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FlexShares STOXX US ESG Select Index Fund

38 hedge funds and large institutions have $138M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
10
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$96.3M -$677K -5,838 -0.7%
FNWM
2
Financial Network Wealth Management
Utah
$10.2M -$60.8K -524 -0.6%
FUBT
3
First United Bank & Trust
Maryland
$4.96M +$273K +2,357 +6%
FA
4
Forefront Analytics
Pennsylvania
$4.64M +$4.64M +39,972 New
LPL Financial
5
LPL Financial
California
$4.4M -$498K -4,295 -10%
Morgan Stanley
6
Morgan Stanley
New York
$2.68M +$1.76M +15,142 +190%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.18M +$207K +1,787 +10%
RW
8
RVW Wealth
California
$1.97M +$3.13K +27 +0.2%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.38M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.33M -$1.2M -10,326 -47%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$969K +$3.83K +33 +0.4%
Bank of America
12
Bank of America
North Carolina
$726K -$179K -1,545 -20%
Goldman Sachs
13
Goldman Sachs
New York
$644K
WDL
14
Well Done LLC
Michigan
$561K +$1.97K +17 +0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$532K -$7.31K -63 -1%
PA
16
Parallel Advisors
California
$519K
CAL
17
Capital Analysts LLC
Pennsylvania
$429K +$7.54K +65 +2%
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$406K +$116K +1,000 +40%
HighTower Advisors
19
HighTower Advisors
Illinois
$380K +$347 +3 +0.1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$361K +$16.9K +146 +5%
AWM
21
AE Wealth Management
Kansas
$326K -$12.6K -107 -4%
IFA
22
Interactive Financial Advisors
Illinois
$303K -$6.71M -33,435 -96%
MGWA
23
Monument Group Wealth Advisors
Massachusetts
$276K +$276K +2,378 New
CNC
24
Citizens & Northern Corp
Pennsylvania
$256K +$256K +2,206 New
NC
25
NovaPoint Capital
Georgia
$241K