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FlexShares STOXX US ESG Select Index Fund
ESG

33 hedge funds and large institutions have $85.7M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $62M → $85.7M (+$23.7M)

22% more funds holding

Funds holding: 27 → 33 (+6)

2.94% more ownership

Funds ownership: 70.54% → 73.49% (+2.9%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
15
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$3.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.09M
5
Citadel Advisors
Citadel Advisors
Florida
+$804K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$59.8M +$3.28M +38,023 +6%
FNWM
2
Financial Network Wealth Management
Utah
$6.38M +$6.02M +69,756 New
FUBT
3
First United Bank & Trust
Maryland
$3.99M +$431 +5 +0%
Bank of America
4
Bank of America
North Carolina
$2.24M +$97.8K +1,134 +5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.02M +$331K +3,838 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.97M +$1.32M +15,295 +245%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.46M +$1.1M +12,777 +405%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.16M +$1.09M +12,651 New
RW
9
RVW Wealth
California
$1M +$492K +5,708 +67%
LPL Financial
10
LPL Financial
California
$865K +$162K +1,879 +25%
Citadel Advisors
11
Citadel Advisors
Florida
$853K +$804K +9,325 New
Osaic Holdings
12
Osaic Holdings
Arizona
$696K +$319K +3,695 +94%
REMPR
13
Roof Eidam Maycock Peralta (REMP)
California
$489K – – –
WDL
14
Well Done LLC
Michigan
$432K – – –
HighTower Advisors
15
HighTower Advisors
Illinois
$383K +$173 +2 +0%
IFA
16
Interactive Financial Advisors
Illinois
$380K +$307K +3,563 +605%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$307K +$17K +197 +6%
CT
18
Caldwell Trust
Florida
$261K +$7.33K +85 +3%
NC
19
NovaPoint Capital
Georgia
$252K – – –
CAL
20
Capital Analysts LLC
Pennsylvania
$163K +$56.4K +654 +58%
HFA
21
HC Financial Advisors
California
$156K – – –
CFA
22
Carroll Financial Associates
North Carolina
$138K – – –
AIP
23
Ameritas Investment Partners
Nebraska
$126K +$1.38K +16 +1%
FCH
24
Freestone Capital Holdings
Washington
$67.9K – – –
EIP
25
Ellis Investment Partners
Pennsylvania
$24K – – –
1
2

ESG Hedge Fund Activity: Q4 2020 in Review

33 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2020, worth a combined $85.7M — up 38% from $62M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESG positions and 0 closed out — a net gain of 7 holders — while 15 added to existing stakes and 0 trimmed.

The largest buyer was Northern Trust, adding an estimated $3.28M.

  • 33 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $85.7M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2020, up 38% quarter-over-quarter.
  • 7 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2020 and 0 closed out, a net change of +7 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2020 was Northern Trust, an estimated $3.28M added.

Based on aggregated 13F filings for Q4 2020.