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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

35 hedge funds and large institutions have $954M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
2
Increased
13
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$781M +$88.2M +1,454,587 +13%
Morgan Stanley
2
Morgan Stanley
New York
$50.5M -$82.6K -1,362 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.3M +$1.05M +17,324 +4%
EA
4
Efficient Advisors
Ohio
$24.9M -$12K -197 -0%
CB
5
CNB Bank
Pennsylvania
$16.8M -$9.3M -153,325 -36%
CJA
6
C-J Advisory
California
$14.8M +$141K +2,290 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.93M +$1.28M +21,143 +17%
BIM
8
Bridges Investment Management
Nebraska
$3.68M +$353K +5,827 +11%
Jane Street
9
Jane Street
New York
$3.24M +$2.25M +37,116 +228%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.41M +$452K +7,442 +23%
Citadel Advisors
11
Citadel Advisors
Florida
$2.25M -$10.2M -167,654 -82%
LNB
12
Ledyard National Bank
$2.05M -$627K -10,340 -23%
CFA
13
Capstone Financial Advisors
Illinois
$1.73M -$8.63M -142,239 -83%
PAMG
14
Patton Albertson Miller Group
Tennessee
$1.73M +$217K +3,581 +14%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.4M -$164K -2,705 -11%
PNC
16
Park National Corp
Ohio
$1.27M -$77K -1,270 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.14M -$10.5M -173,459 -90%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.12M -$31.1K -512 -3%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.04M +$1.04M +17,201 New
PO
20
Private Ocean
California
$954K +$11.8K +194 +1%
UBS Group
21
UBS Group
Switzerland
$895K -$1.76K -29 -0.2%
CFGS
22
Concourse Financial Group Securities
Alabama
$458K +$16K +263 +4%
HIM
23
Hanlon Investment Management
New Jersey
$430K +$430K +7,084 New
William Blair & Company
24
William Blair & Company
Illinois
$399K
TI
25
Tidal Investments
Wisconsin
$318K -$501K -8,261 -61%