K +2,258 New
FHC
58
First Heartland Consultants
Missouri
$209K +$204K +2,258 New
GRP
59
Global Retirement Partners
California
$190K +$184K +2,044 New
Wells Fargo
60
Wells Fargo
California
$173K +$168K +1,865 +186,500%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$158K
GM
62
GeoWealth Management
Illinois
$116K -$13.3K -147 -11%
AF
63
Allworth Financial
California
$101K
FFA
64
Farther Finance Advisors
California
$86.1K +$83.8K +929 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$82K +$90 +1 +0.1%
KPP
66
Kings Path Partners
Texas
$74K
UBS Group
67
UBS Group
Switzerland
$70.9K +$2.52K +28 +4%
CI
68
CX Institutional
Indiana
$61K +$811 +9 +1%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$54.9K
VC
70
Vestor Capital
Illinois
$45K +$104K +1,159 +238%
CW
71
Curio Wealth
Maryland
$36K
HI
72
Harbour Investments
Wisconsin
$35K
MA
73
Marquette Associates
Illinois
$34.8K -$4.42K -49 -12%
PA
74
Parallel Advisors
California
$33.4K
CPG
75
Cornerstone Planning Group
New Jersey
$33K +$6.94K +77 +30%