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FlexShares Quality Dividend Index Fund

118 hedge funds and large institutions have $1.27B invested in FlexShares Quality Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$760M -$8.45M -155,126 -1%
TF
2
TIAA FSB
Florida
$233M -$16.6M -304,076 -7%
KeyBank National Association
3
KeyBank National Association
Ohio
$30.7M +$278K +5,096 +0.9%
V
4
VeraBank
Texas
$22.1M -$131K -2,402 -0.6%
UBS Group
5
UBS Group
Switzerland
$16.5M +$2.56K +47 +0%
Bank of America
6
Bank of America
North Carolina
$15M +$376K +6,908 +3%
LPL Financial
7
LPL Financial
California
$13.8M +$177K +3,249 +1%
Morgan Stanley
8
Morgan Stanley
New York
$13.7M -$143K -2,622 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.2M -$7.84M -143,936 -37%
OPS
10
Orion Portfolio Solutions
Nebraska
$11.9M +$20K +355 +0.2%
BCI
11
Brinker Capital Investments
Pennsylvania
$11.9M +$10.8M +192,181 +968%
BSW
12
Buckingham Strategic Wealth
Missouri
$9.75M
TW
13
Transform Wealth
Colorado
$9.61M +$4.46M +81,811 +86%
WANY
14
Wealthspire Advisors (New York)
New York
$9.46M -$202K -3,705 -2%
LNB
15
Ledyard National Bank
$9.11M -$46.4K -852 -0.5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$9M +$295K +5,413 +3%
BIM
17
Bridges Investment Management
Nebraska
$7.49M -$90.3K -1,658 -1%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$3.98M +$123K +2,259 +3%
AF
19
Allworth Financial
California
$3.91M -$1.11M -20,297 -22%
MFG
20
Magnus Financial Group
New York
$3.6M +$9.26K +170 +0.3%
Goldman Sachs
21
Goldman Sachs
New York
$3.21M +$194K +3,555 +6%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.03M +$329K +6,038 +12%
LFA
23
Landmark Financial Advisors
Kentucky
$2.82M +$708K +13,006 +34%
MOS
24
MGO One Seven
Ohio
$2.79M +$1.76M +32,400 +172%
Wells Fargo
25
Wells Fargo
California
$2.75M -$32.1K -589 -1%