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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

26 hedge funds and large institutions have $60.2M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$46.5M
2
FUBT
First United Bank & Trust
Maryland
$2.75M
3
Bank of America
Bank of America
North Carolina
$1.74M
4
CAN
Cetera Advisor Networks
California
$3.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.33M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$690K
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$232K
4
IA
IFP Advisors
Florida
$0
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$46.5M +$6.56M +87,662 +16%
CAN
2
Cetera Advisor Networks
California
$3.85M +$902K +12,067 +31%
FUBT
3
First United Bank & Trust
Maryland
$2.75M +$1.91M +25,504 +228%
Bank of America
4
Bank of America
North Carolina
$1.74M +$1.53M +20,483 +742%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.33M +$346K +4,624 +35%
Citadel Advisors
6
Citadel Advisors
Florida
$690K -$2.45M -32,728 -78%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$598K +$307K +4,098 +105%
LPL Financial
8
LPL Financial
California
$464K +$84.2K +1,125 +22%
WDL
9
Well Done LLC
Michigan
$353K – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$313K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$285K +$750 +10 +0.3%
RW
12
RVW Wealth
California
$262K +$262K +3,506 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$236K +$236K +3,153 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$232K -$72.5K -971 -24%
CFA
15
Carroll Financial Associates
North Carolina
$132K – – –
HFA
16
HC Financial Advisors
California
$127K – – –
AIP
17
Ameritas Investment Partners
Nebraska
$102K +$2.31K +31 +2%
UBS Group
18
UBS Group
Switzerland
$76K +$69.1K +927 +1,008%
CAL
19
Capital Analysts LLC
Pennsylvania
$66K +$297 +4 +0.5%
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
LFG
21
LifePlan Financial Group
Ohio
$20K – – –
EIP
22
Ellis Investment Partners
Pennsylvania
$19K – – –
CFO
23
CVA Family Office
Colorado
$17K – – –
IFA
24
Interactive Financial Advisors
Illinois
$16K -$75 -1 -0.5%
Citigroup
25
Citigroup
New York
$2K – – –
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