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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

47 hedge funds and large institutions have $564M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $533M → $564M (+$31.5M)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

0.23% less ownership

Funds ownership: 91.85%91.62% (-0.23%)

4% less funds holding

Funds holding: 4947 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
2
Increased
19
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$435M +$3.72M +54,017 +0.9%
CFA
2
Capstone Financial Advisors
Illinois
$35.3M -$390K -5,674 -1%
EA
3
Efficient Advisors
Ohio
$19.4M -$2.66M -38,622 -12%
CJA
4
C-J Advisory
California
$12.6M +$318K +4,615 +3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.5M +$1.09M +15,911 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.9M -$752K -10,934 -6%
CNBT
7
Cornerstone National Bank & Trust
Illinois
$9.57M -$494K -7,183 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$7.83M +$2.02M +29,339 +36%
BIM
9
Bridges Investment Management
Nebraska
$2.66M -$228K -3,316 -8%
Morgan Stanley
10
Morgan Stanley
New York
$2.2M +$26.8K +389 +1%
Jane Street
11
Jane Street
New York
$1.81M -$2.36M -34,294 -57%
PNC
12
Park National Corp
Ohio
$1.43M +$23.3K +338 +2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.19M +$13.1K +190 +1%
LPL Financial
14
LPL Financial
California
$1.14M +$503K +7,310 +82%
3LCM
15
3D/L Capital Management
Connecticut
$873K +$127K +1,853 +17%
HIM
16
Hanlon Investment Management
New Jersey
$749K +$45.1K +656 +7%
RWMH
17
Riverpoint Wealth Management Holdings
Illinois
$653K -$33.9K -492 -5%
Wells Fargo
18
Wells Fargo
California
$615K +$458K +6,657 +313%
CFGS
19
Concourse Financial Group Securities
Alabama
$612K -$32.1K -467 -5%
IWC
20
Integrated Wealth Concepts
Massachusetts
$610K -$36.7K -534 -6%
PO
21
Private Ocean
California
$542K +$211K +3,064 +65%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$493K +$7.22K +105 +2%
WA
23
Wealth Architects
California
$462K +$82.5K +1,199 +22%
Osaic Holdings
24
Osaic Holdings
Arizona
$430K -$27.1K -394 -6%
NA
25
NewEdge Advisors
Louisiana
$417K -$217K -3,157 -35%

TLTD Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q1 2021, worth a combined $564M — up 5.9% from $533M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TLTD and 2 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 19 added.

The largest buyer was Northern Trust, adding an estimated $3.72M. The largest seller was Efficient Advisors, cutting an estimated $2.66M.

  • 47 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $564M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q1 2021, up 5.9% quarter-over-quarter.
  • 2 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q1 2021 and 3 closed out, a net change of -1 holder.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q1 2021 was Northern Trust, an estimated $3.72M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q1 2021 was Efficient Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2021.