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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

37 hedge funds and large institutions have $292M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

5% less capital invested

Capital invested by funds: $306M → $292M (-$14.4M)

1.41% less ownership

Funds ownership: 88.86%87.45% (-1.4%)

12% less funds holding

Funds holding: 4237 (-5)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$245M +$5.89M +94,828 +2%
Jane Street
2
Jane Street
New York
$6.07M +$1.14M +18,310 +22%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.46M -$21.1K -340 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.55M +$249 +4 +0%
CNBT
5
Cornerstone National Bank & Trust
Illinois
$4.08M +$709K +11,406 +20%
EA
6
Efficient Advisors
Ohio
$3.99M -$63K -1,013 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$3.85M +$190K +3,061 +5%
Wells Fargo
8
Wells Fargo
California
$3.65M -$19.5K -313 -0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.94M -$128K -2,054 -6%
ADL
10
Asset Dedication LLC
California
$1.8M -$33.1K -533 -2%
FA
11
Fiducient Advisors
Illinois
$1.63M -$61K -982 -4%
Morgan Stanley
12
Morgan Stanley
New York
$1.47M +$43.7K +703 +3%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$1.33M +$665K +10,704 +95%
BIM
14
Bridges Investment Management
Nebraska
$1.32M -$71.2K -1,146 -5%
WA
15
Wealth Architects
California
$1.29M +$124K +2,003 +10%
LPL Financial
16
LPL Financial
California
$923K +$23.2K +374 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$845K
PNC
18
Park National Corp
Ohio
$636K -$42K -675 -6%
3LCM
19
3D/L Capital Management
Connecticut
$365K -$24.4K -392 -6%
HIM
20
Hanlon Investment Management
New Jersey
$312K -$9.88K -159 -3%
CFGS
21
Concourse Financial Group Securities
Alabama
$307K +$40.3K +649 +15%
Bank of America
22
Bank of America
North Carolina
$244K +$27K +435 +12%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$91K
AF
24
Allworth Financial
California
$63K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$3.85K +62 +7%

TLTE Hedge Fund Activity: Q3 2021 in Review

37 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q3 2021, worth a combined $292M — down 4.7% from $306M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TLTE and 1 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was Northern Trust, adding an estimated $5.89M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $307K sold.

  • 37 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q3 2021, down from 42 in Q2 2021.
  • Funds reported $292M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 1 fund opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q3 2021 was Northern Trust, an estimated $5.89M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q3 2021 was Raymond James & Associates, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2021.