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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

27 hedge funds and large institutions have $42.3M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
8
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.6M
2
FUBT
First United Bank & Trust
Maryland
+$660K
3
Jane Street
Jane Street
New York
+$187K
4
HFA
HC Financial Advisors
California
+$106K
5
Bank of America
Bank of America
North Carolina
+$78K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$512K
2
Northern Trust
Northern Trust
Illinois
-$456K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$289K
4
RFWA
RPg Family Wealth Advisory
Massachusetts
-$124K
5
UBS Group
UBS Group
Switzerland
-$1.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$33.1M -$456K -7,362 -1%
Citadel Advisors
2
Citadel Advisors
Florida
$2.6M +$2.6M +41,955 New
CAN
3
Cetera Advisor Networks
California
$2.44M +$72.6K +1,172 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$817K +$53.9K +871 +7%
FUBT
5
First United Bank & Trust
Maryland
$660K +$660K +11,200 New
Jane Street
6
Jane Street
New York
$408K +$187K +3,024 +85%
LPL Financial
7
LPL Financial
California
$314K +$30.3K +489 +11%
WDL
8
Well Done LLC
Michigan
$293K – – –
HighTower Advisors
9
HighTower Advisors
Illinois
$259K – – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$253K +$558 +9 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$243K +$243K +3,792 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$241K -$512K -8,279 -68%
Bank of America
13
Bank of America
North Carolina
$171K +$78K +1,258 +84%
CFA
14
Carroll Financial Associates
North Carolina
$109K – – –
HFA
15
HC Financial Advisors
California
$106K +$106K +1,705 New
AIP
16
Ameritas Investment Partners
Nebraska
$83K +$11.5K +185 +16%
CAL
17
Capital Analysts LLC
Pennsylvania
$55K +$55K +884 New
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$19K +$19K +300 New
IA
19
IFP Advisors
Florida
$18K +$62 +1 +0.3%
LFG
20
LifePlan Financial Group
Ohio
$16K – – –
EIP
21
Ellis Investment Partners
Pennsylvania
$15K +$15K +265 New
CFO
22
CVA Family Office
Colorado
$14K +$14K +225 New
IFA
23
Interactive Financial Advisors
Illinois
$13K +$13K +214 New
UBS Group
24
UBS Group
Switzerland
$6K -$1.3K -20 -18%
AIC
25
Ameritas Investment Company
Nebraska
$6K +$6K +100 New
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