TLTD icon

FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

53 hedge funds and large institutions have $422M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$305M -$13.5M -234,287 -4%
CFA
2
Capstone Financial Advisors
Illinois
$29.7M -$2.09M -36,214 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.3M +$508K +8,801 +3%
EA
4
Efficient Advisors
Ohio
$15.3M +$129K +2,241 +0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.38M +$124K +2,146 +1%
Jane Street
6
Jane Street
New York
$7.66M -$14.4M -249,490 -65%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.02M -$109K -1,896 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$6.13M +$298K +5,165 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.88M +$57.9K +1,004 +1%
BIM
10
Bridges Investment Management
Nebraska
$2.03M -$21.2K -368 -1%
Morgan Stanley
11
Morgan Stanley
New York
$1.94M -$1.42M -24,610 -42%
LPL Financial
12
LPL Financial
California
$1.71M +$164K +2,838 +11%
Wells Fargo
13
Wells Fargo
California
$1.13M -$792K -13,744 -41%
PNC
14
Park National Corp
Ohio
$996K -$40.8K -708 -4%
GIA
15
Gladstone Institutional Advisory
Florida
$992K +$35.2K +610 +4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$979K -$70.7K -1,225 -7%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$897K
WA
18
Wealthstream Advisors
New York
$713K -$656K -11,364 -48%
HIM
19
Hanlon Investment Management
New Jersey
$649K +$86.3K +1,497 +15%
PO
20
Private Ocean
California
$639K
3LCM
21
3D/L Capital Management
Connecticut
$585K +$18.2K +315 +3%
Ameriprise
22
Ameriprise
Minnesota
$497K -$69.5K -1,205 -12%
WA
23
Wealth Architects
California
$492K +$27.4K +476 +6%
KAS
24
Kestra Advisory Services
Texas
$488K +$148K +2,570 +44%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$450K