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FlexShares Quality Dividend Index Fund
QDF

Overview Fund Activity

145 hedge funds and large institutions have $1.39B invested in FlexShares Quality Dividend Index Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+15
Holders Change %
+11.54%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
40
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$265M
3
HB
3
Horizon Bancorp
Indiana
$2.69M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$916K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$785M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.18M
3
Wells Fargo
3
Wells Fargo
California
$1.23M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$16.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.75M 44,605 +128 +0.3%
HB
27
Horizon Bancorp
Indiana
$2.69M 43,741 +43,537 +21,342%
HIM
28
Hanlon Investment Management
New Jersey
$2.48M 40,252 -14,410 -26%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.38M 38,618 +3,386 +10%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.08M 33,789 +1,650 +5%
FFA
31
First Foundation Advisors
California
$2.01M 32,666 – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.96M 31,824 -165 -0.5%
BMCM
33
Bryn Mawr Capital Management
Pennsylvania
$1.87M 30,333 – –
TCOV
34
Trust Company of Vermont
Vermont
$1.86M 30,278 – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.86M 30,169 -5,889 -16%
ST
36
Sageworth Trust
Pennsylvania
$1.83M 29,664 – –
Osaic Holdings
37
Osaic Holdings
Arizona
$1.79M 29,099 -22,113 -43%
AC
38
Anson Capital
Georgia
$1.48M 23,992 +12,234 +104%
GWM
39
Gray Wealth Management
Maine
$1.42M 23,045 +2,132 +10%
HPC
40
HM Payson & Co
Maine
$1.37M 22,215 – –
JWBC
41
John W. Brooker & Co
California
$1.32M 21,533 -12 -0.1%
MG
42
Mather Group
Illinois
$1.32M 21,485 -4,409 -17%
Wells Fargo
43
Wells Fargo
California
$1.23M 19,980 -41,735 -68%
STCOSD
44
Sageworth Trust Company of South Dakota
South Dakota
$1.12M 18,193 – –
RTL
45
Red Tortoise LLC
Georgia
$1.11M 17,988 +131 +0.7%
BPA
46
Beacon Pointe Advisors
California
$988K 16,061 -290 -2%
AA
47
Addison Advisors
Vermont
$976K 15,870 -2,912 -16%
CB
48
Commerce Bank
Missouri
$973K 15,820 – –
Corient Private Wealth
49
Corient Private Wealth
Florida
$962K 15,628 -1,590 -9%
VR
50
Valued Retirements
Texas
$925K 15,028 +15,028 New
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