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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

39 hedge funds and large institutions have $118M invested in FlexShares STOXX US ESG Select Index Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$78.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.93M
3
Goldman Sachs
3
Goldman Sachs
New York
$583K
4
PA
4
Parallel Advisors
California
$450K
5
Jane Street
5
Jane Street
New York
$249K

Top Sellers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$3.95M
2
RCS
2
Retirement Capital Strategies
California
$882K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.69M
4
FUBT
4
First United Bank & Trust
Maryland
$4.74M
5
FNWM
5
Financial Network Wealth Management
Utah
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$158K – – –
UBS Group
27
UBS Group
Switzerland
$155K +$155K +1,475 New
AIP
28
Ameritas Investment Partners
Nebraska
$147K +$1.57K +15 +1%
Citigroup
29
Citigroup
New York
$73K – – –
Wells Fargo
30
Wells Fargo
California
$34K -$17.2K -163 -34%
EIP
31
Ellis Investment Partners
Pennsylvania
$27K – – –
CFO
32
CVA Family Office
Colorado
$24K – – –
SFPG
33
Stonebridge Financial Planning Group
Florida
$16K +$16K +150 New
LWM
34
Liberty Wealth Management
California
$12K +$12K +116 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
ASN
36
Advisory Services Network
Georgia
$4K +$4K +36 New
WWM
37
Wagner Wealth Management
South Carolina
$2K -$43.5K -435 -96%
Morgan Stanley
38
Morgan Stanley
New York
$2K +$2K +20 New
RIM
39
Rockbridge Investment Management
New York
$1K +$1K +14 New
AIC
40
Ameritas Investment Company
Nebraska
– -$58.4K -600 Closed
WAP
41
Wealthcare Advisory Partners
Pennsylvania
– -$12K -120 Closed
CPFP
42
Clear Perspectives Financial Planning
Ohio
– -$10K -100 Closed
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