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FlexShares STOXX US ESG Select Index Fund

50 hedge funds and large institutions have $39M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

9% more funds holding

Funds holding: 4650 (+4)

6.51% less ownership

Funds ownership: 38.73%32.22% (-6.5%)

15% less capital invested

Capital invested by funds: $45.8M → $39M (-$6.78M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.25M -$31K -227 -0.5%
IFA
2
Interactive Financial Advisors
Illinois
$5.18M +$8.47K +62 +0.2%
FUBT
3
First United Bank & Trust
Maryland
$4.18M -$158K -1,159 -4%
Morgan Stanley
4
Morgan Stanley
New York
$2.91M -$286K -2,096 -10%
RW
5
RVW Wealth
California
$2.38M -$7.11K -52 -0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.62M +$612K +4,476 +68%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.57M -$531K -3,885 -27%
Northern Trust
8
Northern Trust
Illinois
$1.5M -$1.31M -9,582 -48%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.36M -$25.3K -185 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1M +$37.3K +273 +4%
GCG
11
Gilbert Capital Group
Maine
$878K +$817K +5,978 New
SIA
12
SGL Investment Advisors
Montana
$855K +$15.2K +111 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$820K +$11.6K +85 +2%
WDL
14
Well Done LLC
Michigan
$758K +$39.6K +290 +6%
Bank of America
15
Bank of America
North Carolina
$704K +$8.2K +60 +1%
PA
16
Parallel Advisors
California
$657K
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$587K
Citadel Advisors
18
Citadel Advisors
Florida
$567K -$293K -2,147 -36%
Osaic Holdings
19
Osaic Holdings
Arizona
$486K +$4.1K +30 +0.9%
BMD
20
Better Money Decisions
New Mexico
$447K +$1.09K +8 +0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$399K +$55.3K +405 +17%
MGWA
22
Monument Group Wealth Advisors
Massachusetts
$349K
Goldman Sachs
23
Goldman Sachs
New York
$314K
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$300K +$276K +2,021 New
AAS
25
Avantax Advisory Services
Texas
$296K

ESG Hedge Fund Activity: Q2 2025 in Review

50 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2025, worth a combined $39M — down 15% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ESG positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $612K. The largest seller was Northern Trust, cutting an estimated $1.31M.

  • 50 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $39M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2025, down 15% quarter-over-quarter.
  • 8 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2025 and 3 closed out, a net change of +5 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2025 was Royal Bank of Canada, an estimated $612K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2025 was Northern Trust, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2025.