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FlexShares Quality Dividend Index Fund

147 hedge funds and large institutions have $1.51B invested in FlexShares Quality Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
40
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$838M 11,873,575 -221,521 -2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$284M 4,020,551 -17,288 -0.4%
KeyBank National Association
3
KeyBank National Association
Ohio
$39.2M 555,070 +15,336 +3%
V
4
VeraBank
Texas
$30.3M 429,469 +18,951 +5%
LPL Financial
5
LPL Financial
California
$22.8M 322,847 +8,184 +3%
Bank of America
6
Bank of America
North Carolina
$22.4M 317,956 -7,491 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.4M 274,486 +14,941 +6%
Morgan Stanley
8
Morgan Stanley
New York
$16.9M 239,752 -173 -0.1%
UBS Group
9
UBS Group
Switzerland
$16M 227,358 +8 +0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.6M 207,524 +54,780 +36%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$12M 170,546 -2,405 -1%
LNB
12
Ledyard National Bank
$11.8M 166,903 -2,236 -1%
WANY
13
Wealthspire Advisors (New York)
New York
$10.4M 147,561 +387 +0.3%
BCI
14
Brinker Capital Investments
Pennsylvania
$10.2M 143,970 -18,646 -11%
OPS
15
Orion Portfolio Solutions
Nebraska
$10.2M 143,970 -18,646 -11%
BIM
16
Bridges Investment Management
Nebraska
$9.22M 130,645
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$8.7M 123,326 -4,410 -3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$8.09M 114,736 +2,686 +2%
Wells Fargo
19
Wells Fargo
California
$8.01M 113,481 +48,394 +74%
CIAS
20
CFS Investment Advisory Services
New Jersey
$7.41M 105,002 +2,178 +2%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$6.86M 97,221 -3,613 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.32M 177,720 +105,291 +145%
BEI
23
Benjamin Edwards Inc
Missouri
$5.22M 73,925 -110 -0.1%
TW
24
Transform Wealth
Colorado
$4.8M 68,027 -276,656 -80%
MFG
25
Magnus Financial Group
New York
$4.57M 64,749 +405 +0.6%