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FlexShares US Quality Low Volatility Index Fund

38 hedge funds and large institutions have $84.4M invested in FlexShares US Quality Low Volatility Index Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more funds holding

Funds holding: 3338 (+5)

0.6% more ownership

Funds ownership: 57.96%58.56% (+0.6%)

1% less capital invested

Capital invested by funds: $85.5M → $84.4M (-$1.08M)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$28.5M +$5.8M +80,542 +26%
Bank of America
2
Bank of America
North Carolina
$14.9M -$12.5M -173,014 -45%
LPL Financial
3
LPL Financial
California
$10.7M -$337K -4,683 -3%
Morgan Stanley
4
Morgan Stanley
New York
$4.41M -$194K -2,691 -4%
UBG
5
United Bank (Georgia)
Georgia
$3.07M -$176K -2,451 -5%
CWWM
6
Curry Webb Wealth Management
Indiana
$3.05M +$3.05M +42,392 New
PFSC
7
Peoples Financial Services Corp
Pennsylvania
$2.46M
Two Sigma Investments
8
Two Sigma Investments
New York
$1.48M +$1.48M +20,500 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.43M +$734K +10,193 +106%
PAG
10
Private Advisor Group
New Jersey
$1.28M +$217K +3,016 +21%
CAG
11
Crestwood Advisors Group
Massachusetts
$1.27M -$22.6K -314 -2%
RF
12
Rossby Financial
Florida
$1.16M +$1.16M +16,108 New
EH
13
Equitable Holdings
New York
$962K +$331K +4,592 +52%
BWA
14
Beam Wealth Advisors
Louisiana
$916K -$51K -709 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$875K -$17K -236 -2%
CAS
16
Coppell Advisory Solutions
Texas
$865K -$92.8K -1,289 -10%
HA
17
Herold Advisors
New York
$850K -$33.8K -469 -4%
OMC
18
Old Mission Capital
Illinois
$700K -$256K -3,559 -27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$603K +$1.94K +27 +0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$601K -$53.1K -738 -8%
CRI
21
Colonial River Investments
Virginia
$581K -$88.1K -1,224 -13%
AWM
22
Axxcess Wealth Management
California
$581K -$78.2K -1,087 -12%
AQR Capital Management
23
AQR Capital Management
Connecticut
$378K -$23.2K -323 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$374K -$22K -305 -6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$371K +$15.4K +214 +4%

QLV Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q4 2025, worth a combined $84.4M — down 1.3% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QLV positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Northern Trust, adding an estimated $5.8M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 38 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $84.4M of FlexShares US Quality Low Volatility Index Fund stock for Q4 2025, down 1.3% quarter-over-quarter.
  • 7 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest FlexShares US Quality Low Volatility Index Fund buyer in Q4 2025 was Northern Trust, an estimated $5.8M added.
  • The largest FlexShares US Quality Low Volatility Index Fund seller in Q4 2025 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2025.