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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

41 hedge funds and large institutions have $137M invested in FlexShares STOXX US ESG Select Index Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
12
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$4.47M
2
LPL Financial
LPL Financial
California
$3.58M
3
Northern Trust
Northern Trust
Illinois
$90M
4
IFA
Interactive Financial Advisors
Illinois
$3.03M
5
FUBT
First United Bank & Trust
Maryland
$6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.19M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.81M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FNWM
Financial Network Wealth Management
Utah
$8.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$176K – – –
UBS Group
27
UBS Group
Switzerland
$153K +$153K +1,316 New
AIP
28
Ameritas Investment Partners
Nebraska
$139K -$9.23K -80 -6%
Citigroup
29
Citigroup
New York
$77K – – –
Wells Fargo
30
Wells Fargo
California
$37K -$115 -1 -0.3%
EIP
31
Ellis Investment Partners
Pennsylvania
$30K – – –
CFO
32
CVA Family Office
Colorado
$26K – – –
SFPG
33
Stonebridge Financial Planning Group
Florida
$16K – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
Morgan Stanley
35
Morgan Stanley
New York
$5K +$2.87K +27 +135%
AHIA
36
Andrew Hill Investment Advisors
Florida
$5K +$5K +46 New
RIM
37
Rockbridge Investment Management
New York
$2K – – –
MTWM
38
Masso Torrence Wealth Management
New Jersey
$2K +$2K +17 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +5 New
CP
40
Castleview Partners
Texas
$451 +$451 +52,389 New
FFG
41
Ford Financial Group
California
$7 +$7 +62 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
– -$1.01M -9,551 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$878K -8,323 Closed
FTUS
44
Flow Traders U.S.
New York
– -$212K -2,012 Closed
HA
45
Herold Advisors
New York
– -$31K -300 Closed
LWM
46
Liberty Wealth Management
California
– -$12K -116 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– -$11K -100 Closed
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