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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

37 hedge funds and large institutions have $132M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% 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
5
Increased
13
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.91M
2
FNWM
2
Financial Network Wealth Management
Utah
$9.96M
3
Morgan Stanley
3
Morgan Stanley
New York
$801K
4
Mariner
4
Mariner
Kansas
$539K
5
BFA
5
Buttonwood Financial Advisors
Maryland
$290K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$90.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$236K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.11M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.29M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$90.6M -$2.72M -25,160 -3%
FNWM
2
Financial Network Wealth Management
Utah
$9.96M +$893K +8,016 +10%
LPL Financial
3
LPL Financial
California
$4.72M +$158K +1,458 +3%
FUBT
4
First United Bank & Trust
Maryland
$4.4M +$10.2K +94 +0.2%
IFA
5
Interactive Financial Advisors
Illinois
$4.25M -$126K -1,168 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.91M +$1.2M +11,090 +44%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.16M -$129K -1,196 -6%
RW
8
RVW Wealth
California
$1.82M +$208K +1,921 +13%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.29M -$299K -2,770 -19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.11M -$639K -5,911 -36%
Morgan Stanley
11
Morgan Stanley
New York
$801K +$553K +5,117 +223%
Bank of America
12
Bank of America
North Carolina
$800K +$13.2K +122 +2%
Goldman Sachs
13
Goldman Sachs
New York
$600K – – –
Mariner
14
Mariner
Kansas
$539K +$539K +4,987 New
WDL
15
Well Done LLC
Michigan
$519K +$1.73K +16 +0.3%
PA
16
Parallel Advisors
California
$484K +$21.1K +195 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$480K +$43.5K +403 +10%
Osaic Holdings
18
Osaic Holdings
Arizona
$436K +$963 +9 +0.2%
CAL
19
Capital Analysts LLC
Pennsylvania
$401K -$2.38K -22 -0.6%
HighTower Advisors
20
HighTower Advisors
Illinois
$397K – – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$381K +$432 +4 +0.1%
BFA
22
Buttonwood Financial Advisors
Maryland
$290K +$290K +2,687 New
Citadel Advisors
23
Citadel Advisors
Florida
$236K -$883K -8,167 -79%
EFMC
24
Empire Financial Management Company
New York
$232K -$1.62K -15 -0.7%
FTUS
25
Flow Traders U.S.
New York
$225K +$225K +2,079 New
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