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FlexShares International Quality Dividend Index Fund

29 hedge funds and large institutions have $309M invested in FlexShares International Quality Dividend Index Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.27% more ownership

Funds ownership: 89.39%91.65% (+2.3%)

4% less capital invested

Capital invested by funds: $323M → $309M (-$13.6M)

6% less funds holding

Funds holding: 3129 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
8
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$237M -$9.81M -474,638 -4%
MIS
2
Morningstar Investment Services
Illinois
$22.7M -$1.59M -77,023 -7%
LPL Financial
3
LPL Financial
California
$14.3M -$3.26M -157,720 -19%
3AM
4
3D Asset Management
Connecticut
$13.7M -$2.71M -130,906 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.93M +$97K +4,694 +1%
BCI
6
Brinker Capital Investments
Pennsylvania
$2.9M +$571K +27,628 +27%
Morgan Stanley
7
Morgan Stanley
New York
$2.06M +$342K +16,550 +22%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.65M +$49.6K +2,399 +3%
UBS Group
9
UBS Group
Switzerland
$1.61M +$1.49M +72,238 +9,052%
Ameriprise
10
Ameriprise
Minnesota
$740K +$693K +33,507 New
CSIA
11
Charles Schwab Investment Advisory
California
$713K +$667K +32,281 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$687K -$255K -12,316 -28%
Bank of America
13
Bank of America
North Carolina
$653K +$49.4K +2,389 +9%
BCM
14
Brookstone Capital Management
Illinois
$490K -$188K -9,103 -29%
AI
15
Atria Investments
North Carolina
$442K -$178K -8,605 -30%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$400K -$2.77K -134 -0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$389K -$411K -19,882 -53%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$240K -$33.7K -1,629 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$157K -$2.55M -123,574 -95%
IA
20
IFP Advisors
Florida
$64K -$382K -18,471 -87%
RBC
21
Roble Belko & Company
Pennsylvania
$41K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$17K +$186 +9 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.2K +494 New
S
24
SignatureFD
Georgia
$6K -$23.2K -1,124 -80%
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$6K

IQDF Hedge Fund Activity: Q1 2016 in Review

29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Index Fund (IQDF) for Q1 2016, worth a combined $309M — down 4.2% from $323M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IQDF and 5 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $1.49M. The largest seller was Northern Trust, cutting an estimated $9.81M.

  • 29 institutional investors held FlexShares International Quality Dividend Index Fund (IQDF) as of Q1 2016, down from 31 in Q4 2015.
  • Funds reported $309M of FlexShares International Quality Dividend Index Fund stock for Q1 2016, down 4.2% quarter-over-quarter.
  • 5 funds opened new FlexShares International Quality Dividend Index Fund positions in Q1 2016 and 6 closed out, a net change of -1 holder.
  • The largest FlexShares International Quality Dividend Index Fund buyer in Q1 2016 was UBS Group, an estimated $1.49M added.
  • The largest FlexShares International Quality Dividend Index Fund seller in Q1 2016 was Northern Trust, an estimated $9.81M sold.

Based on aggregated 13F filings for Q1 2016.