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FlexShares International Quality Dividend Index Fund

75 hedge funds and large institutions have $634M invested in FlexShares International Quality Dividend Index Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.18% less ownership

Funds ownership: 88.09%86.92% (-1.2%)

4% less funds holding

Funds holding: 7875 (-3)

12% less capital invested

Capital invested by funds: $716M → $634M (-$82.7M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
27
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$308M -$31.4M -1,400,632 -9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$129M +$9.99M +445,838 +8%
LWA
3
Lenox Wealth Advisors
New York
$41M +$1.54M +68,904 +4%
KeyBank National Association
4
KeyBank National Association
Ohio
$38.7M +$6.75M +301,162 +21%
3AM
5
3D Asset Management
Connecticut
$21.5M +$461K +20,560 +2%
MIS
6
Morningstar Investment Services
Illinois
$20.5M +$320K +14,265 +2%
UBS Group
7
UBS Group
Switzerland
$17.6M -$4.41M -196,671 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.6M +$689K +30,728 +6%
Morgan Stanley
9
Morgan Stanley
New York
$6.59M +$1.3M +57,871 +24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.04M +$126K +5,619 +3%
LPL Financial
11
LPL Financial
California
$4.38M -$165K -7,372 -4%
KWM
12
Kingsview Wealth Management
Oregon
$3.83M -$371K -16,557 -9%
Bank of America
13
Bank of America
North Carolina
$3.2M +$376K +16,760 +13%
Ameriprise
14
Ameriprise
Minnesota
$2.35M +$425K +18,957 +22%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.6M +$18.6K +832 +1%
AG
16
Advisor Group
Arizona
$1.59M -$19K -846 -1%
NWS
17
Newport Wealth Strategies
California
$1.53M -$119K -5,300 -7%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.44M +$57.8K +2,578 +4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.21M
Cerity Partners
20
Cerity Partners
New York
$1.1M
Jane Street
21
Jane Street
New York
$975K -$5.5M -245,336 -85%
RMC
22
Regis Management Company
California
$824K
GC
23
Gilbert & Cook
Iowa
$804K -$3.29K -147 -0.4%
BMCM
24
Bryn Mawr Capital Management
Pennsylvania
$790K +$354K +15,781 +80%
NB
25
NBT Bank
New York
$584K +$247K +11,025 +73%

IQDF Hedge Fund Activity: Q3 2019 in Review

75 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Index Fund (IQDF) for Q3 2019, worth a combined $634M — down 12% from $716M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IQDF and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 27 added.

The largest buyer was Royal Bank of Canada, adding an estimated $9.99M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $39.9M.

  • 75 institutional investors held FlexShares International Quality Dividend Index Fund (IQDF) as of Q3 2019, down from 78 in Q2 2019.
  • Funds reported $634M of FlexShares International Quality Dividend Index Fund stock for Q3 2019, down 12% quarter-over-quarter.
  • 10 funds opened new FlexShares International Quality Dividend Index Fund positions in Q3 2019 and 13 closed out, a net change of -3 holders.
  • The largest FlexShares International Quality Dividend Index Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $9.99M added.
  • The largest FlexShares International Quality Dividend Index Fund seller in Q3 2019 was TD Ameritrade Investment Management, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2019.