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FlexShares STOXX US ESG Select Index Fund
ESG

4 hedge funds and large institutions have $7.41M invested in FlexShares STOXX US ESG Select Index Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $6.54M → $7.41M (+$879K)

30.62% less ownership

Funds ownership: 117.56% → 86.94% (-31%)

33% less funds holding

Funds holding: 6 → 4 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$1.14M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$61K
3
CFA
Carroll Financial Associates
North Carolina
+$14.7K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$481K
2
UBS Group
UBS Group
Switzerland
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$7.25M +$1.14M +20,273 +19%
CFA
2
Carroll Financial Associates
North Carolina
$100K +$14.7K +260 +17%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$61.4K +$61K +1,080 New
IA
4
IFP Advisors
Florida
$6K – – –
Citigroup
5
Citigroup
New York
– -$481K -8,700 Closed
UBS Group
6
UBS Group
Switzerland
– -$3K -59 Closed

ESG Hedge Fund Activity: Q2 2017 in Review

4 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2017, worth a combined $7.41M — up 13% from $6.54M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ESG and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.

The largest buyer was Northern Trust, adding an estimated $1.14M. The largest seller was Citigroup, exiting entirely with an estimated $481K sold.

  • 4 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2017, down from 6 in Q1 2017.
  • Funds reported $7.41M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2017, up 13% quarter-over-quarter.
  • 1 fund opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2017 and 3 closed out, a net change of -2 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2017 was Northern Trust, an estimated $1.14M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2017 was Citigroup, an estimated $481K sold.

Based on aggregated 13F filings for Q2 2017.