Who Owns FlexShares STOXX US ESG Select Index Fund (ESG)?Hedge Fund & Institutional Holders

$154.35-0.39 (-0.25%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.13500025390002e+157T

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$119.19$130.03$140.88$151.72$162.57Sep 24Jun 25Mar 26

ESG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FIRST UNITED BANK & TRUSTNew Position+26K+$4.1B
RVW Wealth, LLCNew Position+16K+$2.5B
SGL Investment Advisors, Inc.New Position+6K+$982.0M
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+4K+$632.0M
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+4K+$562.0M
Horizon Investments, LLCIncreased+3K+$538.6M
Monument Group Wealth Advisors, LLCNew Position+2K+$376.0M
Values Added Financial LLCNew Position+1K+$200.0M
Farther Finance Advisors, LLCIncreased+93+$15.2M
UBS Group AGNew Position+50+$7.0M
DHJJ Financial Advisors, Ltd.New Position+21+$3.0M
Spire Wealth ManagementNew Position+19+$3.0M
Roof Eidam Maycock Peralta, LLCNew Position+9K+$1.4M
FOUNDERS FINANCIAL SECURITIES LLCNew Position+6K+$990K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2K+$321K

ESG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Caldwell Trust CoDecreased-46K-$4.3B
CITADEL ADVISORS LLCDecreased-15K-$2.8B
ROYAL BANK OF CANADADecreased-7K-$1.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-172-$786.3M
Cetera Investment AdvisersDecreased-16-$526.0M
TWO SIGMA INVESTMENTS, LPClosed Position-2K-$277.6M
HARBOUR INVESTMENTS, INC.Decreased-81-$129.9M
Arax Advisory PartnersClosed Position-1K-$66.3M
Empire Financial Management Company, LLCDecreased-76-$6.2M
MORGAN STANLEYDecreased-757-$73K
Olde Wealth Management, LLCDecreased-432-$19K
PRINCIPAL SECURITIES, INC.Closed Position-2-$0
Gilbert Capital Group, Inc.Decreased-129-$-2.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FIRST UNITED BANK & TRUST26,130$4.1B1.32%Share
2RVW Wealth, LLC16,049$2.5B0.19%Share
3SUSQUEHANNA INTERNATIONAL GROUP, LLP17,895$2.0B0.00%Share
4Horizon Investments, LLC6,898$1.1B0.01%Share
5ROYAL BANK OF CANADA6,610$1.0B0.00%Share
6SGL Investment Advisors, Inc.6,189$982.0M0.39%Share
7Gilbert Capital Group, Inc.5,699$901.0M0.68%Share
8CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC4,000$632.0M0.19%Share
9INTERACTIVE FINANCIAL ADVISORS, INC.3,554$562.0M0.36%Share
10Monument Group Wealth Advisors, LLC2,378$376.0M0.20%Share
11Milestone Investment Advisors LLC1,783$282.0M0.07%Share
12Empire Financial Management Company, LLC1,514$239.0M0.05%Share
13Values Added Financial LLC1,270$200.0M0.08%Share
14Caldwell Trust Co395$62.0M0.01%Share
15Farther Finance Advisors, LLC293$46.0M0.00%Share
16COMERICA BANK131$20.0M0.00%Share
17LPL Financial LLC50,987$8.0M0.00%Share
18UBS Group AG50$7.0M0.00%Share
19Olde Wealth Management, LLC33,293$5.3M1.62%Share
20DHJJ Financial Advisors, Ltd.21$3.0M0.00%Share
21MORGAN STANLEY19,171$3.0M0.00%Share
22FIRST UNITED BANK & TRUST20$3.0M0.00%Share
23Spire Wealth Management19$3.0M0.00%Share
24Roof Eidam Maycock Peralta, LLC9,034$1.4M0.32%Share
25FOUNDERS FINANCIAL SECURITIES LLC6,261$990K0.06%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,005$321K0.00%Share
27Dynamic Advisor Solutions LLC1,945$307K0.01%Share
28HARBOUR INVESTMENTS, INC.762$121K0.00%Share
29Wealth Enhancement Trust Services, Inc.392$62K0.01%Share
30Sunrise Financial Services, LLC243$38K0.03%Share
31CVA Family Office, LLC225$35K0.00%Share
32GOLDMAN SACHS GROUP INC2,140$00.00%Share
33EP Wealth Advisors, LLC3,061$00.00%Share
34Cetera Investment Advisers3,394$00.00%Share
35BESSEMER GROUP INC13$00.00%Share
36HighTower Advisors, LLC1,800$00.00%Share
37CITADEL ADVISORS LLC3,467$00.00%Share
38Parallel Advisors, LLC4,477$00.00%Share
39AE Wealth Management LLC115$00.00%Share
40Kestra Advisory Services, LLC300$00.00%Share
41ENVESTNET ASSET MANAGEMENT INC2,769$00.00%Share
42Global Retirement Partners, LLC950$00.00%Share
43Cambridge Investment Research Advisors, Inc.6,051$00.00%Share
44MORGAN STANLEY1$00.00%Share
45Well Done, LLC5,164$00.00%Share
46OSAIC HOLDINGS, INC.3,044$00.00%Share
47OSAIC HOLDINGS, INC.232$00.00%Share
48WELLS FARGO & COMPANY/MN1$00.00%Share
49ROYAL BANK OF CANADA150$00.00%Share
50COMMONWEALTH EQUITY SERVICES, LLC5,970$00.00%Share

ESG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$15.1B+21
Q3 202530$24.5B-12
Q2 202542$30.4B-3
Q1 202545$33.7B+2
Q4 202443$251.3B+12
Q3 202431$6.6T-1
Q2 202432$532.9B+3
Q1 202429$391.0T—

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As of Q4 2025, 50 institutional investors hold ESG (FlexShares STOXX US ESG Select Index Fund). The largest holder is FIRST UNITED BANK & TRUST with $4.1B in shares. This quarter, 13 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 FIRST UNITED BANK & TRUST with $4.1B in shares.

Is institutional ownership of ESG increasing or decreasing?

This quarter, 13 institutions opened new positions in ESG and 3 closed their positions.