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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

22 hedge funds and large institutions have $409M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $379M → $409M (+$30.2M)

5% more funds holding

Funds holding: 2122 (+1)

3.83% less ownership

Funds ownership: 92.97%89.13% (-3.8%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$379M +$22.6M +429,309 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.94M +$619K +11,756 +7%
EA
3
Efficient Advisors
Ohio
$7.14M -$2.3M -43,688 -25%
AssetMark Inc
4
AssetMark Inc
California
$5.52M +$988K +18,768 +22%
OMC
5
Old Mission Capital
Illinois
$2.89M +$1.51M +28,582 +112%
CAI
6
Capital Advisors Inc
Oklahoma
$1.28M +$803K +15,253 +174%
CJA
7
C-J Advisory
California
$806K +$3.21K +61 +0.4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$725K +$312K +5,918 +77%
TFF
9
The Family Firm
Maryland
$576K +$253K +4,800 +89%
FHC
10
First Heartland Consultants
Missouri
$450K +$444K +8,431 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$372K -$10K -190 -3%
RJA
12
Raymond James & Associates
Florida
$243K +$2.95K +56 +1%
Wells Fargo
13
Wells Fargo
California
$171K +$169K +3,200 New
Bank of America
14
Bank of America
North Carolina
$146K -$130K -2,467 -47%
AG
15
Advisor Group
Arizona
$137K -$1.37K -26 -1%
UBS Group
16
UBS Group
Switzerland
$113K +$103K +1,957 +1,193%
Morgan Stanley
17
Morgan Stanley
New York
$85K -$3.27K -62 -4%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$76K +$1.32K +25 +2%
IA
19
IFP Advisors
Florida
$43K +$39.2K +745 +1,330%
MFBTD
20
MB Financial Bank - Trust Department
Illinois
$25K +$24.6K +468 New
CPIG
21
Chicago Partners Investment Group
Illinois
$21K +$22.2K +422 New
Jane Street
22
Jane Street
New York
-$8.06M -156,083 Closed
VKH
23
Virtu KCG Holdings
New York
-$303K -5,874 Closed
ZB
24
Zions Bancorporation
Utah
-$16K -310 Closed

TLTE Hedge Fund Activity: Q2 2017 in Review

22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q2 2017, worth a combined $409M — up 8% from $379M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TLTE positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Northern Trust, adding an estimated $22.6M. The largest seller was Jane Street, exiting entirely with an estimated $8.06M sold.

  • 22 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q2 2017, up from 21 in Q1 2017.
  • Funds reported $409M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q2 2017, up 8% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q2 2017 was Northern Trust, an estimated $22.6M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q2 2017 was Jane Street, an estimated $8.06M sold.

Based on aggregated 13F filings for Q2 2017.