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FlexShares STOXX US ESG Select Index Fund

52 hedge funds and large institutions have $44.4M invested in FlexShares STOXX US ESG Select Index Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 4852 (+4)

0.46% more ownership

Funds ownership: 35.72%36.18% (+0.46%)

5% less capital invested

Capital invested by funds: $46.8M → $44.4M (-$2.46M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.07M +$846K +5,423 +12%
FNWM
2
Financial Network Wealth Management
Utah
$5.27M -$67.4K -432 -1%
FUBT
3
First United Bank & Trust
Maryland
$4.14M -$193K -1,235 -5%
Morgan Stanley
4
Morgan Stanley
New York
$3.03M -$118K -757 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.83M -$26.8K -172 -1%
RW
6
RVW Wealth
California
$2.54M +$312 +2 +0%
REMPR
7
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$156 +1 +0%
HI
8
Horizon Investments
North Carolina
$1.09M +$517K +3,316 +93%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.07M -$1.09M -7,016 -51%
FFS
10
Founders Financial Securities
Maryland
$991K +$418K +2,679 +75%
SIA
11
SGL Investment Advisors
Montana
$983K +$27.5K +176 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$958K +$110K +703 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$945K -$134K -858 -13%
GCG
14
Gilbert Capital Group
Maine
$902K -$20.1K -129 -2%
WDL
15
Well Done LLC
Michigan
$817K
Bank of America
16
Bank of America
North Carolina
$787K +$38.8K +249 +5%
PA
17
Parallel Advisors
California
$708K
CWWM
18
Curry Webb Wealth Management
Indiana
$692K +$682K +4,374 New
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$633K
IFA
20
Interactive Financial Advisors
Illinois
$562K -$2.38M -15,257 -81%
Citadel Advisors
21
Citadel Advisors
Florida
$549K -$2.28M -14,611 -81%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$537K -$2.5K -16 -0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$518K +$780 +5 +0.2%
EWA
24
EP Wealth Advisors
California
$484K +$478K +3,061 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$438K -$11.7K -75 -3%

ESG Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2025, worth a combined $44.4M — down 5.2% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESG positions and 5 closed out — a net gain of 4 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $846K. The largest seller was Interactive Financial Advisors, cutting an estimated $2.38M.

  • 52 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2025, up from 48 in Q3 2025.
  • Funds reported $44.4M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2025, down 5.2% quarter-over-quarter.
  • 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2025 was LPL Financial, an estimated $846K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2025 was Interactive Financial Advisors, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2025.