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FlexShares STOXX US ESG Select Index Fund

46 hedge funds and large institutions have $45.8M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.47% less ownership

Funds ownership: 46.2%38.73% (-7.5%)

10% less funds holding

Funds holding: 5146 (-5)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less capital invested

Capital invested by funds: $68.8M → $45.8M (-$22.9M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
10
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWM
1
Financial Network Wealth Management
Utah
$9.05M -$1.89M -13,520 -17%
LPL Financial
2
LPL Financial
California
$5.75M +$71.3K +509 +1%
IFA
3
Interactive Financial Advisors
Illinois
$4.73M -$88.9K -635 -2%
FUBT
4
First United Bank & Trust
Maryland
$3.98M -$726K -5,185 -15%
Morgan Stanley
5
Morgan Stanley
New York
$2.94M +$63.7K +455 +2%
Northern Trust
6
Northern Trust
Illinois
$2.66M -$15.9M -113,887 -85%
RW
7
RVW Wealth
California
$2.18M -$72.7K -519 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.96M -$68K -486 -3%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.27M -$100K -715 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$880K -$11.5K -82 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$879K +$25.1K +179 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$807K +$185K +1,320 +28%
SIA
13
SGL Investment Advisors
Montana
$773K +$35.8K +256 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$739K -$232K -1,656 -23%
WDL
15
Well Done LLC
Michigan
$672K +$2.38K +17 +0.3%
Bank of America
16
Bank of America
North Carolina
$636K -$2.24K -16 -0.3%
PA
17
Parallel Advisors
California
$601K
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$537K
Osaic Holdings
19
Osaic Holdings
Arizona
$441K +$418K +2,985 +1,005%
RCS
20
Retirement Capital Strategies
California
$409K +$426K +3,045 New
BMD
21
Better Money Decisions
New Mexico
$408K +$840 +6 +0.2%
MGWA
22
Monument Group Wealth Advisors
Massachusetts
$319K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$311K -$4.48K -32 -1%
Goldman Sachs
24
Goldman Sachs
New York
$288K
NC
25
NovaPoint Capital
Georgia
$279K

ESG Hedge Fund Activity: Q1 2025 in Review

46 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2025, worth a combined $45.8M — down 33% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ESG and 2 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 10 added.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $426K. The largest seller was Northern Trust, cutting an estimated $15.9M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2025, down from 51 in Q4 2024.
  • Funds reported $45.8M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2025, down 33% quarter-over-quarter.
  • 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2025 and 7 closed out, a net change of -5 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2025 was Retirement Capital Strategies, an estimated $426K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2025 was Northern Trust, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2025.