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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

41 hedge funds and large institutions have $149M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
6
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
Interactive Financial Advisors
Illinois
$4.64M
2
Citadel Advisors
Citadel Advisors
Florida
$1.08M
3
BMD
Better Money Decisions
New Mexico
$380K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.73M
5
AAS
Avantax Advisory Services
Texas
$259K

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.28M
3
FNWM
Financial Network Wealth Management
Utah
$10.3M
4
CAL
Capital Analysts LLC
Pennsylvania
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$239K -$2.53K -20 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$228K -$188K -1,481 -45%
MIA
28
Milestone Investment Advisors
Wisconsin
$226K -$12.7K -100 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$215K +$215K +1,699 New
Mariner
30
Mariner
Kansas
$202K +$202K +1,594 New
FHA
31
First Horizon Advisors
Tennessee
$153K – – –
AIP
32
Ameritas Investment Partners
Nebraska
$62K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$43K -$80K -631 -65%
CFO
34
CVA Family Office
Colorado
$28.5K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$19.5K – – –
Comerica Bank
36
Comerica Bank
Texas
$9.49K +$9.49K +75 New
VF
37
VitalStone Financial
Texas
$9K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$8.13K +$8.13K +64 New
PBK
39
Peoples Bank (Kansas)
Kansas
$7.59K +$7.59K +60 New
DFA
40
DHJJ Financial Advisors
Illinois
$2.67K – – –
Wells Fargo
41
Wells Fargo
California
$80 +$80 +1 New
FA
42
Forefront Analytics
Pennsylvania
– -$4.64M -39,972 Closed
CAL
43
Capital Analysts LLC
Pennsylvania
– -$429K -3,700 Closed
AWM
44
AE Wealth Management
Kansas
– -$326K -2,759 Closed
SAM
45
Synergy Asset Management
Washington
– -$210K -1,806 Closed
BTI
46
Blue Trust Inc
Georgia
– -$5K -47 Closed
RIM
47
Rockbridge Investment Management
New York
– -$1.63K -14 Closed
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