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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

50 hedge funds and large institutions have $509M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
10
Increased
13
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$391M -$104M -1,949,797 -21%
CFA
2
Capstone Financial Advisors
Illinois
$27.2M -$14.3M -268,588 -34%
EA
3
Efficient Advisors
Ohio
$19.6M -$195K -3,642 -1%
Citadel Advisors
4
Citadel Advisors
Florida
$13.5M -$4.04M -75,717 -23%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12M -$2.33M -43,620 -16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.96M +$75.7K +1,417 +0.8%
CJA
7
C-J Advisory
California
$9.01M -$502K -9,395 -5%
Jane Street
8
Jane Street
New York
$4.32M -$3.2M -59,919 -43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.39M +$3.11M +58,138 +1,112%
BIM
10
Bridges Investment Management
Nebraska
$2.97M -$635K -11,890 -18%
RWMH
11
Riverpoint Wealth Management Holdings
Illinois
$1.88M +$106K +1,976 +6%
Morgan Stanley
12
Morgan Stanley
New York
$1.71M -$48.8M -913,782 -97%
PNC
13
Park National Corp
Ohio
$1.11M +$15.7K +294 +1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.07M -$15.2K -285 -1%
NA
15
NewEdge Advisors
Louisiana
$982K +$458K +8,568 +87%
PO
16
Private Ocean
California
$749K +$74K +1,387 +11%
ANTB
17
AMG National Trust Bank
Colorado
$706K +$706K +13,218 New
CB
18
CNB Bank
Pennsylvania
$603K -$268K -5,022 -31%
HR
19
Hayden Royal
North Carolina
$535K +$18.9K +354 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$495K -$122K -2,275 -20%
HIM
21
Hanlon Investment Management
New Jersey
$478K +$25.1K +470 +6%
CFGS
22
Concourse Financial Group Securities
Alabama
$475K +$10.2K +191 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$434K +$434K +8,124 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$393K -$43K -804 -10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$371K