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FlexShares Quality Dividend Defensive Index Fund

97 hedge funds and large institutions have $378M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

11% more funds holding

Funds holding: 8797 (+10)

9% more capital invested

Capital invested by funds: $346M → $378M (+$31.9M)

0.22% more ownership

Funds ownership: 78.61%78.84% (+0.22%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
32
Reduced
27
Closed
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$268M -$2.44M -31,552 -0.9%
LPL Financial
2
LPL Financial
California
$13.5M +$290K +3,756 +2%
RW
3
RVW Wealth
California
$7.06M -$1.24K -16 -0%
Bank of America
4
Bank of America
North Carolina
$5.62M -$30.7K -398 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$5.61M +$3.03M +39,226 +127%
SDH
6
Sloy Dahl & Holst
Washington
$5.49M +$76.7K +994 +1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$4.45M +$463K +5,997 +12%
Raymond James Financial
8
Raymond James Financial
Florida
$4.38M +$3.01K +39 +0.1%
FLPIM
9
F.L. Putnam Investment Management
Massachusetts
$3.16M -$1.88M -24,296 -38%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.15M +$159K +2,066 +6%
TCBWMS
11
Texas Capital Bank Wealth Management Services
Texas
$3.03M -$63.8K -827 -2%
Creative Planning
12
Creative Planning
Kansas
$2.4M
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.37M +$9.57K +124 +0.4%
FCMA
14
Foresight Capital Management Advisors
Michigan
$2.07M -$31.6K -410 -2%
LSA
15
L & S Advisors
California
$1.99M +$96.3K +1,248 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.93M -$112K -1,448 -6%
VF
17
Virtu Financial
New York
$1.66M +$898K +11,636 +127%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.59M +$389K +5,039 +34%
RSF
19
Rik Saylor Financial
Ohio
$1.55M -$35.1K -455 -2%
WWM
20
WT Wealth Management
Arizona
$1.49M +$109K +1,411 +8%
William Blair & Company
21
William Blair & Company
Illinois
$1.44M +$4.32K +56 +0.3%
RW
22
REDW Wealth
New Mexico
$1.37M +$74.9K +970 +6%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.36M +$90.8K +1,177 +7%
GT
24
Greenleaf Trust
Michigan
$1.22M -$801K -10,378 -40%
SCM
25
SCS Capital Management
Massachusetts
$1.18M

QDEF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q3 2025, worth a combined $378M — up 9.2% from $346M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QDEF positions and 0 closed out — a net gain of 10 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was Northern Trust, cutting an estimated $2.44M.

  • 97 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $378M of FlexShares Quality Dividend Defensive Index Fund stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 10 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q3 2025 and 0 closed out, a net change of +10 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q3 2025 was Morgan Stanley, an estimated $3.03M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q3 2025 was Northern Trust, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2025.