Who Owns ESG?
FlexShares STOXX US ESG Select Index Fund — Institutional Ownership & 13F Holdings
$163.93
-0.70 (-0.42%)
Market Cap
$124.9M
Shares Outstanding
714,648
Institutional Holders
45
Total Inst. Value
$39.3M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
8
Closed Positions
6
Increased
10
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Olde Wealth Management, LLC | $9.1M | 67,373 |
| 2 | INTERACTIVE FINANCIAL ADVISORS, INC. | $4.7M | 35,232 |
| 3 | FIRST UNITED BANK & TRUSTNew | $4.0M | 29,635 |
| 4 | MORGAN STANLEY | $2.9M | 21,918 |
| 5 | NORTHERN TRUST CORP | $2.7M | 19,780 |
| 6 | RVW Wealth, LLC | $2.2M | 16,263 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 14,575 |
| 8 | Roof Eidam Maycock Peralta, LLC | $1.3M | 9,419 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $880K | 6,551 |
| 10 | ROYAL BANK OF CANADA | $879K | 6,538 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FIRST UNITED BANK & TRUSTNew | +30K | $4.0M |
| MORGAN STANLEY | +455 | $2.9M |
| ROYAL BANK OF CANADA | +179 | $879K |
| CITADEL ADVISORS LLC | +1K | $807K |
| SGL Investment Advisors, Inc. | +256 | $773K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NORTHERN TRUST CORP | -114K | $2.7M |
| Olde Wealth Management, LLC | -14K | $9.1M |
| FLOW TRADERS U.S. LLC | -2K | $230K |
| Cambridge Investment Research Advisors, Inc. | -2K | $739K |
| Roof Eidam Maycock Peralta, LLC | -715 | $1.3M |
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Frequently Asked Questions
How many institutional investors hold ESG?
As of Q1 2025, 45 institutional investors report holding ESG (FlexShares STOXX US ESG Select Index Fund) in their 13F filings.
Which hedge fund owns the most ESG?
The largest institutional holder of ESG is Olde Wealth Management, LLC with $9.1M in shares.
Are institutions buying or selling ESG?
This quarter, 8 institutions opened new positions in ESG and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.