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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

45 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
Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.61%
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

1
RCS
Retirement Capital Strategies
California
+$409K
2
Osaic Holdings
Osaic Holdings
Arizona
+$401K
3
Citadel Advisors
Citadel Advisors
Florida
+$177K
4
LPL Financial
LPL Financial
California
+$68.4K
5
Morgan Stanley
Morgan Stanley
New York
+$61.1K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$15.3M
2
SAM
Synergy Asset Management
Washington
-$2.39M
3
FNWM
Financial Network Wealth Management
Utah
-$1.82M
4
FUBT
First United Bank & Trust
Maryland
-$697K
5
IAA
Independent Advisor Alliance
North Carolina
-$357K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$271K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$254K – – –
Raymond James Financial
28
Raymond James Financial
Florida
$248K -$23.5K -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 -$245K -1,824 -52%
EFMC
32
Empire Financial Management Company
New York
$226K -$31K -231 -12%
HI
33
Harbour Investments
Wisconsin
$151K -$15.5K -115 -9%
FHA
34
First Horizon Advisors
Tennessee
$145K +$4.03K +30 +3%
AIP
35
Ameritas Investment Partners
Nebraska
$65.8K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$61.7K +$44.6K +332 +259%
CWM
37
Crowley Wealth Management
Delaware
$33.6K – – –
CFO
38
CVA Family Office
Colorado
$30.2K – – –
Comerica Bank
39
Comerica Bank
Texas
$17.6K – – –
AWM
40
AE Wealth Management
Kansas
$15.5K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$9.81K -$10.9K -81 -53%
PBK
42
Peoples Bank (Kansas)
Kansas
$8.06K – – –
DFA
43
DHJJ Financial Advisors
Illinois
$2.86K – – –
PS
44
Principal Securities
Iowa
$276 – – –
Wells Fargo
45
Wells Fargo
California
$108 +$108 +1 New
SAM
46
Synergy Asset Management
Washington
– -$2.39M -17,435 Closed
IAA
47
Independent Advisor Alliance
North Carolina
– -$357K -2,590 Closed
CNC
48
Citizens & Northern Corp
Pennsylvania
– -$345K -2,502 Closed
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
– -$323K -2,347 Closed
DAS
50
Dynamic Advisor Solutions
Arizona
– -$208K -1,511 Closed
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