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FlexShares Core Select Bond Fund

19 hedge funds and large institutions have $69.9M invested in FlexShares Core Select Bond Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $74.5M → $69.9M (-$4.59M)

7.21% less ownership

Funds ownership: 88.58%81.36% (-7.2%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

21% less funds holding

Funds holding: 2419 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.4M +$2.3M +91,602 +15%
Northern Trust
2
Northern Trust
Illinois
$13.4M +$10.4M +416,545 +24%
FNWM
3
Financial Network Wealth Management
Utah
$13.1M -$1.78M -70,888 -12%
CA
4
CoreCap Advisors
Michigan
$7.41M +$1.03M +41,278 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.12M -$920K -36,724 -15%
PNC
6
Park National Corp
Ohio
$4.02M -$563K -22,458 -12%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.12M +$1.35M +53,681 +160%
HIM
8
Hanlon Investment Management
New Jersey
$1.29M +$293K +11,693 +28%
SCA
9
Snowden Capital Advisors
New York
$1.24M +$231K +9,232 +22%
SWA
10
Stratos Wealth Advisors
Ohio
$1.24M +$1.27M +50,793 New
3LCM
11
3D/L Capital Management
Connecticut
$1.15M -$47.7K -1,902 -4%
SPC
12
Sigma Planning Corp
Michigan
$810K -$5.01K -200 -0.6%
HFA
13
HC Financial Advisors
California
$538K -$76.8K -3,065 -12%
CP
14
Castleview Partners
Texas
$390K -$10.6M -422,604 -96%
Osaic Holdings
15
Osaic Holdings
Arizona
$262K -$1.08K -43 -0.4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$218K -$48.7K -1,945 -18%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$26.6K +1,061 +35%
UBS Group
18
UBS Group
Switzerland
$49K +$39.6K +1,582 +377%
MCC
19
Money Concepts Capital
Florida
$12K +$11.9K +475 New
CAL
20
Capital Analysts LLC
Pennsylvania
-$1.07M -41,203 Closed
SFS
21
Sowell Financial Services
Arkansas
-$606K -23,294 Closed
MPWT
22
MassMutual Private Wealth & Trust
Connecticut
-$28K -1,061 Closed
ACM
23
Absolute Capital Management
Pennsylvania
-$20.1K -774 Closed
MP
24
McDonald Partners
Ohio
-$20.1K -774 Closed

BNDC Hedge Fund Activity: Q1 2022 in Review

19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q1 2022, worth a combined $69.9M — down 6.2% from $74.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BNDC and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Northern Trust, adding an estimated $10.4M. The largest seller was Castleview Partners, cutting an estimated $10.6M.

  • 19 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q1 2022, down from 24 in Q4 2021.
  • Funds reported $69.9M of FlexShares Core Select Bond Fund stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 2 funds opened new FlexShares Core Select Bond Fund positions in Q1 2022 and 6 closed out, a net change of -4 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q1 2022 was Northern Trust, an estimated $10.4M added.
  • The largest FlexShares Core Select Bond Fund seller in Q1 2022 was Castleview Partners, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.