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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

61 hedge funds and large institutions have $439M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$282M -$50.6M -723,222 -15%
CFA
2
Capstone Financial Advisors
Illinois
$35.4M +$282K +4,031 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.5M +$2.81M +40,229 +11%
EA
4
Efficient Advisors
Ohio
$15.3M -$967K -13,837 -6%
SAG
5
SageView Advisory Group
California
$11.8M +$11.8M +168,651 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.81M -$155K -2,213 -2%
HTIM
7
Harbour Trust & Investment Management
Indiana
$8.38M +$499K +7,142 +6%
FTUS
8
Flow Traders U.S.
New York
$8.33M +$4.48M +64,142 +117%
MML Investors Services
9
MML Investors Services
Massachusetts
$7.77M +$888K +12,702 +13%
Citadel Advisors
10
Citadel Advisors
Florida
$4.04M +$2.91M +41,686 +258%
Jane Street
11
Jane Street
New York
$3.28M -$5.33M -76,184 -62%
Morgan Stanley
12
Morgan Stanley
New York
$3.01M +$270K +3,862 +10%
MHS
13
M Holdings Securities
Oregon
$1.9M +$1.9M +27,137 New
BIM
14
Bridges Investment Management
Nebraska
$1.36M +$177K +2,530 +15%
HIM
15
Hanlon Investment Management
New Jersey
$1.33M +$144K +2,055 +12%
LPL Financial
16
LPL Financial
California
$1.31M -$37.1K -531 -3%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.24M -$22.6K -323 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.23M +$154K +2,206 +14%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$891K
PNC
20
Park National Corp
Ohio
$832K +$29.7K +425 +4%
AAS
21
Avantax Advisory Services
Texas
$822K +$2.31K +33 +0.3%
FIM
22
Freedom Investment Management
Connecticut
$656K +$38.2K +546 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$648K +$115K +1,647 +22%
KAS
24
Kestra Advisory Services
Texas
$597K -$6.64K -95 -1%
WT
25
Whittier Trust
California
$584K +$584K +8,351 New