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FlexShares STOXX US ESG Select Index Fund

36 hedge funds and large institutions have $120M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
6
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$85.8M +$1.34M +13,450 +2%
FNWM
2
Financial Network Wealth Management
Utah
$8.08M -$30.6K -308 -0.4%
LPL Financial
3
LPL Financial
California
$4.19M -$24.2K -244 -0.6%
FUBT
4
First United Bank & Trust
Maryland
$4.04M -$809K -8,144 -17%
IFA
5
Interactive Financial Advisors
Illinois
$4.02M -$120K -1,209 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.49M +$1.6M +16,098 +180%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.11M +$494K +4,975 +31%
RW
8
RVW Wealth
California
$1.48M +$8.64K +87 +0.6%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.46M -$169K -1,705 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$1.03M +$463K +4,662 +82%
Bank of America
11
Bank of America
North Carolina
$723K -$2.47M -24,908 -77%
Goldman Sachs
12
Goldman Sachs
New York
$551K
WDL
13
Well Done LLC
Michigan
$475K +$1.19K +12 +0.3%
PA
14
Parallel Advisors
California
$425K
Osaic Holdings
15
Osaic Holdings
Arizona
$405K -$41.4K -416 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$401K +$401K +4,041 New
CAL
17
Capital Analysts LLC
Pennsylvania
$371K -$474K -4,768 -56%
HighTower Advisors
18
HighTower Advisors
Illinois
$365K -$9.15K -92 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$350K -$99 -1 -0%
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$248K +$248K +2,500 New
CNC
21
Citizens & Northern Corp
Pennsylvania
$229K
Morgan Stanley
22
Morgan Stanley
New York
$227K -$430K -4,331 -65%
EFMC
23
Empire Financial Management Company
New York
$214K +$214K +2,158 New
MIA
24
Milestone Investment Advisors
Wisconsin
$212K -$26.5K -267 -11%
NC
25
NovaPoint Capital
Georgia
$206K +$206K +2,073 New