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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

27 hedge funds and large institutions have $865M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$723M +$28.8M +430,964 +4%
Morgan Stanley
2
Morgan Stanley
New York
$49.9M -$1.3M -19,452 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$34.3M -$1.06M -15,853 -3%
EA
4
Efficient Advisors
Ohio
$29.1M -$13.8M -207,407 -32%
CJA
5
C-J Advisory
California
$14.2M +$19.8K +297 +0.1%
CAI
6
Capital Advisors Inc
Oklahoma
$4.14M +$1.4M +21,014 +51%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.82M +$1.82M +27,235 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.55M -$15.4K -231 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.11M +$90.4K +1,355 +9%
RJA
10
Raymond James & Associates
Florida
$654K +$400K +6,000 +158%
FCAG
11
First Capital Advisors Group
New Jersey
$650K -$562K -8,425 -46%
NSIM
12
North Star Investment Management
Illinois
$627K +$627K +9,400 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$604K +$26K +389 +4%
Ameriprise
14
Ameriprise
Minnesota
$486K -$1.52M -22,760 -76%
LNC
15
Lincoln National Corp
Pennsylvania
$415K -$205K -3,067 -33%
FA
16
FDx Advisors
Illinois
$394K +$394K +5,909 New
AG
17
Advisor Group
Arizona
$304K -$1K -15 -0.3%
UBS Group
18
UBS Group
Switzerland
$296K +$296K +4,436 New
Bessemer Group
19
Bessemer Group
New Jersey
$274K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$257K +$49.9K +748 +24%
IA
21
IFP Advisors
Florida
$243K +$25.7K +385 +12%
TFF
22
The Family Firm
Maryland
$214K +$214K +3,200 New
US Bancorp
23
US Bancorp
Minnesota
$108K
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$32K +$32K +482 New
Bank of America
25
Bank of America
North Carolina
$10K