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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

50 hedge funds and large institutions have $68.7M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
6
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Synergy Asset Management
Washington
$2.39M
2
FTUS
Flow Traders U.S.
New York
$487K
3
IAA
Independent Advisor Alliance
North Carolina
$357K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$323K
5
BFG
Berger Financial Group
Minnesota
$205K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$18.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$876K
4
Citadel Advisors
Citadel Advisors
Florida
$646K
5
FUBT
First United Bank & Trust
Maryland
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$18.4M -$14.6M -105,765 -44%
FNWM
2
Financial Network Wealth Management
Utah
$11.1M -$140K -1,018 -1%
LPL Financial
3
LPL Financial
California
$5.83M -$116K -840 -2%
IFA
4
Interactive Financial Advisors
Illinois
$4.94M -$79.8K -579 -2%
FUBT
5
First United Bank & Trust
Maryland
$4.8M -$455K -3,301 -9%
Morgan Stanley
6
Morgan Stanley
New York
$2.96M +$689 +5 +0%
SAM
7
Synergy Asset Management
Washington
$2.39M +$2.18M +15,879 +1,021%
RW
8
RVW Wealth
California
$2.31M -$21.2K -154 -0.9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.08M -$807K -5,854 -28%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$1.4M -$5.65K -41 -0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$986K +$68.7K +499 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$914K -$7.03K -51 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$876K -$792K -5,748 -47%
SIA
14
SGL Investment Advisors
Montana
$787K -$24.8K -172 -3%
WDL
15
Well Done LLC
Michigan
$660K – – –
Bank of America
16
Bank of America
North Carolina
$655K -$21.2K -154 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$646K -$472K -3,424 -42%
PA
18
Parallel Advisors
California
$617K – – –
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$551K +$68.9K +500 +14%
FTUS
20
Flow Traders U.S.
New York
$487K +$487K +3,538 New
BMD
21
Better Money Decisions
New Mexico
$417K +$1.52K +11 +0.4%
IAA
22
Independent Advisor Alliance
North Carolina
$357K +$357K +2,590 New
CNC
23
Citizens & Northern Corp
Pennsylvania
$345K -$2.48K -18 -0.7%
MGWA
24
Monument Group Wealth Advisors
Massachusetts
$328K – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$323K -$1.1K -8 -0.3%
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