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FlexShares Quality Dividend Defensive Index Fund

90 hedge funds and large institutions have $384M invested in FlexShares Quality Dividend Defensive Index Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

0.97% less ownership

Funds ownership: 79.22%78.25% (-0.97%)

1% less capital invested

Capital invested by funds: $390M → $384M (-$5.54M)

7% less funds holding

Funds holding: 9790 (-7)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
34
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$273M +$4.49M +54,713 +2%
LPL Financial
2
LPL Financial
California
$14.4M +$430K +5,238 +3%
Bank of America
3
Bank of America
North Carolina
$7.3M +$658K +8,023 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$7.26M +$1.65M +20,067 +28%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.55M +$1.24M +15,072 +22%
RW
6
RVW Wealth
California
$6.44M -$628K -7,651 -9%
SDH
7
Sloy Dahl & Holst
Washington
$5.76M +$127K +1,551 +2%
Morgan Stanley
8
Morgan Stanley
New York
$5.5M -$53.3K -650 -0.9%
TCBWMS
9
Texas Capital Bank Wealth Management Services
Texas
$2.72M -$114K -1,385 -4%
Creative Planning
10
Creative Planning
Kansas
$2.39M
FLPIM
11
F.L. Putnam Investment Management
Massachusetts
$2.01M -$505K -6,150 -20%
LSA
12
L & S Advisors
California
$1.96M +$3.28K +40 +0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.89M +$28.6K +349 +1%
Ameriprise
14
Ameriprise
Minnesota
$1.88M -$1.85M -22,528 -49%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.59M +$353K +4,307 +28%
WWM
16
WT Wealth Management
Arizona
$1.58M -$41.2K -502 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.54M -$1.74M -21,255 -52%
RSF
18
Rik Saylor Financial
Ohio
$1.53M -$4.18K -51 -0.3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.53M +$13.8K +168 +0.9%
William Blair & Company
20
William Blair & Company
Illinois
$1.45M -$18.7K -228 -1%
AC
21
Anson Capital
Georgia
$1.44M +$103K +1,257 +7%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.32M +$656 +8 +0%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.3M -$409K -4,985 -23%
SCM
24
SCS Capital Management
Massachusetts
$1.28M +$104K +1,268 +9%
RW
25
REDW Wealth
New Mexico
$1.28M +$2.95K +36 +0.2%

QDEF Hedge Fund Activity: Q1 2026 in Review

90 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q1 2026, worth a combined $384M — down 1.4% from $390M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QDEF and 4 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 34 added.

The largest buyer was Northern Trust, adding an estimated $4.49M. The largest seller was Foresight Capital Management Advisors, exiting entirely with an estimated $1.88M sold.

  • 90 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q1 2026, down from 97 in Q4 2025.
  • Funds reported $384M of FlexShares Quality Dividend Defensive Index Fund stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 4 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q1 2026 and 9 closed out, a net change of -5 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q1 2026 was Northern Trust, an estimated $4.49M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q1 2026 was Foresight Capital Management Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2026.