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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
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Overview Fund Activity

62 hedge funds and large institutions have $495M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.7M
4
MA
4
Mutual Advisors
Nebraska
$1.28M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$795K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$324M
2
FTUS
2
Flow Traders U.S.
New York
$14.8M
3
CRI
3
Colonial River Investments
Virginia
$405K
4
SAG
4
SageView Advisory Group
California
$13M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$324M 4,748,654 -156,773 -3%
CFA
2
Capstone Financial Advisors
Illinois
$34.2M 501,130 +2,058 +0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.7M 317,427 +14,097 +5%
Jane Street
4
Jane Street
New York
$18.3M 268,479 +55,735 +26%
EA
5
Efficient Advisors
Ohio
$16.1M 236,481 -11,194 -5%
FTUS
6
Flow Traders U.S.
New York
$14.8M 216,379 -132,310 -38%
SAG
7
SageView Advisory Group
California
$13M 191,146 -20,692 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.17M 134,223 -13,202 -9%
MML Investors Services
9
MML Investors Services
Massachusetts
$6.83M 100,080 -8,377 -8%
HTIM
10
Harbour Trust & Investment Management
Indiana
$6.21M 90,945 +90,945 New
Citadel Advisors
11
Citadel Advisors
Florida
$4.67M 68,325 +7,421 +12%
Morgan Stanley
12
Morgan Stanley
New York
$4.26M 62,356 +30,173 +94%
LPL Financial
13
LPL Financial
California
$1.37M 20,108 +4,045 +25%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.29M 18,921 +1,506 +9%
MA
15
Mutual Advisors
Nebraska
$1.28M 18,706 +12,309 +192%
BIM
16
Bridges Investment Management
Nebraska
$1.16M 16,993 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$964K 14,122 -1 -0%
HIM
18
Hanlon Investment Management
New Jersey
$879K 12,872 -3,363 -21%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$838K 12,269 +1,084 +10%
PNC
20
Park National Corp
Ohio
$810K 11,868 -1,114 -9%
AAS
21
Avantax Advisory Services
Texas
$800K 11,718 -483 -4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$795K 11,588 +11,588 New
Ameriprise
23
Ameriprise
Minnesota
$776K 11,544 +118 +1%
WA
24
Wealth Architects
California
$638K 9,342 +785 +9%
KAS
25
Kestra Advisory Services
Texas
$598K 8,757 +537 +7%
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