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FlexShares Quality Dividend Index Fund

130 hedge funds and large institutions have $1.26B invested in FlexShares Quality Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
36
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$725M -$24.6M -441,021 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$233M +$233M +4,176,993 New
KeyBank National Association
3
KeyBank National Association
Ohio
$30.8M -$187K -3,360 -0.6%
V
4
VeraBank
Texas
$22.5M +$48.1K +863 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.2M +$2.87M +51,393 +20%
LPL Financial
6
LPL Financial
California
$15.6M +$459K +8,234 +3%
UBS Group
7
UBS Group
Switzerland
$15.6M -$142K -2,552 -0.9%
Bank of America
8
Bank of America
North Carolina
$14.7M +$839K +15,035 +6%
Morgan Stanley
9
Morgan Stanley
New York
$14.3M +$424K +7,595 +3%
OPS
10
Orion Portfolio Solutions
Nebraska
$11.3M -$2.67M -47,782 -19%
BCI
11
Brinker Capital Investments
Pennsylvania
$11.3M -$2.67M -47,782 -19%
TW
12
Transform Wealth
Colorado
$10.4M +$12.7K +227 +0.1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$9.39M +$519K +9,300 +6%
WANY
14
Wealthspire Advisors (New York)
New York
$9.18M -$532K -9,537 -5%
LNB
15
Ledyard National Bank
$9.18M +$138K +2,480 +2%
BSW
16
Buckingham Strategic Wealth
Missouri
$9.16M -$533K -9,562 -6%
BIM
17
Bridges Investment Management
Nebraska
$7.6M -$69.1K -1,238 -0.9%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.27M +$2.76M +49,417 +78%
Goldman Sachs
19
Goldman Sachs
New York
$4.48M -$1.15M -20,640 -20%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$3.91M -$182K -3,259 -4%
MFG
21
Magnus Financial Group
New York
$3.6M -$103K -1,850 -3%
Wells Fargo
22
Wells Fargo
California
$3.44M +$68.3K +1,225 +2%
LFA
23
Landmark Financial Advisors
Kentucky
$3.4M +$290K +5,199 +9%
AF
24
Allworth Financial
California
$3.28M -$333K -5,976 -9%
HIM
25
Hanlon Investment Management
New Jersey
$3.05M -$150K -2,697 -5%