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FlexShares Quality Dividend Index Fund

152 hedge funds and large institutions have $1.45B invested in FlexShares Quality Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 147152 (+5)

0.33% less ownership

Funds ownership: 83.13%82.79% (-0.33%)

4% less capital invested

Capital invested by funds: $1.51B → $1.45B (-$63M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
31
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$808M -$3.89M -54,945 -0.5%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$264M -$11.6M -163,188 -4%
KeyBank National Association
3
KeyBank National Association
Ohio
$37.9M -$30.2K -426 -0.1%
V
4
VeraBank
Texas
$29.6M +$282K +3,982 +0.9%
LPL Financial
5
LPL Financial
California
$25M +$3M +42,427 +13%
Bank of America
6
Bank of America
North Carolina
$20.8M -$1.01M -14,238 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.4M -$334K -4,720 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$17.1M +$3.06M +43,227 +21%
Morgan Stanley
9
Morgan Stanley
New York
$16.4M +$19.8K +280 +0.1%
UBS Group
10
UBS Group
Switzerland
$15.3M -$201K -2,836 -1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$12M +$311K +4,393 +3%
LNB
12
Ledyard National Bank
$11.1M -$359K -5,074 -3%
WANY
13
Wealthspire Advisors (New York)
New York
$10.1M +$27.5K +388 +0.3%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$9.23M +$831K +11,739 +10%
BCI
15
Brinker Capital Investments
Pennsylvania
$8.52M -$1.37M -19,303 -13%
OPS
16
Orion Portfolio Solutions
Nebraska
$8.52M -$1.37M -19,303 -13%
BIM
17
Bridges Investment Management
Nebraska
$8.49M -$455K -6,431 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$8.45M +$625K +8,820 +8%
CIAS
19
CFS Investment Advisory Services
New Jersey
$7.83M +$675K +9,529 +9%
Wells Fargo
20
Wells Fargo
California
$6.72M -$1.07M -15,136 -13%
Goldman Sachs
21
Goldman Sachs
New York
$6.6M +$2.73M +38,512 +66%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$6.51M -$143K -2,013 -2%
BEI
23
Benjamin Edwards Inc
Missouri
$5.38M +$338K +4,768 +6%
MFG
24
Magnus Financial Group
New York
$4.46M +$34.8K +492 +0.8%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.28M +$481K +6,791 +12%

QDF Hedge Fund Activity: Q1 2025 in Review

152 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q1 2025, worth a combined $1.45B — down 4.2% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QDF positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.06M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.6M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q1 2025, up from 147 in Q4 2024.
  • Funds reported $1.45B of FlexShares Quality Dividend Index Fund stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 20 funds opened new FlexShares Quality Dividend Index Fund positions in Q1 2025 and 12 closed out, a net change of +8 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q1 2025 was Bank of New York Mellon, an estimated $3.06M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q1 2025 was TIAA Trust, National Association, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.