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FlexShares US Quality Large Cap Index Fund

45 hedge funds and large institutions have $489M invested in FlexShares US Quality Large Cap Index Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
11
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$252K +3,539 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$232K -$16.9K -238 -7%
AI
28
Atria Investments
North Carolina
$202K +$202K +2,835 New
FHC
29
First Heartland Consultants
Missouri
$202K +$202K +2,835 New
PTC
30
Private Trust Company
Ohio
$184K
Raymond James Financial
31
Raymond James Financial
Florida
$159K +$159K +2,231 New
UBS Group
32
UBS Group
Switzerland
$147K +$147K +2,069 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$116K +$113K +1,593 +3,885%
MCM
34
MAI Capital Management
Ohio
$87.5K
MA
35
Marquette Associates
Illinois
$62.2K -$15.8K -222 -20%
HI
36
Harbour Investments
Wisconsin
$46.2K
CB
37
CNB Bank
Pennsylvania
$39.2K
CFD
38
Creative Financial Designs
Indiana
$37.8K +$3.63K +51 +11%
CPG
39
Cornerstone Planning Group
New Jersey
$35.5K +$72 +1 +0.2%
Osaic Holdings
40
Osaic Holdings
Arizona
$26.4K -$66 -1 -0.3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$14.2K +$14.2K +200 New
GRP
42
Global Retirement Partners
California
$12.8K +$12.8K +180 New
NC
43
North Capital
Utah
$12K
GSWM
44
Golden State Wealth Management
California
$8.51K
SIS
45
Sound Income Strategies
Florida
$2.17K
Wells Fargo
46
Wells Fargo
California
$22 -$43 -1 Closed
SB
47
Strategic Blueprint
Georgia
-$301K -4,719 Closed
VA
48
VestGen Advisors
Illinois
-$270K -4,234 Closed
WCF
49
West Coast Financial
California
-$217K -3,400 Closed
OP
50
ORG Partners
Indiana
-$30.3K -473 Closed