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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

34 hedge funds and large institutions have $135M invested in FlexShares STOXX US ESG Select Index Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-7
Holders Change %
-17.07%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
11
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$3.78M
2
RCS
Retirement Capital Strategies
California
+$1.1M
3
IFA
Interactive Financial Advisors
Illinois
+$991K
4
LPL Financial
LPL Financial
California
+$394K
5
FNWM
Financial Network Wealth Management
Utah
+$293K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$706K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$632K
4
SPC
Sigma Planning Corp
Michigan
-$404K
5
UBS Group
UBS Group
Switzerland
-$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
26
HC Financial Advisors
California
$182K – – –
Citigroup
27
Citigroup
New York
$73K – – –
AIP
28
Ameritas Investment Partners
Nebraska
$58K -$73.9K -675 -56%
Wells Fargo
29
Wells Fargo
California
$35K – – –
EIP
30
Ellis Investment Partners
Pennsylvania
$29K – – –
CFO
31
CVA Family Office
Colorado
$25K – – –
IA
32
IFP Advisors
Florida
$24K +$24K +375 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
RIM
34
Rockbridge Investment Management
New York
$1.54K – – –
CP
35
Castleview Partners
Texas
– -$451 -52,389 Closed
SPC
36
Sigma Planning Corp
Michigan
– -$404K -3,473 Closed
UBS Group
37
UBS Group
Switzerland
– -$153K -1,316 Closed
SFPG
38
Stonebridge Financial Planning Group
Florida
– -$16K -151 Closed
FFG
39
Ford Financial Group
California
– -$7 -62 Closed
AHIA
40
Andrew Hill Investment Advisors
Florida
– -$5K -46 Closed
MTWM
41
Masso Torrence Wealth Management
New Jersey
– -$2K -17 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -5 Closed
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