FlexShares International Quality Dividend Defensive Index Fund
IQDE
IQDE was delisted on the 21st of January, 2025.
11 hedge funds and large institutions have $83.5M invested in FlexShares International Quality Dividend Defensive Index Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
1% more capital invested
Capital invested by funds: $82.8M → $83.5M (+$702K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$2.6M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$309K |
| 3 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$242K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$135K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$79.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PO
Private Ocean
San Rafael,
California
|
-$1.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$444K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$44K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$6.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $81.2M | +$2.6M | +100,815 | +3% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $769K | +$79.8K | +3,088 | +11% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $503K | -$444K | -17,193 | -46% |
|
|
4
CIBC Private Wealth Group
Atlanta,
Georgia
| $301K | +$309K | +11,945 | New |
|
|
OWM
5
Orgel Wealth Management
Altoona,
Wisconsin
| $237K | +$242K | +9,385 | New |
|
|
SWP
6
Stratos Wealth Partners
Beachwood,
Ohio
| $169K | -$6.71K | -260 | -4% |
|
|
7
Fifth Third Bancorp
Cincinnati,
Ohio
| $131K | +$135K | +5,213 | New |
|
8
Morgan Stanley
New York
| $107K | +$14K | +541 | +15% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $72K | – | – | – |
|
10
SEI Investments
Oaks,
Pennsylvania
| $30K | – | – | – |
|
|
PO
11
Private Ocean
San Rafael,
California
| – | -$1.16M | -16,686 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$44K | -1,726 | Closed |
|
IQDE Hedge Fund Activity: Q1 2018 in Review
11 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Defensive Index Fund (IQDE) for Q1 2018, worth a combined $83.5M — up 0.85% from $82.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IQDE positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $2.6M. The largest seller was Private Ocean, exiting entirely with an estimated $1.16M sold.
- 11 institutional investors held FlexShares International Quality Dividend Defensive Index Fund (IQDE) as of Q1 2018, up from 10 in Q4 2017.
- Funds reported $83.5M of FlexShares International Quality Dividend Defensive Index Fund stock for Q1 2018, up 0.85% quarter-over-quarter.
- 3 funds opened new FlexShares International Quality Dividend Defensive Index Fund positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest FlexShares International Quality Dividend Defensive Index Fund buyer in Q1 2018 was Northern Trust, an estimated $2.6M added.
- The largest FlexShares International Quality Dividend Defensive Index Fund seller in Q1 2018 was Private Ocean, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2018.