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FlexShares STOXX US ESG Select Index Fund (ESG) Institutional Ownership

FlexShares STOXX US ESG Select Index Fund logo
$183.60 +2.40 (+1.32%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares STOXX US ESG Select Index Fund (BATS:ESG)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$23.35M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.31M
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Skip Chart & View Institutional Buying and Selling Data

ESG Institutional Buying and Selling by Quarter

FlexShares STOXX US ESG Select Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Private Advisor Group LLC2,605$468K0.0%N/A0.347%
11/10/2026 HighTower Advisors LLC1,810$325K0.0%N/A0.241%
11/9/2026 SGL Investment Advisors Inc.6,670$1.18M0.4%-2.3%0.889%
11/5/2026 Jacobi Capital Management LLC150$27K0.0%N/A0.018%
11/2/2026 Commonwealth Equity Services LLC5,575$1.00M0.0%N/A0.676%
10/31/2026 Clear Point Advisors Inc.35,339$6.35M4.4%N/A4.284%
10/28/2026 Founders Financial Securities LLC6,108$1.10M0.1%N/A0.740%
10/22/2026 NovaPoint Capital LLC1,995$358K0.1%-3.8%0.242%
10/9/2026 Go Invest LLC616$111K0.0%N/A0.075%
10/6/2026 RVW Wealth LLC15,885$2.85M0.2%-1.1%1.925%
10/5/2026 Tompkins Financial Corp217$39K0.0%N/A0.026%
9/9/2026Integrated Wealth Concepts LLC1,208$212K0.0%N/A0.146%
9/2/2026Citadel Advisors LLC2,782$489K0.0%-79.2%0.337%
6/10/2026 Curry Webb Wealth Management LLC4,457$676K0.3%N/A0.540%
5/19/2026Bank of America Corp DE4,757$722K0.0%-4.3%0.577%
5/18/2026Royal Bank of Canada13,608$2.07M0.0%+101.3%1.649%
5/13/2026Cetera Investment Advisers3,551$539K0.0%+4.6%0.430%
4/29/2026Interactive Financial Advisors Inc.3,337$506K0.3%-6.1%0.404%
4/21/2026 First United Bank & Trust18,930$2.87M0.9%-27.6%2.295%
4/20/2026 Gilbert Capital Group Inc.4,476$679K0.5%-21.5%0.543%
4/16/2026 Founders Financial Securities LLC6,135$972K0.1%-2.0%0.744%
2/18/2026EP Wealth Advisors LLC3,061$484K0.0%N/A0.371%
2/17/2026Royal Bank of Canada6,760$1.07M0.0%-50.9%0.819%
2/13/2026 Kestra Advisory Services LLC300$47K0.0%N/A0.036%
2/12/2026Empire Financial Management Company LLC1,514$240K0.1%-4.8%0.184%
2/12/2026 Commonwealth Equity Services LLC5,970$945K0.0%-12.6%0.724%
2/12/2026Olde Wealth Management LLC33,293$5.27M1.6%-1.3%4.036%
2/11/2026 LPL Financial LLC50,987$8.07M0.0%+11.9%6.180%
2/10/2026 Founders Financial Securities LLC6,261$991K0.1%+74.8%0.759%
2/9/2026 Harbour Investments Inc.762$121K0.0%-9.6%0.092%
2/9/2026Interactive Financial Advisors Inc.3,554$562K0.4%-81.1%0.431%
2/6/2026 SGL Investment Advisors Inc.6,189$983K0.4%+2.9%0.750%
2/2/2026Horizon Investments LLC6,898$1.09M0.0%+92.6%0.836%
1/23/2026 Farther Finance Advisors LLC293$46K0.0%+46.5%0.036%
1/23/2026 Gilbert Capital Group Inc.5,699$902K0.7%-2.2%0.691%
1/21/2026 First United Bank & Trust26,150$4.14M1.3%-4.5%3.170%
1/16/2026 Values Added Financial LLC1,270$201K0.1%N/A0.154%
1/9/2026 Dynamic Advisor Solutions LLC1,945$308K0.0%+13.8%0.236%
12/2/2025 Gilbert Capital Group Inc.5,828$899K0.7%-2.5%0.706%
11/17/2025Susquehanna International Group LLP18,067$2.79M0.0%+69.0%2.190%
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11/17/2025Citadel Advisors LLC18,078$2.79M0.0%+368.3%2.191%
11/17/2025Bank of America Corp DE4,724$729K0.0%-1.5%0.573%
11/14/2025Horizon Investments LLC3,582$552K0.0%N/A0.434%
11/14/2025Two Sigma Investments LP1,800$278K0.0%N/A0.218%
11/14/2025Olde Wealth Management LLC33,725$5.29M1.6%N/A4.088%
11/10/2025Ameritas Investment Partners Inc.385$59K0.0%-21.4%0.047%
11/5/2025Envestnet Asset Management Inc.2,844$439K0.0%+4.6%0.345%
11/4/2025 SGL Investment Advisors Inc.6,013$943K0.4%+3.3%0.729%
10/29/2025Interactive Financial Advisors Inc.18,811$2.90M1.6%-46.7%2.280%
10/27/2025 Roof Eidam Maycock Peralta LLC9,033$1.39M0.3%-2.2%1.095%
10/27/2025 First United Bank & Trust27,385$4.22M1.4%-3.8%3.319%
10/21/2025 Global Retirement Partners LLC950$147K0.0%N/A0.115%
10/21/2025 RVW Wealth LLC16,047$2.48M0.2%-1.0%1.945%
10/17/2025 NovaPoint Capital LLC2,073$320K0.1%N/A0.251%
10/15/2025 Founders Financial Securities LLC3,582$552K0.0%N/A0.434%
10/9/2025 Dynamic Advisor Solutions LLC1,709$264K0.0%+5.1%0.207%
9/30/2025 Gilbert Capital Group Inc.5,978$878K0.7%N/A0.725%
9/22/2025 Caldwell Trust Co395$58K0.0%N/A0.048%
8/13/2025Flow Traders U.S. LLC1,457$214K0.0%-15.0%0.177%
8/1/2025Envestnet Asset Management Inc.2,720$399K0.0%+17.5%0.330%
7/30/2025 Citizens & Northern Corp1,456$214K0.1%N/A0.176%
7/29/2025 Roof Eidam Maycock Peralta LLC9,234$1.36M0.3%-2.0%1.119%
7/23/2025 SGL Investment Advisors Inc.5,820$855K0.4%+1.9%0.705%
7/18/2025 First United Bank & Trust28,476$4.18M1.5%-3.9%3.452%
7/15/2025 Well Done LLC5,165$758K0.1%+5.9%0.626%
7/11/2025 Farther Finance Advisors LLC200$29K0.0%N/A0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC2,021$300K0.0%N/A0.245%
5/15/2025Royal Bank of Canada6,538$879K0.0%+2.8%0.769%
5/9/2025Roof Eidam Maycock Peralta LLC9,419$1.27M0.3%-7.1%1.108%
5/9/2025SGL Investment Advisors Inc.5,709$773K0.4%+4.7%0.672%
5/8/2025Harbour Investments Inc.1,125$151K0.0%-9.3%0.132%
5/8/2025RVW Wealth LLC16,263$2.19M0.2%-3.1%1.913%
5/7/2025LPL Financial LLC42,802$5.75M0.0%+1.2%5.036%
4/29/2025Interactive Financial Advisors Inc.35,232$4.73M2.5%-1.8%4.145%
4/29/2025Olde Wealth Management LLC67,373$9.05M3.2%-16.7%7.926%
4/22/2025Cambridge Investment Research Advisors Inc.5,503$739K0.0%-23.1%0.629%
4/15/2025First United Bank & Trust29,635$3.98M1.5%-14.9%3.387%
3/17/2025Wealth Enhancement Advisory Services LLC2,347$323K0.0%N/A0.254%
2/17/2025SGL Investment Advisors Inc.5,453$787K0.4%-3.1%0.341%
2/17/2025Citadel Advisors LLC4,687$646K0.0%-42.2%0.293%
2/17/2025Bank of America Corp DE4,752$655K0.0%-3.1%0.297%
2/14/2025Northern Trust Corp133,667$18.42M0.0%-44.2%8.354%
2/14/2025Berger Financial Group Inc1,486$205K0.0%N/A0.093%
2/14/2025Susquehanna International Group LLP15,061$2.08M0.0%-28.0%0.941%
2/13/2025Raymond James Financial Inc.2,021$278K0.0%N/A0.126%
2/11/2025Crowley Wealth Management Inc.250$34K0.0%N/A0.016%
2/11/2025LPL Financial LLC42,293$5.83M0.0%-1.9%2.643%
2/11/2025Financial Network Wealth Management LLC80,893$11.15M4.0%-1.2%5.056%
2/7/2025Independent Advisor Alliance2,590$357K0.0%N/A0.162%
2/6/2025Raymond James Financial Inc.2,021$278K0.0%N/A0.126%
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2/6/2025Interactive Financial Advisors Inc.35,867$4.94M2.6%-1.6%2.242%
2/3/2025First Horizon Advisors Inc.1,052$145K0.0%-10.6%0.066%
2/3/2025Capital Advisory Group Advisory Services LLC4,000$551K0.2%+14.3%0.250%
1/23/2025RVW Wealth LLC16,782$2.31M0.2%-0.9%1.049%
1/23/2025Synergy Asset Management LLC17,435$2.39M0.2%+1,020.5%1.090%
1/16/2025First United Bank & Trust34,820$4.80M1.7%-8.7%2.176%
11/15/2024SGL Investment Advisors Inc.5,625$781K0.4%N/A0.352%
10/21/2024Roof Eidam Maycock Peralta LLC10,175$1.38M0.4%-17.8%0.636%
10/15/2024First United Bank & Trust38,121$5.18M1.9%-5.7%2.383%
10/8/2024Dynamic Advisor Solutions LLC1,511$205K0.0%N/A0.094%


ESG Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of FlexShares STOXX US ESG Select Index Fund. The most heavily invested institutionals were Northern Trust Corp ($18.42M), Financial Network Wealth Management LLC ($11.15M), LPL Financial LLC ($8.07M), Clear Point Advisors Inc. ($6.35M), Olde Wealth Management LLC ($5.27M), First United Bank & Trust ($2.87M), and RVW Wealth LLC ($2.85M).Learn more on FlexShares STOXX US ESG Select Index Fund's institutional investors.

Of the 38 institutional investors that purchased FlexShares STOXX US ESG Select Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clear Point Advisors Inc. ($35.34K), Olde Wealth Management LLC ($33.73K), Synergy Asset Management LLC ($15.88K), Citadel Advisors LLC ($14.22K), Founders Financial Securities LLC ($12.37K), Susquehanna International Group LLP ($7.38K), and Royal Bank of Canada ($7.03K).

Institutional investors have bought a total of 142,346 shares in the last 24 months. This purchase volume represents approximately $23.35M in transactions.

Of the 14 institutional investors that sold FlexShares STOXX US ESG Select Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Interactive Financial Advisors Inc. ($15.47K), Citadel Advisors LLC ($10.62K), First United Bank & Trust ($8.46K), Royal Bank of Canada ($7.02K), Gilbert Capital Group Inc. ($1.50K), Commonwealth Equity Services LLC ($858.00), and Olde Wealth Management LLC ($432.00).

Institutional investors have sold a total of 45,335 shares in the last 24 months. This volume of shares sold represents approximately $7.31M in transactions.


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Institutional ownership data for BATS:ESG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.
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