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FlexShares Quality Dividend Index Fund

147 hedge funds and large institutions have $1.53B invested in FlexShares Quality Dividend Index Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

57% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 54

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.9M
2 +$2.67M
3 +$2.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.45M
5
V
VeraBank
Texas
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
126
Red Tortoise LLC
Georgia
$57.3K
ADL
127
Asset Dedication LLC
California
$51.2K
BBHC
128
Brown Brothers Harriman & Co
New York
$48.2K
TRCT
129
Tower Research Capital (TRC)
New York
$47.9K
PP
130
PFS Partners
New Jersey
$42.9K
HAP
131
Harbor Asset Planning
Massachusetts
$37K
SPIA
132
Steward Partners Investment Advisory
New York
$36.6K
NS
133
NBC Securities
Alabama
$35K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$28.6K
BlackRock
135
BlackRock
New York
$22.8K
NFSG
136
Newbridge Financial Services Group
Florida
$16.8K
OW
137
Olistico Wealth
Oklahoma
$16.5K
SS
138
Sunbelt Securities
Texas
$11.4K
William Blair & Company
139
William Blair & Company
Illinois
$9.07K
GRP
140
Global Retirement Partners
California
$8.93K
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$8.05K
AssetMark Inc
142
AssetMark Inc
California
$8.05K
MSFP
143
Mark Sheptoff Financial Planning
Connecticut
$7.32K
AIM
144
Anchor Investment Management
South Carolina
$6.29K
TFGT
145
TS Financial Group (TSFG)
Illinois
$4K
AWM
146
AE Wealth Management
Kansas
$3.15K
AAS
147
Ameritas Advisory Services
Nebraska
$1.61K
WOC
148
West Oak Capital
California
$951
JWBC
149
John W. Brooker & Co
California
GS
150
GWN Securities
Florida