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FlexShares STOXX US ESG Select Index Fund
ESG

6 hedge funds and large institutions have $9.65M invested in FlexShares STOXX US ESG Select Index Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 4 → 6 (+2)

30% more capital invested

Capital invested by funds: $7.41M → $9.65M (+$2.24M)

15.78% less ownership

Funds ownership: 86.94% → 71.16% (-16%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$1.94M
2
Bank of America
Bank of America
North Carolina
+$5.87K
3
TRCT
Tower Research Capital (TRC)
New York
+$5.87K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$9.47M +$1.94M +33,056 +26%
CFA
2
Carroll Financial Associates
North Carolina
$105K – – –
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$63.7K – – –
IA
4
IFP Advisors
Florida
$6K – – –
Bank of America
5
Bank of America
North Carolina
$6K +$5.87K +100 New
TRCT
6
Tower Research Capital (TRC)
New York
$6K +$5.87K +100 New

ESG Hedge Fund Activity: Q3 2017 in Review

6 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2017, worth a combined $9.65M — up 30% from $7.41M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESG positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Northern Trust, adding an estimated $1.94M.

  • 6 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2017, up from 4 in Q2 2017.
  • Funds reported $9.65M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2017, up 30% quarter-over-quarter.
  • 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2017 and 0 closed out, a net change of +2 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2017 was Northern Trust, an estimated $1.94M added.

Based on aggregated 13F filings for Q3 2017.