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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

43 hedge funds and large institutions have $204M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$213K +$3.16K +62 +2%
CA
27
CoreCap Advisors
Michigan
$72.8K +$35.4K +695 +95%
CA
28
Clearstead Advisors
Ohio
$70.1K
IA
29
IFP Advisors
Florida
$61.6K +$29.4K +578 +92%
NB
30
NBT Bank
New York
$61.2K
Bank of America
31
Bank of America
North Carolina
$58.7K +$21.7K +426 +59%
AF
32
Allworth Financial
California
$53.6K
CTWM
33
Cherry Tree Wealth Management
Minnesota
$45K
LFG
34
Larson Financial Group
Missouri
$19.6K +$19.6K +384 New
MA
35
Marquette Associates
Illinois
$17.2K -$2.04K -40 -11%
AWM
36
AllSquare Wealth Management
New York
$14.5K
HI
37
Harbour Investments
Wisconsin
$12.3K +$12.3K +241 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$11.6K -$915K -17,965 -99%
UBS Group
39
UBS Group
Switzerland
$8.15K -$12.4K -244 -60%
OP
40
ORG Partners
Indiana
$6.78K +$6.78K +133 New
CPG
41
Cornerstone Planning Group
New Jersey
$3.82K +$153 +3 +4%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$1.48K
Wells Fargo
43
Wells Fargo
California
$33
PNC
44
Park National Corp
Ohio
-$417K -7,308 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$105K -1,837 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
-$343 -6 Closed