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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

20 hedge funds and large institutions have $42.8M invested in FlexShares STOXX US ESG Select Index Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$37M
2
CAN
Cetera Advisor Networks
California
$2.49M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$318K
4
AIP
Ameritas Investment Partners
Nebraska
$78K
5
UBS Group
UBS Group
Switzerland
$62K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$267K
2
AWA
Alaska Wealth Advisors
Alaska
$0
3
RCAG
Rehmann Capital Advisory Group
Michigan
$0
4
Bank of America
Bank of America
North Carolina
$86K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$37M +$2.01M +28,339 +6%
CAN
2
Cetera Advisor Networks
California
$2.49M +$153K +2,161 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$849K +$21.8K +307 +3%
WDL
4
Well Done LLC
Michigan
$335K – – –
LPL Financial
5
LPL Financial
California
$325K +$51.5K +726 +19%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$318K +$96.7K +1,365 +44%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$302K +$2.06K +29 +0.7%
HighTower Advisors
8
HighTower Advisors
Illinois
$297K +$1.56K +22 +0.5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$267K -$608K -8,563 -69%
CFA
10
Carroll Financial Associates
North Carolina
$125K – – –
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$114K – – –
Bank of America
12
Bank of America
North Carolina
$86K -$3.9K -55 -4%
AIP
13
Ameritas Investment Partners
Nebraska
$78K +$71.3K +1,005 +1,058%
UBS Group
14
UBS Group
Switzerland
$62K +$62K +868 New
AG
15
Advisor Group
Arizona
$38K +$30.9K +436 +436%
IA
16
IFP Advisors
Florida
$26K +$26K +375 New
LFG
17
LifePlan Financial Group
Ohio
$19K – – –
FAAS
18
First Allied Advisory Services
California
$13K +$13K +190 New
AIC
19
Ameritas Investment Company
Nebraska
$7K +$7K +100 New
Citigroup
20
Citigroup
New York
$2K +$2K +30 New
AWA
21
Alaska Wealth Advisors
Alaska
– -$241K -3,595 Closed
RCAG
22
Rehmann Capital Advisory Group
Michigan
– -$130K -1,865 Closed