TLTD icon

FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

43 hedge funds and large institutions have $597M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
14
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$431M -$94.5M -2,033,974 -18%
Morgan Stanley
2
Morgan Stanley
New York
$43.9M +$3.12M +67,244 +8%
CFA
3
Capstone Financial Advisors
Illinois
$36.2M +$34.9M +752,037 +2,839%
EA
4
Efficient Advisors
Ohio
$17.2M +$417K +8,980 +2%
Citadel Advisors
5
Citadel Advisors
Florida
$15.2M +$5.66M +121,951 +59%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M -$3.05M -65,776 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.59M -$69.8K -1,504 -0.8%
CJA
8
C-J Advisory
California
$8.26M -$2.62M -56,369 -24%
Jane Street
9
Jane Street
New York
$6.54M +$5.98M +128,712 +1,060%
BIM
10
Bridges Investment Management
Nebraska
$3.14M +$33.3K +718 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.31M +$200K +4,304 +9%
RWMH
12
Riverpoint Wealth Management Holdings
Illinois
$1.54M +$7.48K +161 +0.5%
PAMG
13
Patton Albertson Miller Group
Tennessee
$1.38M -$53.6K -1,154 -4%
MWM
14
Merriman Wealth Management
Washington
$1.08M +$1.08M +23,276 New
PNC
15
Park National Corp
Ohio
$950K +$22.5K +485 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$947K -$50.1K -1,078 -5%
CB
17
CNB Bank
Pennsylvania
$758K -$621K -13,366 -45%
PO
18
Private Ocean
California
$587K +$2.93K +63 +0.5%
UBS Group
19
UBS Group
Switzerland
$558K -$177K -3,818 -24%
Osaic Holdings
20
Osaic Holdings
Arizona
$536K +$536K +11,543 New
NA
21
NewEdge Advisors
Louisiana
$456K +$456K +9,819 New
HR
22
Hayden Royal
North Carolina
$449K +$1.95K +42 +0.4%
CFGS
23
Concourse Financial Group Securities
Alabama
$404K +$26.8K +578 +7%
HIM
24
Hanlon Investment Management
New Jersey
$393K -$64.1K -1,382 -14%
IWC
25
Integrated Wealth Concepts
Massachusetts
$379K -$36K -774 -9%