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FlexShares STOXX US ESG Select Index Fund

38 hedge funds and large institutions have $138M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
10
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFMC
26
Empire Financial Management Company
New York
$229K -$19.6K -169 -8%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$222K
MIA
28
Milestone Investment Advisors
Wisconsin
$218K
SAM
29
Synergy Asset Management
Washington
$210K +$210K +1,806 New
FHA
30
First Horizon Advisors
Tennessee
$141K +$141K +1,212 New
Osaic Holdings
31
Osaic Holdings
Arizona
$113K -$11K -95 -9%
AIP
32
Ameritas Investment Partners
Nebraska
$56.9K
CFO
33
CVA Family Office
Colorado
$26.1K +$26.1K +225 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$17.9K
VF
35
VitalStone Financial
Texas
$8K
BTI
36
Blue Trust Inc
Georgia
$5K
DFA
37
DHJJ Financial Advisors
Illinois
$2.44K -$581 -5 -19%
RIM
38
Rockbridge Investment Management
New York
$1.63K +$1.63K +14 New
Wells Fargo
39
Wells Fargo
California
$33 -$5.64K -54 Closed
Citadel Advisors
40
Citadel Advisors
Florida
-$733K -6,953 Closed
BFA
41
Buttonwood Financial Advisors
Maryland
-$282K -2,673 Closed
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
-$234K -2,224 Closed
SSWM
43
Sheets Smith Wealth Management
North Carolina
-$105K -1,000 Closed
Citigroup
44
Citigroup
New York
-$54.3K -515 Closed
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
-$15.8K -150 Closed
AF
46
Allworth Financial
California
-$4.27K -41 Closed