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FlexShares STOXX US ESG Select Index Fund
ESG

51 hedge funds and large institutions have $47.7M invested in FlexShares STOXX US ESG Select Index Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $44.4M → $47.7M (+$3.29M)

4.21% more ownership

Funds ownership: 36.18% → 40.38% (+4.2%)

2% less funds holding

Funds holding: 52 → 51 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$1.67M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08M
4
HI
Horizon Investments
North Carolina
+$895K
5
GVAG
Great Valley Advisor Group
Delaware
+$633K

Top Sellers

Rank Fund Capital Flow
1
FUBT
First United Bank & Trust
Maryland
-$1.14M
2
Morgan Stanley
Morgan Stanley
New York
-$783K
3
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$633K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$322K
5
VAF
Values Added Financial
District of Columbia
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$498K +$474 +3 +0.1%
EWA
27
EP Wealth Advisors
California
$464K -$158 -1 -0%
IAA
28
Independent Advisor Alliance
North Carolina
$458K +$478K +3,020 New
MGWA
29
Monument Group Wealth Advisors
Massachusetts
$361K – – –
SCA
30
Stonebridge Capital Advisors
Minnesota
$346K +$360K +2,278 New
DAS
31
Dynamic Advisor Solutions
Arizona
$343K +$49.5K +313 +16%
Goldman Sachs
32
Goldman Sachs
New York
$325K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$278K +$234K +1,478 +415%
HighTower Advisors
34
HighTower Advisors
Illinois
$273K – – –
MIA
35
Milestone Investment Advisors
Wisconsin
$268K -$3.16K -20 -1%
ASN
36
Advisory Services Network
Georgia
$264K +$275K +1,737 New
EFMC
37
Empire Financial Management Company
New York
$230K – – –
CT
38
Caldwell Trust
Florida
$59.9K – – –
WETS
39
Wealth Enhancement Trust Services
South Dakota
$59.5K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$56.9K -$1.58K -10 -3%
FFA
41
Farther Finance Advisors
California
$44.8K – – –
CFO
42
CVA Family Office
Colorado
$34.1K – – –
TF
43
Tompkins Financial
New York
$32.9K +$34.3K +217 New
SAM
44
Smartleaf Asset Management
Massachusetts
$27.6K +$29.4K +186 New
VAI
45
Vanguard Advisers Inc
Pennsylvania
$25.9K +$27K +171 New
AWM
46
AE Wealth Management
Kansas
$17.4K – – –
IA
47
IFP Advisors
Florida
$15.2K +$15.8K +100 New
SFS
48
Sunrise Financial Services
Washington
$13.8K -$24K -152 -63%
JP Morgan Chase
49
JP Morgan Chase
New York
$10.7K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$3.23K – – –
1
2
3

ESG Hedge Fund Activity: Q1 2026 in Review

51 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2026, worth a combined $47.7M — up 7.4% from $44.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESG positions and 8 closed out — a net gain of 1 holder — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $1.67M. The largest seller was First United Bank & Trust, cutting an estimated $1.14M.

  • 51 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2026, down from 52 in Q4 2025.
  • Funds reported $47.7M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2026, up 7.4% quarter-over-quarter.
  • 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2026 and 8 closed out, a net change of +1 holder.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2026 was Northern Trust, an estimated $1.67M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2026 was First United Bank & Trust, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2026.