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FlexShares STOXX US ESG Select Index Fund

41 hedge funds and large institutions have $149M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
6
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$105M -$354K -2,795 -0.3%
FNWM
2
Financial Network Wealth Management
Utah
$10.3M -$647K -5,221 -6%
FUBT
3
First United Bank & Trust
Maryland
$5.18M -$223K -1,760 -4%
LPL Financial
4
LPL Financial
California
$4.87M +$72.7K +574 +2%
IFA
5
Interactive Financial Advisors
Illinois
$4.64M +$4.45M +35,119 +2,329%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.73M +$344K +2,718 +14%
Morgan Stanley
7
Morgan Stanley
New York
$2.28M -$649K -5,124 -22%
RW
8
RVW Wealth
California
$2.14M -$15.2K -120 -0.7%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.57M +$59.6K +471 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$1.08M +$1.08M +8,526 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.06M -$386K -3,046 -27%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$826K -$231K -1,826 -22%
Bank of America
13
Bank of America
North Carolina
$777K -$15.3K -121 -2%
Goldman Sachs
14
Goldman Sachs
New York
$703K
WDL
15
Well Done LLC
Michigan
$611K -$633 -5 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$601K +$20.5K +162 +4%
PA
17
Parallel Advisors
California
$567K
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$443K
BMD
19
Better Money Decisions
New Mexico
$380K +$380K +3,000 New
MGWA
20
Monument Group Wealth Advisors
Massachusetts
$301K
CNC
21
Citizens & Northern Corp
Pennsylvania
$294K +$14.4K +114 +5%
NC
22
NovaPoint Capital
Georgia
$262K
AAS
23
Avantax Advisory Services
Texas
$259K +$259K +2,046 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$255K -$139K -1,098 -35%
EFMC
25
Empire Financial Management Company
New York
$250K