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FlexShares Core Select Bond Fund

24 hedge funds and large institutions have $74.5M invested in FlexShares Core Select Bond Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

41% more funds holding

Funds holding: 1724 (+7)

12% more capital invested

Capital invested by funds: $66.4M → $74.5M (+$8.09M)

11.28% more ownership

Funds ownership: 77.29%88.58% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.2M +$1.06M +40,375 +7%
Northern Trust
2
Northern Trust
Illinois
$15.9M +$2.56M +97,797 +6%
FNWM
3
Financial Network Wealth Management
Utah
$15.9M +$845K +32,293 +6%
CA
4
CoreCap Advisors
Michigan
$6.84M +$6.88M +263,018 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.42M -$1.34M -51,104 -17%
PNC
6
Park National Corp
Ohio
$4.88M -$26 -1 -0%
3LCM
7
3D/L Capital Management
Connecticut
$1.28M +$7.04K +269 +0.5%
SCA
8
Snowden Capital Advisors
New York
$1.08M +$1.09M +41,659 New
HIM
9
Hanlon Investment Management
New Jersey
$1.07M +$88.7K +3,389 +9%
CAL
10
Capital Analysts LLC
Pennsylvania
$1.07M +$12.4K +473 +1%
SPC
11
Sigma Planning Corp
Michigan
$871K +$286K +10,940 +49%
MML Investors Services
12
MML Investors Services
Massachusetts
$871K +$324K +12,380 +59%
HFA
13
HC Financial Advisors
California
$655K -$9.13K -349 -1%
SFS
14
Sowell Financial Services
Arkansas
$606K +$28.4K +1,085 +5%
IWC
15
Integrated Wealth Concepts
Massachusetts
$284K -$43.9K -1,678 -13%
Osaic Holdings
16
Osaic Holdings
Arizona
$281K -$20.6K -787 -7%
HI
17
Harbour Investments
Wisconsin
$125K -$113K -4,321 -47%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$79K +$445 +17 +0.6%
MPWT
19
MassMutual Private Wealth & Trust
Connecticut
$28K +$27.8K +1,061 New
ACM
20
Absolute Capital Management
Pennsylvania
$20.1K +$20.3K +774 New
MP
21
McDonald Partners
Ohio
$20.1K +$20.3K +774 New
CP
22
Castleview Partners
Texas
$16.9K +$11.5M +438,645 New
UBS Group
23
UBS Group
Switzerland
$11K +$11K +420 New
Jane Street
24
Jane Street
New York
-$360K -13,726 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
+$26 +1 New

BNDC Hedge Fund Activity: Q4 2021 in Review

24 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q4 2021, worth a combined $74.5M — up 12% from $66.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BNDC positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Northern Trust, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.34M.

  • 24 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q4 2021, up from 17 in Q3 2021.
  • Funds reported $74.5M of FlexShares Core Select Bond Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 8 funds opened new FlexShares Core Select Bond Fund positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q4 2021 was Northern Trust, an estimated $2.56M added.
  • The largest FlexShares Core Select Bond Fund seller in Q4 2021 was Commonwealth Equity Services, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2021.