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FlexShares Core Select Bond Fund

18 hedge funds and large institutions have $68.1M invested in FlexShares Core Select Bond Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 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

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

27% more capital invested

Capital invested by funds: $53.8M → $68.1M (+$14.3M)

14.22% more ownership

Funds ownership: 65.69%79.91% (+14%)

13% more funds holding

Funds holding: 1618 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$20.7M +$14.8M +558,736 +58%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.3M +$389K +14,728 +3%
FNWM
3
Financial Network Wealth Management
Utah
$13.1M +$2.51M +95,095 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.88M -$607K -22,982 -7%
PNC
5
Park National Corp
Ohio
$6.5M -$1.05M -39,646 -14%
3LCM
6
3D/L Capital Management
Connecticut
$1.33M +$62.1K +2,350 +5%
CAL
7
Capital Analysts LLC
Pennsylvania
$1.04M +$1.06M +39,941 New
HIM
8
Hanlon Investment Management
New Jersey
$888K -$7.9K -299 -0.9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$525K +$534K +20,217 New
SFS
10
Sowell Financial Services
Arkansas
$514K -$390K -14,771 -43%
SPC
11
Sigma Planning Corp
Michigan
$497K -$3.96K -150 -0.8%
MML Investors Services
12
MML Investors Services
Massachusetts
$449K +$42.5K +1,610 +10%
HFA
13
HC Financial Advisors
California
$412K +$182K +6,889 +77%
Citadel Advisors
14
Citadel Advisors
Florida
$388K +$395K +14,958 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$325K +$475 +18 +0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$171K +$43.1K +1,631 +33%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$58K +2,195 New
HI
18
Harbour Investments
Wisconsin
$29K +$29.3K +1,108 New
SIAG
19
Safeguard Investment Advisory Group
California
-$127K -4,723 Closed
UBS Group
20
UBS Group
Switzerland
-$12K -447 Closed
APWA
21
Atlas Private Wealth Advisors
New Jersey
-$5K -185 Closed

BNDC Hedge Fund Activity: Q1 2021 in Review

18 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q1 2021, worth a combined $68.1M — up 27% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BNDC positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Northern Trust, adding an estimated $14.8M. The largest seller was Park National Corp, cutting an estimated $1.05M.

  • 18 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q1 2021, up from 16 in Q4 2020.
  • Funds reported $68.1M of FlexShares Core Select Bond Fund stock for Q1 2021, up 27% quarter-over-quarter.
  • 5 funds opened new FlexShares Core Select Bond Fund positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q1 2021 was Northern Trust, an estimated $14.8M added.
  • The largest FlexShares Core Select Bond Fund seller in Q1 2021 was Park National Corp, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2021.