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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$426K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$418K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$185K |
| 4 |
LPL Financial
San Diego,
California
|
+$71.3K |
| 5 |
Morgan Stanley
New York
|
+$63.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$15.9M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.39M |
| 3 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$1.89M |
| 4 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
-$726K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$357K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAS
51
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$208K | -1,511 | Closed |
|
|
BFG
52
Berger Financial Group
Plymouth,
Minnesota
| – | -$205K | -1,486 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$27.7K | -201 | Closed |
|
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.