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FlexShares STOXX US ESG Select Index Fund
ESG

Overview Fund Activity

45 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
Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.61%
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
–

Top Buyers

1
RCS
Retirement Capital Strategies
California
+$409K
2
Osaic Holdings
Osaic Holdings
Arizona
+$401K
3
Citadel Advisors
Citadel Advisors
Florida
+$177K
4
LPL Financial
LPL Financial
California
+$68.4K
5
Morgan Stanley
Morgan Stanley
New York
+$61.1K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$15.3M
2
SAM
Synergy Asset Management
Washington
-$2.39M
3
FNWM
Financial Network Wealth Management
Utah
-$1.82M
4
FUBT
First United Bank & Trust
Maryland
-$697K
5
IAA
Independent Advisor Alliance
North Carolina
-$357K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
1
Financial Network Wealth Management
Utah
$9.05M -$1.82M -13,520 -17%
LPL Financial
2
LPL Financial
California
$5.75M +$68.4K +509 +1%
IFA
3
Interactive Financial Advisors
Illinois
$4.73M -$85.3K -635 -2%
FUBT
4
First United Bank & Trust
Maryland
$3.98M -$697K -5,185 -15%
Morgan Stanley
5
Morgan Stanley
New York
$2.94M +$61.1K +455 +2%
Northern Trust
6
Northern Trust
Illinois
$2.66M -$15.3M -113,887 -85%
RW
7
RVW Wealth
California
$2.18M -$69.7K -519 -3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.96M -$65.3K -486 -3%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.27M -$96.1K -715 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$880K -$11K -82 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$879K +$24.1K +179 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$807K +$177K +1,320 +28%
SIA
13
SGL Investment Advisors
Montana
$773K +$34.6K +256 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$739K -$222K -1,656 -23%
WDL
15
Well Done LLC
Michigan
$672K +$2.34K +17 +0.3%
Bank of America
16
Bank of America
North Carolina
$636K -$2.15K -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 +$401K +2,985 +1,005%
RCS
20
Retirement Capital Strategies
California
$409K +$409K +3,045 New
BMD
21
Better Money Decisions
New Mexico
$408K +$806 +6 +0.2%
MGWA
22
Monument Group Wealth Advisors
Massachusetts
$319K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$311K -$4.3K -32 -1%
Goldman Sachs
24
Goldman Sachs
New York
$288K – – –
NC
25
NovaPoint Capital
Georgia
$279K – – –
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