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FlexShares Quality Dividend Defensive Index Fund

97 hedge funds and large institutions have $390M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

3% more capital invested

Capital invested by funds: $378M → $390M (+$11.3M)

0.38% more ownership

Funds ownership: 78.84%79.22% (+0.38%)

0% more funds holding

Funds holding: 9797 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
35
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$234K +$2.82K +35 +1%
NP
77
NorthRock Partners
Minnesota
$225K
WB
78
West Bancorporation
Iowa
$216K
Citigroup
79
Citigroup
New York
$214K -$21.2K -264 -9%
NAMP
80
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$202K +$201K +2,500 New
UBS AM
81
UBS AM
Illinois
$143K +$142K +1,767 New
US Bancorp
82
US Bancorp
Minnesota
$142K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$84.9K +$39.3K +488 +87%
BF
84
BOK Financial
Oklahoma
$81K
AWM
85
AE Wealth Management
Kansas
$66.9K
CFD
86
Creative Financial Designs
Indiana
$52.6K
CSC
87
Caldwell Sutter Capital
California
$49K
SPIA
88
Steward Partners Investment Advisory
New York
$42.7K
SNB
89
Security National Bank
Nebraska
$40.5K +$40.2K +500 New
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.6K +$38.4K +477 New
WSFS
91
Wilmington Savings Fund Society
Delaware
$26.6K
WA
92
Walsh & Associates
Florida
$26.6K +$26.4K +328 New
Wells Fargo
93
Wells Fargo
California
$26K +$25.8K +321 +32,100%
NWM
94
Nova Wealth Management
Florida
$19.3K -$44.7K -556 -70%
PB
95
Pinnacle Bancorp
Nebraska
$8.58K +$80 +1 +1%
CTWM
96
Cherry Tree Wealth Management
Minnesota
$4.62K -$85.2K -1,059 -95%
DFA
97
DHJJ Financial Advisors
Illinois
$324
VF
98
Virtu Financial
New York
-$1.66M -20,780 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$804K -10,052 Closed
TRCT
100
Tower Research Capital (TRC)
New York
-$459K -5,735 Closed

QDEF Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q4 2025, worth a combined $390M — up 3% from $378M a quarter earlier.

Fund positioning in QDEF was balanced in Q4 2025: 7 funds opened new positions, 7 closed out, 35 added to existing stakes and 28 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.02M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.66M sold.

  • 97 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $390M of FlexShares Quality Dividend Defensive Index Fund stock for Q4 2025, up 3% quarter-over-quarter.
  • 7 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q4 2025 and 7 closed out, a net change of 0 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q4 2025 was Ameriprise, an estimated $3.02M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q4 2025 was Virtu Financial, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2025.