We are live on ! Find out more
QDF icon

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
Northern Trust
1
Northern Trust
Illinois
$909M -$7.46M -93,111 -0.8%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$331M +$12.6M +157,130 +4%
KeyBank National Association
3
KeyBank National Association
Ohio
$43.6M -$345K -4,309 -0.8%
V
4
VeraBank
Texas
$37.2M +$161K +2,004 +0.4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$29.3M +$3.91M +48,813 +16%
LPL Financial
6
LPL Financial
California
$29M -$555K -6,923 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$24.4M -$460K -5,739 -2%
Morgan Stanley
8
Morgan Stanley
New York
$20.3M +$69K +861 +0.3%
Bank of America
9
Bank of America
North Carolina
$20.3M +$149K +1,865 +0.7%
UBS Group
10
UBS Group
Switzerland
$17.4M -$201K -2,512 -1%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$16.5M +$9.38M +117,065 +135%
LNB
12
Ledyard National Bank
$14.6M +$1.34M +16,722 +10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$14.3M +$212K +2,649 +2%
WANY
14
Wealthspire Advisors (New York)
New York
$12M +$13K +162 +0.1%
BIM
15
Bridges Investment Management
Nebraska
$9.9M -$46.3K -577 -0.5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$8.86M -$762K -9,501 -8%
BCI
17
Brinker Capital Investments
Pennsylvania
$8.36M -$540K -6,735 -6%
Wells Fargo
18
Wells Fargo
California
$7.08M +$113K +1,405 +2%
CIAS
19
CFS Investment Advisory Services
New Jersey
$6.45M -$2.7M -33,674 -30%
BEI
20
Benjamin Edwards Inc
Missouri
$6.21M -$41.8K -521 -0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$5.81M -$1.35M -16,833 -19%
MML Investors Services
22
MML Investors Services
Massachusetts
$5.53M +$654K +8,161 +14%
MFG
23
Magnus Financial Group
New York
$5.36M +$28.3K +353 +0.5%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.56M -$18.8K -234 -0.4%
Goldman Sachs
25
Goldman Sachs
New York
$4.04M -$90.7K -1,131 -2%