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FlexShares Quality Dividend Index Fund
QDF

Overview Fund Activity

104 hedge funds and large institutions have $1.17B invested in FlexShares Quality Dividend Index Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.85%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
22
Increased
25
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$269M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$12.7M
3
Bank of America
3
Bank of America
North Carolina
$17.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.96M
5
RJA
5
Raymond James & Associates
Florida
$3.45M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$647M
2
LNB
2
Ledyard National Bank
$14.9M
3
AWA
3
Alaska Wealth Advisors
Alaska
$2.94M
4
TW
4
Transform Wealth
Colorado
$2.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$119K -$51K -1,035 -30%
FFC
77
First Financial Corp
Indiana
$109K – – –
IAIM
78
International Assets Investment Management
Florida
$107K +$107K +2,257 New
Jones Financial Companies
79
Jones Financial Companies
Missouri
$102K +$102K +2,055 New
KFI
80
Key Financial Inc
Pennsylvania
$94K +$94K +1,893 New
BFC
81
Bedel Financial Consulting
Indiana
$84K – – –
AWM
82
Atticus Wealth Management
Florida
$83K +$83K +1,675 New
IA
83
IFP Advisors
Florida
$81K -$4.84K -99 -6%
CFA
84
Carroll Financial Associates
North Carolina
$67K – – –
CB
85
CNB Bank
Pennsylvania
$59K -$20.9K -425 -26%
CTFG
86
Capstone Triton Financial Group
Oklahoma
$56K +$56K +1,123 New
BBHC
87
Brown Brothers Harriman & Co
New York
$56K +$56K +1,134 New
IRC
88
Investors Research Corp
Georgia
$51K +$7.43K +151 +17%
GRP
89
Global Retirement Partners
California
$45K – – –
WOC
90
West Oak Capital
California
$44K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$28K – – –
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +540 New
SIAP
93
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K – – –
QCG
94
Quadrant Capital Group
Ohio
$21K +$21K +425 New
FPCG
95
Fort Pitt Capital Group
Pennsylvania
$19K +$19K +376 New
CAAS
96
Capital Asset Advisory Services
Michigan
$16K +$16K +325 New
WEC
97
Winslow Evans & Crocker
Massachusetts
$12K +$4.8K +100 +67%
MSFP
98
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
EIP
99
Ellis Investment Partners
Pennsylvania
$8K +$52 +1 +0.7%
VFA
100
Valeo Financial Advisors
Indiana
$6K – – –
1 2 3
4
5