FlexShares STOXX US ESG Select Index Fund
ESG
10 hedge funds and large institutions have $17.5M invested in FlexShares STOXX US ESG Select Index Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 5 → 10 (+5)
56% more capital invested
Capital invested by funds: $11.2M → $17.5M (+$6.28M)
3.11% more ownership
Funds ownership: 76.53% → 79.64% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.09M |
| 2 |
Jane Street
New York
|
+$1.2M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$980K |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
+$305K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30.4K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $14.8M | +$4.09M | +63,357 | +37% |
|
|
2
Jane Street
New York
| $1.16M | +$1.2M | +18,539 | New |
|
|
3
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $952K | +$980K | +15,184 | New |
|
|
WDL
4
Well Done LLC
Holland,
Michigan
| $296K | +$305K | +4,724 | New |
|
|
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $110K | – | – | – |
|
|
RFWA
6
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $79K | +$11.6K | +180 | +17% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | +$30.4K | +471 | New |
|
|
LFG
8
LifePlan Financial Group
Dayton,
Ohio
| $16K | +$17K | +263 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $11K | – | – | – |
|
|
LYV
10
Live Your Vision
West Conshohocken,
Pennsylvania
| $1K | – | – | – |
|
ESG Hedge Fund Activity: Q1 2018 in Review
10 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2018, worth a combined $17.5M — up 56% from $11.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESG positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.09M.
- 10 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2018, up from 5 in Q4 2017.
- Funds reported $17.5M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2018, up 56% quarter-over-quarter.
- 5 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2018 and 0 closed out, a net change of +5 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2018 was Northern Trust, an estimated $4.09M added.
Based on aggregated 13F filings for Q1 2018.