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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
Northern Trust
1
Northern Trust
Illinois
$272M +$1.11M +13,741 +0.4%
LPL Financial
2
LPL Financial
California
$14.2M +$591K +7,349 +4%
RW
3
RVW Wealth
California
$7.15M +$483 +6 +0%
Bank of America
4
Bank of America
North Carolina
$6.75M +$1.06M +13,146 +19%
Raymond James Financial
5
Raymond James Financial
Florida
$5.74M +$1.3M +16,144 +29%
SDH
6
Sloy Dahl & Holst
Washington
$5.72M +$161K +2,003 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.64M -$46.3K -575 -0.8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$5.43M +$913K +11,341 +20%
Ameriprise
9
Ameriprise
Minnesota
$3.73M +$3.02M +37,464 +435%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.28M +$87.4K +1,086 +3%
TCBWMS
11
Texas Capital Bank Wealth Management Services
Texas
$2.87M -$198K -2,459 -6%
FLPIM
12
F.L. Putnam Investment Management
Massachusetts
$2.54M -$662K -8,223 -21%
Creative Planning
13
Creative Planning
Kansas
$2.43M
LSA
14
L & S Advisors
California
$1.98M -$29.4K -365 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.89M -$63.8K -793 -3%
FCMA
16
Foresight Capital Management Advisors
Michigan
$1.88M -$205K -2,549 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.72M +$109K +1,359 +7%
WWM
18
WT Wealth Management
Arizona
$1.64M +$132K +1,636 +9%
RSF
19
Rik Saylor Financial
Ohio
$1.56M -$8.21K -102 -0.5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.53M -$856K -10,641 -36%
William Blair & Company
21
William Blair & Company
Illinois
$1.49M +$28.6K +356 +2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.44M +$951K +11,811 +198%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.36M -$14.6K -181 -1%
AC
24
Anson Capital
Georgia
$1.36M +$387K +4,814 +40%
RW
25
REDW Wealth
New Mexico
$1.29M -$94.6K -1,175 -7%

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.