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FlexShares STOXX US ESG Select Index Fund
ESG

46 hedge funds and large institutions have $45.8M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.47% less ownership

Funds ownership: 46.2% → 38.73% (-7.5%)

10% less funds holding

Funds holding: 51 → 46 (-5)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

33% less capital invested

Capital invested by funds: $68.8M → $45.8M (-$22.9M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
10
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$426K
2
Osaic Holdings
Osaic Holdings
Arizona
+$418K
3
Citadel Advisors
Citadel Advisors
Florida
+$185K
4
LPL Financial
LPL Financial
California
+$71.3K
5
Morgan Stanley
Morgan Stanley
New York
+$63.7K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$15.9M
2
SAM
Synergy Asset Management
Washington
-$2.39M
3
FNWM
Financial Network Wealth Management
Utah
-$1.89M
4
FUBT
First United Bank & Trust
Maryland
-$726K
5
IAA
Independent Advisor Alliance
North Carolina
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$271K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$254K – – –
Raymond James Financial
28
Raymond James Financial
Florida
$248K -$24.5K -175 -9%
HighTower Advisors
29
HighTower Advisors
Illinois
$242K – – –
MIA
30
Milestone Investment Advisors
Wisconsin
$240K – – –
FTUS
31
Flow Traders U.S.
New York
$230K -$255K -1,824 -52%
EFMC
32
Empire Financial Management Company
New York
$226K -$32.3K -231 -12%
HI
33
Harbour Investments
Wisconsin
$151K -$16.1K -115 -9%
FHA
34
First Horizon Advisors
Tennessee
$145K +$4.2K +30 +3%
AIP
35
Ameritas Investment Partners
Nebraska
$65.8K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$61.7K +$46.5K +332 +259%
CT
37
Caldwell Trust
Florida
$53.1K – – –
CWM
38
Crowley Wealth Management
Delaware
$33.6K – – –
CFO
39
CVA Family Office
Colorado
$30.2K – – –
Comerica Bank
40
Comerica Bank
Texas
$17.6K – – –
AWM
41
AE Wealth Management
Kansas
$15.4K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$9.81K -$11.3K -81 -53%
PBK
43
Peoples Bank (Kansas)
Kansas
$8.06K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$2.86K – – –
PS
45
Principal Securities
Iowa
$276 – – –
Wells Fargo
46
Wells Fargo
California
$108 +$140 +1 New
SAM
47
Synergy Asset Management
Washington
– -$2.39M -17,435 Closed
IAA
48
Independent Advisor Alliance
North Carolina
– -$357K -2,590 Closed
CNC
49
Citizens & Northern Corp
Pennsylvania
– -$345K -2,502 Closed
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
– -$323K -2,347 Closed
1
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ESG Hedge Fund Activity: Q1 2025 in Review

46 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2025, worth a combined $45.8M — down 33% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ESG and 2 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $426K. The largest seller was Northern Trust, cutting an estimated $15.9M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2025, down from 51 in Q4 2024.
  • Funds reported $45.8M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2025, down 33% quarter-over-quarter.
  • 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2025 and 7 closed out, a net change of -5 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2025 was Retirement Capital Strategies, an estimated $426K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2025 was Northern Trust, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2025.