
FlexShares STOXX US ESG Select Index Fund is an exchange-traded fund on BATS. As of Q3 2025, 47 institutional investors hold shares in this ETF, with total holdings valued at $45.8M. LPL Financial LLC is the largest holder with a position valued at $7.0M.
Overview of institutional ownership in ESG as of Q3 2025
Institutions with the largest positions in ESG as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $7.0M 0.00% of portfolio |
F Financial Network Wealth Management LLC RIA/Wealth | $5.2M 1.90% of portfolio |
F FIRST UNITED BANK TRUST/ Institution | $4.2M 1.37% of portfolio |
MORGAN STANLEY RIA/Wealth | $3.1M 0.00% of portfolio |
I Interactive Financial Advisors RIA/Wealth | $2.9M 1.57% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.8M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.8M 0.00% of portfolio |
RVW Wealth, LLC RIA/Wealth | $2.5M 0.19% of portfolio |
R ROYAL BANK OF CANADA Institution | $2.1M 0.00% of portfolio |
R ROOF EIDAM & MAYCOCK/ADV RIA/Wealth | $1.4M 0.34% of portfolio |
Institutional buying and selling activity for ESG in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.2M +14.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.1M +7.4K shares |
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | +$552.4K +3.6K shares |
Horizon Investments, LLC/SC Long Only Manager | +$552.4K +3.6K shares |
Cetera Investment Advisers RIA/Wealth | +$526.0K +3.4K shares |
L LPL Financial LLC Institution | +$461.0K +3.0K shares |
R ROYAL BANK OF CANADA Institution | +$426.0K +2.8K shares |
NovaPoint Capital, LLC RIA/Wealth | +$319.7K +2.1K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$277.6K +1.8K shares |
Global Retirement Partners, LLC RIA/Wealth | +$146.5K +950.0 shares |
| Institution | Net Sold |
|---|---|
F Financial Network Wealth Management LLC RIA/Wealth | −$5.2M −33.6K shares |
I Interactive Financial Advisors RIA/Wealth | −$2.5M −16.5K shares |
NORTHERN TRUST CORP Institution | −$1.5M −10.2K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | −$277.5K −1.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$213.9K −1.5K shares |
CITIZENS & NORTHERN CORP Institution | −$213.8K −1.5K shares |
F FIRST UNITED BANK TRUST/ Institution | −$168.3K −1.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$43.5K −282.0 shares |
−$37.0K −240.0 shares | |
R ROOF EIDAM & MAYCOCK/ADV RIA/Wealth | −$31.0K −201.0 shares |
Institutions that initiated new positions or completely exited ESG in Q3 2025
| Institution | Position Value |
|---|---|
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $552.4K 3.6K shares |
Horizon Investments, LLC/SC Long Only Manager | $552.4K 3.6K shares |
Cetera Investment Advisers RIA/Wealth | $526.0K 3.4K shares |
Global Retirement Partners, LLC RIA/Wealth | $146.5K 950.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $66.3K 1.0K shares |
| Institution | Previous Position |
|---|---|
NORTHERN TRUST CORP Institution | $1.5M 10.2K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | $277.5K 1.9K shares |
F FLOW TRADERS U.S. LLC Institution | $213.9K 1.5K shares |
CITIZENS & NORTHERN CORP Institution | $213.8K 1.5K shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $23.2K 155.0 shares |
UBS Group AG Institution | $7.9K 54.0 shares |
Institutions with the largest Call and Put options positions in ESG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ESG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F Financial Network Wealth Management LLC RIA/Wealth | 1.90% $5.2M |
I Interactive Financial Advisors RIA/Wealth | 1.57% $2.9M |
F FIRST UNITED BANK TRUST/ Institution | 1.37% $4.2M |
SGL Investment Advisors, Inc. RIA/Wealth | 0.40% $942.7K |
R ROOF EIDAM & MAYCOCK/ADV RIA/Wealth | 0.34% $1.4M |
Monument Group Wealth Advisors, LLC RIA/Wealth | 0.22% $366.7K |
RVW Wealth, LLC RIA/Wealth | 0.19% $2.5M |
0.19% $616.9K | |
Well Done, LLC RIA/Wealth | 0.14% $796.4K |
NovaPoint Capital, LLC RIA/Wealth | 0.08% $319.7K |
Discover hedge funds investing in ESG


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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