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FlexShares STOXX US ESG Select Index Fund

39 hedge funds and large institutions have $126M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
7
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$88.1M -$234K -2,222 -0.3%
FNWM
2
Financial Network Wealth Management
Utah
$9.36M -$67.3K -638 -0.7%
LPL Financial
3
LPL Financial
California
$4.45M -$158K -1,499 -3%
FUBT
4
First United Bank & Trust
Maryland
$4.25M -$41.1K -390 -1%
IFA
5
Interactive Financial Advisors
Illinois
$3.68M -$461K -4,374 -11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.29M -$1.51M -14,377 -40%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.8M -$313K -2,969 -15%
RW
8
RVW Wealth
California
$1.79M +$15.3K +145 +0.9%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.26M -$5.37K -51 -0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$876K -$208K -1,974 -19%
Morgan Stanley
11
Morgan Stanley
New York
$841K +$60.8K +577 +8%
Bank of America
12
Bank of America
North Carolina
$822K +$41.9K +398 +5%
Citadel Advisors
13
Citadel Advisors
Florida
$733K +$503K +4,769 +218%
Goldman Sachs
14
Goldman Sachs
New York
$585K
WDL
15
Well Done LLC
Michigan
$508K +$1.37K +13 +0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$490K +$21.7K +206 +5%
PA
17
Parallel Advisors
California
$472K
CAL
18
Capital Analysts LLC
Pennsylvania
$383K -$8.22K -78 -2%
HighTower Advisors
19
HighTower Advisors
Illinois
$346K -$41.3K -391 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$313K -$58.7K -557 -16%
AWM
21
AE Wealth Management
Kansas
$302K +$302K +2,866 New
BFA
22
Buttonwood Financial Advisors
Maryland
$282K -$1.48K -14 -0.5%
CAGAS
23
Capital Advisory Group Advisory Services
Minnesota
$263K +$263K +2,500 New
TIAA Trust, National Association
24
TIAA Trust, National Association
North Carolina
$234K +$234K +2,224 New
EFMC
25
Empire Financial Management Company
New York
$226K