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FlexShares STOXX US ESG Select Index Fund
ESG

52 hedge funds and large institutions have $44.4M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 48 → 52 (+4)

0.46% more ownership

Funds ownership: 35.72% → 36.18% (+0.46%)

5% less capital invested

Capital invested by funds: $46.8M → $44.4M (-$2.46M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$846K
2
HI
Horizon Investments
North Carolina
+$517K
3
FFS
Founders Financial Securities
Maryland
+$418K
4
VAF
Values Added Financial
District of Columbia
+$198K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$110K

Top Sellers

Rank Fund Capital Flow
1
IFA
Interactive Financial Advisors
Illinois
-$2.38M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09M
4
NC
NovaPoint Capital
Georgia
-$320K
5
Two Sigma Investments
Two Sigma Investments
New York
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
26
Monument Group Wealth Advisors
Massachusetts
$376K – – –
Goldman Sachs
27
Goldman Sachs
New York
$339K – – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$322K -$2.5K -16 -0.8%
DAS
29
Dynamic Advisor Solutions
Arizona
$308K +$36.8K +236 +14%
Raymond James Financial
30
Raymond James Financial
Florida
$298K +$5.62K +36 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$285K – – –
MIA
32
Milestone Investment Advisors
Wisconsin
$282K – – –
EFMC
33
Empire Financial Management Company
New York
$240K -$11.9K -76 -5%
VAF
34
Values Added Financial
District of Columbia
$201K +$198K +1,270 New
GRP
35
Global Retirement Partners
California
$150K – – –
HI
36
Harbour Investments
Wisconsin
$121K -$12.6K -81 -10%
CT
37
Caldwell Trust
Florida
$62.5K – – –
WETS
38
Wealth Enhancement Trust Services
South Dakota
$62K +$61.2K +392 New
AIP
39
Ameritas Investment Partners
Nebraska
$60.9K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$56.3K – – –
KAS
41
Kestra Advisory Services
Texas
$47.5K +$46.8K +300 New
FFA
42
Farther Finance Advisors
California
$46.4K +$14.5K +93 +47%
SFS
43
Sunrise Financial Services
Washington
$38.5K +$37.9K +243 New
CFO
44
CVA Family Office
Colorado
$35.6K – – –
Comerica Bank
45
Comerica Bank
Texas
$20.7K – – –
AWM
46
AE Wealth Management
Kansas
$18.2K – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$11.4K – – –
UBS Group
48
UBS Group
Switzerland
$7.91K +$7.8K +50 New
DFA
49
DHJJ Financial Advisors
Illinois
$3.37K – – –
SWM
50
Spire Wealth Management
Virginia
$3.06K – – –
1
2
3

ESG Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2025, worth a combined $44.4M — down 5.2% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESG positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $846K. The largest seller was Interactive Financial Advisors, cutting an estimated $2.38M.

  • 52 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $44.4M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2025, down 5.2% quarter-over-quarter.
  • 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2025 was LPL Financial, an estimated $846K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2025 was Interactive Financial Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2025.