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FlexShares Core Select Bond Fund

16 hedge funds and large institutions have $53.8M invested in FlexShares Core Select Bond Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

30% more capital invested

Capital invested by funds: $41.4M → $53.8M (+$12.4M)

13.74% more ownership

Funds ownership: 51.95%65.69% (+14%)

7% more funds holding

Funds holding: 1516 (+1)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.5M -$1.55M -57,496 -10%
FNWM
2
Financial Network Wealth Management
Utah
$11M +$11M +408,328 New
Northern Trust
3
Northern Trust
Illinois
$8.95M +$9.96M +369,187 +61%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.82M +$705K +26,141 +9%
PNC
5
Park National Corp
Ohio
$7.83M -$602K -22,309 -7%
HIM
6
Hanlon Investment Management
New Jersey
$932K +$421K +15,618 +83%
SFS
7
Sowell Financial Services
Arkansas
$929K +$797K +29,529 +607%
SPC
8
Sigma Planning Corp
Michigan
$521K
MML Investors Services
9
MML Investors Services
Massachusetts
$424K -$265K -9,835 -39%
IWC
10
Integrated Wealth Concepts
Massachusetts
$338K +$54.3K +2,013 +19%
HFA
11
HC Financial Advisors
California
$243K +$242K +8,988 New
Osaic Holdings
12
Osaic Holdings
Arizona
$134K +$52.6K +1,950 +65%
SIAG
13
Safeguard Investment Advisory Group
California
$127K +$127K +4,723 New
UBS Group
14
UBS Group
Switzerland
$12K -$38.7K -1,433 -76%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$5K +$4.99K +185 New
3LCM
16
3D/L Capital Management
Connecticut
$1K +$1.32M +49,083 New
HR
17
Hayden Royal
North Carolina
-$1.75M -65,228 Closed
Jane Street
18
Jane Street
New York
-$1.29M -47,896 Closed
CAN
19
Cetera Advisor Networks
California
-$752K -27,963 Closed

BNDC Hedge Fund Activity: Q4 2020 in Review

16 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q4 2020, worth a combined $53.8M — up 30% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BNDC positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Northern Trust, adding an estimated $9.96M. The largest seller was Hayden Royal, exiting entirely with an estimated $1.75M sold.

  • 16 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q4 2020, up from 15 in Q3 2020.
  • Funds reported $53.8M of FlexShares Core Select Bond Fund stock for Q4 2020, up 30% quarter-over-quarter.
  • 5 funds opened new FlexShares Core Select Bond Fund positions in Q4 2020 and 3 closed out, a net change of +2 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q4 2020 was Northern Trust, an estimated $9.96M added.
  • The largest FlexShares Core Select Bond Fund seller in Q4 2020 was Hayden Royal, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2020.