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FlexShares US Quality Low Volatility Index Fund

24 hedge funds and large institutions have $123M invested in FlexShares US Quality Low Volatility Index Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
9
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$52.6M 984,280 -75,197 -7%
CAG
2
Crestwood Advisors Group
Massachusetts
$27.2M 509,410 +509,410 New
Bank of America
3
Bank of America
North Carolina
$18.3M 341,623 +31,669 +10%
BAM
4
Bellevue Asset Management
Washington
$4.51M 84,357 +1,018 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.17M 59,257 +6,226 +12%
UBG
6
United Bank (Georgia)
Georgia
$2.94M 55,060 -2,852 -5%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.91M 54,435 -6,881 -11%
CRI
8
Colonial River Investments
Virginia
$2.54M 47,628 -11,207 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.56M 29,224 +850 +3%
LPL Financial
10
LPL Financial
California
$1.31M 24,500 -539 -2%
HA
11
Herold Advisors
New York
$976K 18,264 +12,356 +209%
BG
12
Benedetti & Gucer
Georgia
$860K 16,102 +3,850 +31%
Morgan Stanley
13
Morgan Stanley
New York
$803K 15,031 +1,380 +10%
SMC
14
Smith, Moore & Co
Missouri
$801K 14,991 +69 +0.5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$650K 12,168 +54 +0.4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$583K 10,919 -10,818 -50%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$565K 10,580 -334 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$549K 10,272 +10,272 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$366K 6,854 +6,854 New
PA
20
Parallel Advisors
California
$149K 2,786
UB
21
UMB Bank
Missouri
$65.6K 1,227 +1,227 New
IA
22
IFP Advisors
Florida
$53.4K 1,000
DWA
23
Delos Wealth Advisors
Texas
$52.1K 975
PTC
24
Private Trust Company
Ohio
$32.5K 608 -94 -13%
Wells Fargo
25
Wells Fargo
California