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FlexShares US Quality Large Cap Index Fund

42 hedge funds and large institutions have $338M invested in FlexShares US Quality Large Cap Index Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

10% more capital invested

Capital invested by funds: $308M → $338M (+$29.6M)

2.89% more ownership

Funds ownership: 87.96%90.85% (+2.9%)

11% less funds holding

Funds holding: 4742 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$243M +$35.8M +535,136 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$38.7M +$2.3M +34,338 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.4M -$364K -5,437 -3%
MML Investors Services
4
MML Investors Services
Massachusetts
$10.6M +$867K +12,957 +8%
SIM
5
Stratos Investment Management
Ohio
$4.77M +$4.75M +70,992 +1,890%
LPL Financial
6
LPL Financial
California
$3.66M +$503K +7,512 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.52M +$450K +6,720 +14%
HA
8
Herold Advisors
New York
$2.66M +$305K +4,554 +12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$2.66M +39,738 New
LMKC
10
L.M. Kohn & Company
Ohio
$2.3M +$14.2K +212 +0.6%
EAM
11
Empirical Asset Management
Massachusetts
$2.27M +$56.2K +840 +2%
Goldman Sachs
12
Goldman Sachs
New York
$1.75M -$604K -9,025 -25%
FIM
13
Freedom Investment Management
Connecticut
$1.53M +$164K +2,456 +11%
PNC
14
Park National Corp
Ohio
$1.31M +$20K +299 +1%
HIM
15
Hanlon Investment Management
New Jersey
$1.24M -$392K -5,852 -23%
Bank of America
16
Bank of America
North Carolina
$983K +$557K +8,329 +118%
MWM
17
Meridian Wealth Management
Kentucky
$413K
SB
18
Strategic Blueprint
Georgia
$301K
AWM
19
Axxcess Wealth Management
California
$299K -$31.4K -469 -9%
CRI
20
Colonial River Investments
Virginia
$299K -$31.4K -469 -9%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$281K
VA
22
VestGen Advisors
Illinois
$270K +$283K +4,234 New
CA
23
CoreCap Advisors
Michigan
$242K +$11.5K +172 +5%
AL
24
Aspiriant LLC
California
$240K -$24.6K -368 -9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$223K -$8.36K -125 -3%

QLC Hedge Fund Activity: Q1 2025 in Review

42 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Large Cap Index Fund (QLC) for Q1 2025, worth a combined $338M — up 9.6% from $308M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of QLC and 6 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Northern Trust, adding an estimated $35.8M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.75M sold.

  • 42 institutional investors held FlexShares US Quality Large Cap Index Fund (QLC) as of Q1 2025, down from 47 in Q4 2024.
  • Funds reported $338M of FlexShares US Quality Large Cap Index Fund stock for Q1 2025, up 9.6% quarter-over-quarter.
  • 6 funds opened new FlexShares US Quality Large Cap Index Fund positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest FlexShares US Quality Large Cap Index Fund buyer in Q1 2025 was Northern Trust, an estimated $35.8M added.
  • The largest FlexShares US Quality Large Cap Index Fund seller in Q1 2025 was Two Sigma Investments, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2025.