Who Owns FlexShares STOXX US ESG Select Index Fund (ESG)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$8.000526841353e+98T
% of Float Held
—
QoQ Change in Holders
+15 / -3
Price History
ESG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| FIRST UNITED BANK & TRUST | New Position | +26K | +$4.1M |
| RVW Wealth, LLC | New Position | +16K | +$2.5M |
| Roof Eidam Maycock Peralta, LLC | New Position | +9K | +$1.4M |
| FOUNDERS FINANCIAL SECURITIES LLC | New Position | +6K | +$990K |
| SGL Investment Advisors, Inc. | New Position | +6K | +$982K |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | New Position | +4K | +$632K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | New Position | +4K | +$562K |
| Monument Group Wealth Advisors, LLC | New Position | +2K | +$376K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +2K | +$321K |
| Values Added Financial LLC | New Position | +1K | +$200K |
| Wealth Enhancement Trust Services, Inc. | New Position | +392 | +$62K |
| Sunrise Financial Services, LLC | New Position | +243 | +$38K |
| CVA Family Office, LLC | New Position | +225 | +$35K |
| AE Wealth Management LLC | New Position | +115 | +$18K |
| UBS Group AG | New Position | +50 | +$7K |
ESG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Caldwell Trust Co | Decreased | -46K | -$4.4B |
| MORGAN STANLEY | Decreased | -757 | -$3.1B |
| CITADEL ADVISORS LLC | Decreased | -15K | -$2.8B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -172 | -$2.8B |
| ROYAL BANK OF CANADA | Decreased | -7K | -$2.1B |
| Gilbert Capital Group, Inc. | Decreased | -129 | -$897.9M |
| Cetera Investment Advisers | Decreased | -16 | -$526.0M |
| TWO SIGMA INVESTMENTS, LP | Closed Position | -2K | -$277.6M |
| Empire Financial Management Company, LLC | Decreased | -76 | -$245.0M |
| HARBOUR INVESTMENTS, INC. | Decreased | -81 | -$129.9M |
| Arax Advisory Partners | Closed Position | -1K | -$66.3M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -2 | -$308K |
| Olde Wealth Management, LLC | Decreased | -432 | -$19K |
Top Institutional Holders(Q4 2025)
ESG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 51 | $34.7M | +21 |
| Q3 2025 | 30 | $28.4B | -12 |
| Q2 2025 | 42 | $31.5B | -3 |
| Q1 2025 | 45 | $34.9B | +2 |
| Q4 2024 | 43 | $5.4T | +12 |
| Q3 2024 | 31 | $52.0T | -1 |
| Q2 2024 | 32 | $69.8T | +3 |
| Q1 2024 | 29 | $117.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold ESG (FlexShares STOXX US ESG Select Index Fund). The largest holder is LPL Financial LLC with $8.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own ESG?
As of Q4 2025, 50 institutional investors report holding ESG (FlexShares STOXX US ESG Select Index Fund) in their 13F filings.
Who is the largest institutional holder of ESG?
The largest institutional holder of ESG is LPL Financial LLC with $8.0M in shares.
Is institutional ownership of ESG increasing or decreasing?
This quarter, 15 institutions opened new positions in ESG and 3 closed their positions.