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FlexShares US Quality Low Volatility Index Fund

33 hedge funds and large institutions have $82.6M invested in FlexShares US Quality Low Volatility Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.7M +$7.56M +110,994 +40%
Northern Trust
2
Northern Trust
Illinois
$22.1M -$112K -1,650 -0.5%
LPL Financial
3
LPL Financial
California
$10.3M +$433K +6,360 +4%
Morgan Stanley
4
Morgan Stanley
New York
$4.12M -$3.27K -48 -0.1%
UBG
5
United Bank (Georgia)
Georgia
$3.16M -$10.6K -155 -0.3%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$2.26M +$2.26M +33,185 New
CAG
7
Crestwood Advisors Group
Massachusetts
$1.24M -$146K -2,151 -11%
EH
8
Equitable Holdings
New York
$1.04M +$684K +10,037 +194%
BWA
9
Beam Wealth Advisors
Louisiana
$1.02M -$18.5K -271 -2%
HA
10
Herold Advisors
New York
$975K +$68 +1 +0%
PAG
11
Private Advisor Group
New Jersey
$963K +$194K +2,856 +25%
MML Investors Services
12
MML Investors Services
Massachusetts
$877K -$35.9K -527 -4%
Two Sigma Investments
13
Two Sigma Investments
New York
$872K -$116K -1,700 -12%
CAS
14
Coppell Advisory Solutions
Texas
$858K +$70.1K +1,037 +9%
Goldman Sachs
15
Goldman Sachs
New York
$712K -$4.97K -73 -0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$709K +$213K +3,258 +43%
CRI
17
Colonial River Investments
Virginia
$691K -$12.5K -182 -2%
AWM
18
Axxcess Wealth Management
California
$685K +$44.1K +648 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$567K +$1.57K +23 +0.3%
Citadel Advisors
20
Citadel Advisors
Florida
$450K +$450K +6,614 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$394K +$394K +5,785 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$387K -$26.2K -384 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$342K +$342K +5,027 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$329K -$2.86K -42 -0.9%
BAM
25
Bellevue Asset Management
Washington
$246K +$1.84K +27 +0.8%