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FlexShares STOXX Global ESG Select Index Fund

25 hedge funds and large institutions have $161M invested in FlexShares STOXX Global ESG Select Index Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2025 (+5)

19% more capital invested

Capital invested by funds: $135M → $161M (+$26.1M)

11.33% more ownership

Funds ownership: 106.53%117.86% (+11%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$133M +$811K +5,472 +0.6%
Jane Street
2
Jane Street
New York
$6.38M +$4.61M +31,127 +286%
MD
3
Money Design
Japan
$5.36M +$5.22M +35,233 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.63M +$3.54M +23,896 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.55M -$1.07M -7,198 -30%
LPL Financial
6
LPL Financial
California
$2.52M +$769K +5,188 +46%
Ameriprise
7
Ameriprise
Minnesota
$2.13M +$649K +4,377 +45%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.77M -$265K -1,790 -13%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$895K +$424K +2,860 +94%
UBS Group
10
UBS Group
Switzerland
$574K +$67.2K +453 +14%
WDL
11
Well Done LLC
Michigan
$480K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$303K -$19.1K -129 -6%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$248K
Bank of America
14
Bank of America
North Carolina
$242K +$107K +722 +83%
BWP
15
BSW Wealth Partners
Colorado
$214K +$209K +1,407 New
CAL
16
Capital Analysts LLC
Pennsylvania
$190K +$2.22K +15 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$185K +$54K +364 +43%
SCA
18
Snowden Capital Advisors
New York
$146K +$143K +964 New
Deutsche Bank
19
Deutsche Bank
Germany
$86K -$183K -1,236 -69%
CFD
20
Creative Financial Designs
Indiana
$76K
CWA
21
Carolina Wealth Advisors
South Carolina
$67K +$23.6K +159 +56%
CFGS
22
Concourse Financial Group Securities
Alabama
$65K -$445 -3 -0.7%
AHIA
23
Andrew Hill Investment Advisors
Florida
$7K +$7.41K +50 New
Morgan Stanley
24
Morgan Stanley
New York
$2K

ESGG Hedge Fund Activity: Q4 2021 in Review

25 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q4 2021, worth a combined $161M — up 19% from $135M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ESGG positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Money Design, opening a new position worth an estimated $5.22M. The largest seller was Citadel Advisors, cutting an estimated $1.07M.

  • 25 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q4 2021, up from 20 in Q3 2021.
  • Funds reported $161M of FlexShares STOXX Global ESG Select Index Fund stock for Q4 2021, up 19% quarter-over-quarter.
  • 5 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q4 2021 and 0 closed out, a net change of +5 holders.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q4 2021 was Money Design, an estimated $5.22M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q4 2021 was Citadel Advisors, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2021.