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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

82 hedge funds and large institutions have $552M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding

Funds holding: 6982 (+13)

5% more capital invested

Capital invested by funds: $527M → $552M (+$25.4M)

0.29% more ownership

Funds ownership: 92.81%93.1% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
82
Holders Change
+13
Holders Change %
+18.84%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
22
Reduced
25
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$361M -$849K -9,415 -0.2%
CFA
2
Capstone Financial Advisors
Illinois
$42.6M -$109K -1,209 -0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.4M +$1.3M +14,387 +3%
MML Investors Services
4
MML Investors Services
Massachusetts
$13.5M +$909K +10,085 +7%
HTIM
5
Harbour Trust & Investment Management
Indiana
$12.8M +$506K +5,610 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.3M +$199K +2,210 +2%
CNBT
7
Cornerstone National Bank & Trust
Illinois
$10.4M +$287K +3,181 +3%
SAG
8
SageView Advisory Group
California
$6.25M -$57K -632 -0.9%
LPL Financial
9
LPL Financial
California
$6.06M +$4.88M +54,150 +484%
Morgan Stanley
10
Morgan Stanley
New York
$4.59M +$25.3K +281 +0.6%
ST
11
Sageworth Trust
Pennsylvania
$3.88M -$511K -5,665 -12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.42M +$93.8K +1,040 +3%
LI
13
LRI Investments
Florida
$2.45M
EA
14
Efficient Advisors
Ohio
$2.42M -$104K -1,155 -4%
FPB
15
First PREMIER Bank
South Dakota
$2.29M
DWS
16
Discipline Wealth Solutions
South Carolina
$1.99M -$138K -1,535 -7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.79M -$5.86K -65 -0.3%
AT
18
Arlington Trust
Alabama
$1.6M +$1.55M +17,206 New
BIM
19
Bridges Investment Management
Nebraska
$1.58M -$3.06K -34 -0.2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.52M +$1.47M +16,340 New
TWA
21
Trace Wealth Advisors
California
$1.25M -$27K -300 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.24M -$1.59M -17,606 -57%
HIM
23
Hanlon Investment Management
New Jersey
$800K -$231K -2,559 -23%
IWC
24
Integrated Wealth Concepts
Massachusetts
$789K +$44.4K +492 +6%
CWP
25
Cyndeo Wealth Partners
Florida
$774K -$1.62K -18 -0.2%