FlexShares STOXX US ESG Select Index Fund
ESG
42 hedge funds and large institutions have $137M invested in FlexShares STOXX US ESG Select Index Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $121M → $137M (+$16.8M)
5% more funds holding
Funds holding: 40 → 42 (+2)
3.93% more ownership
Funds ownership: 67.5% → 71.43% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.16M |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$661K |
| 5 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.07M |
| 2 |
JP Morgan Chase
New York
|
-$1.01M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$942K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$878K |
| 5 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$218K |
ESG Hedge Fund Activity: Q4 2021 in Review
42 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2021, worth a combined $137M — up 14% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ESG positions and 7 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4.33M. The largest seller was Royal Bank of Canada, cutting an estimated $2.07M.
- 42 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2021, up from 40 in Q3 2021.
- Funds reported $137M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2021, up 14% quarter-over-quarter.
- 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2021 and 7 closed out, a net change of +2 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2021 was Jane Street, an estimated $4.33M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2021 was Royal Bank of Canada, an estimated $2.07M sold.
Based on aggregated 13F filings for Q4 2021.