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FlexShares Quality Dividend Index Fund

159 hedge funds and large institutions have $1.68B invested in FlexShares Quality Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 147159 (+12)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$53.9M)

0.75% more ownership

Funds ownership: 82.18%82.93% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.86M -$13.3K -166 -0.3%
HIM
27
Hanlon Investment Management
New Jersey
$3.43M -$55.1K -688 -2%
CFO
28
CVA Family Office
Colorado
$3.43M -$641 -8 -0%
AF
29
Allworth Financial
California
$2.9M -$137K -1,713 -5%
HB
30
Horizon Bancorp
Indiana
$2.84M -$81.4K -1,015 -3%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.63M +$1.35M +16,884 +108%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.54M -$169K -2,106 -6%
FFA
33
First Foundation Advisors
California
$2.49M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.44M -$119K -1,480 -5%
TCOV
35
Trust Company of Vermont
Vermont
$2.43M
ST
36
Sageworth Trust
Pennsylvania
$2.4M
Raymond James Financial
37
Raymond James Financial
Florida
$2.21M +$138K +1,727 +7%
FFC
38
First Financial Corp
Indiana
$2.16M
Ameriprise
39
Ameriprise
Minnesota
$2M +$1.54M +19,266 +355%
HPC
40
HM Payson & Co
Maine
$1.8M
MG
41
Mather Group
Illinois
$1.71M +$6.17K +77 +0.4%
BMCM
42
Bryn Mawr Capital Management
Pennsylvania
$1.6M -$24.6K -307 -2%
CB
43
Commerce Bank
Missouri
$1.42M
AC
44
Anson Capital
Georgia
$1.39M -$576K -7,186 -30%
CFG
45
Clayton Financial Group
Missouri
$1.37M +$1.36M +17,000 New
SWM
46
Selby Wealth Management
California
$1.34M +$1.32M +16,523 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$1.24M +$510K +6,363 +70%
VR
48
Valued Retirements
Texas
$1.21M
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.19M +$1.18M +14,674 New
Creative Planning
50
Creative Planning
Kansas
$1.18M +$69.5K +867 +6%