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FlexShares US Quality Low Volatility Index Fund

30 hedge funds and large institutions have $69.6M invested in FlexShares US Quality Low Volatility Index Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$21.5M +$4.72M +71,557 +28%
Bank of America
2
Bank of America
North Carolina
$18.5M -$352K -5,347 -2%
LPL Financial
3
LPL Financial
California
$9.59M +$2.44M +36,957 +34%
Morgan Stanley
4
Morgan Stanley
New York
$3.99M +$476K +7,227 +14%
UBG
5
United Bank (Georgia)
Georgia
$3.07M +$153K +2,314 +5%
CAG
6
Crestwood Advisors Group
Massachusetts
$1.34M -$322K -4,890 -19%
BWA
7
Beam Wealth Advisors
Louisiana
$1.01M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1M +$599K +9,083 +149%
Two Sigma Investments
9
Two Sigma Investments
New York
$956K +$65.9K +1,000 +7%
HA
10
Herold Advisors
New York
$944K
MML Investors Services
11
MML Investors Services
Massachusetts
$884K -$213K -3,237 -19%
CAS
12
Coppell Advisory Solutions
Texas
$753K +$753K +11,652 New
PAG
13
Private Advisor Group
New Jersey
$744K -$725 -11 -0.1%
Goldman Sachs
14
Goldman Sachs
New York
$694K +$694K +10,535 New
CRI
15
Colonial River Investments
Virginia
$675K -$1.21M -18,425 -64%
AWM
16
Axxcess Wealth Management
California
$620K -$1.22M -18,487 -66%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$547K +$4.94K +75 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$502K -$215K -3,258 -30%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$400K -$1.53M -23,238 -79%
EH
20
Equitable Holdings
New York
$341K +$341K +5,173 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$322K -$102K -1,540 -24%
UBS Group
22
UBS Group
Switzerland
$284K +$280K +4,246 +6,740%
SB
23
Strategic Blueprint
Georgia
$270K -$3.3K -50 -1%
BAM
24
Bellevue Asset Management
Washington
$237K -$396 -6 -0.2%
WS
25
Wedbush Securities
California
$233K