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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
William Blair & Company
151
William Blair & Company
Illinois
$10K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.62K +120 New
AssetMark Inc
153
AssetMark Inc
California
$8.89K
MSFP
154
Mark Sheptoff Financial Planning
Connecticut
$8.08K
AIM
155
Anchor Investment Management
South Carolina
$6.95K
CFD
156
Creative Financial Designs
Indiana
$5.66K +$4.25K +53 +312%
FFA
157
Farther Finance Advisors
California
$4.5K +$80 +1 +2%
TFGT
158
TS Financial Group (TSFG)
Illinois
$4K
AWM
159
AE Wealth Management
Kansas
$3.48K
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
-$2.62M -32,994 Closed
FTUS
161
Flow Traders U.S.
New York
-$541K -6,811 Closed
FLPIM
162
F.L. Putnam Investment Management
Massachusetts
-$429K -5,400 Closed
CAM
163
Cozad Asset Management
Illinois
-$228K -2,875 Closed
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$215K -2,702 Closed
PI
165
PFG Investments
New York
-$212K -2,675 Closed
WFAG
166
Worth Financial Advisory Group
North Carolina
-$210K -2,640 Closed
HighTower Advisors
167
HighTower Advisors
Illinois
-$202K -2,541 Closed
GWSG
168
GPS Wealth Strategies Group
Colorado
-$68.8K -867 Closed
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
-$8.73K -110 Closed