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FlexShares STOXX US ESG Select Index Fund

48 hedge funds and large institutions have $46.8M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.03M
FNWM
2
Financial Network Wealth Management
Utah
$5.29M
FUBT
3
First United Bank & Trust
Maryland
$4.22M
Morgan Stanley
4
Morgan Stanley
New York
$3.07M
IFA
5
Interactive Financial Advisors
Illinois
$2.9M
Citadel Advisors
6
Citadel Advisors
Florida
$2.79M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.79M
RW
8
RVW Wealth
California
$2.47M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.12M
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$1.39M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.05M
SIA
12
SGL Investment Advisors
Montana
$943K
GCG
13
Gilbert Capital Group
Maine
$899K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$825K
WDL
15
Well Done LLC
Michigan
$796K
Bank of America
16
Bank of America
North Carolina
$729K
PA
17
Parallel Advisors
California
$690K
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$617K
FFS
19
Founders Financial Securities
Maryland
$552K
HI
20
Horizon Investments
North Carolina
$552K
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$526K
Osaic Holdings
22
Osaic Holdings
Arizona
$504K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$439K
MGWA
24
Monument Group Wealth Advisors
Massachusetts
$367K
Goldman Sachs
25
Goldman Sachs
New York
$330K