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FlexShares Core Select Bond Fund

27 hedge funds and large institutions have $146M invested in FlexShares Core Select Bond Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

23% more funds holding

Funds holding: 2227 (+5)

9% more capital invested

Capital invested by funds: $134M → $146M (+$12.4M)

0.31% less ownership

Funds ownership: 80.88%80.57% (-0.31%)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$82.2M -$807K -36,117 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.3M +$2.58M +115,433 +12%
OAM
3
Occidental Asset Management
California
$13.9M +$13.8M +617,284 New
FNWM
4
Financial Network Wealth Management
Utah
$6.98M +$403K +18,039 +6%
PNC
5
Park National Corp
Ohio
$4.83M -$8.76K -392 -0.2%
MML Investors Services
6
MML Investors Services
Massachusetts
$3.85M +$843K +37,721 +28%
HIM
7
Hanlon Investment Management
New Jersey
$2.36M +$29.9K +1,339 +1%
CRI
8
Colonial River Investments
Virginia
$1.49M +$1.48M +66,326 New
3LCM
9
3D/L Capital Management
Connecticut
$1.03M +$4.69K +210 +0.5%
SWA
10
Stratos Wealth Advisors
Ohio
$939K +$13.5K +606 +1%
SCA
11
Snowden Capital Advisors
New York
$859K +$27.7K +1,241 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$678K +$38.7K +1,731 +6%
SPC
13
Sigma Planning Corp
Michigan
$606K +$282K +12,600 +88%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$405K +$402K +17,971 New
HA
15
Herold Advisors
New York
$383K +$86.9K +3,887 +30%
CNC
16
Citizens & Northern Corp
Pennsylvania
$272K
ACM
17
Absolute Capital Management
Pennsylvania
$256K +$254K +11,347 New
Citadel Advisors
18
Citadel Advisors
Florida
$233K +$670 +30 +0.3%
HI
19
Harbour Investments
Wisconsin
$108K
UB
20
UMB Bank
Missouri
$96K +$95.2K +4,260 New
Osaic Holdings
21
Osaic Holdings
Arizona
$78.1K -$182K -8,156 -70%
UBS Group
22
UBS Group
Switzerland
$30.2K -$20.3K -910 -40%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$26K
AC
24
AlphaCore Capital
California
$16.8K +$16.6K +745 New
BAM
25
Belpointe Asset Management
Nevada
$7.26K +$7.2K +322 New

BNDC Hedge Fund Activity: Q1 2023 in Review

27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q1 2023, worth a combined $146M — up 9.3% from $134M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BNDC positions and 2 closed out — a net gain of 6 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Occidental Asset Management, opening a new position worth an estimated $13.8M. The largest seller was Northern Trust, cutting an estimated $807K.

  • 27 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q1 2023, up from 22 in Q4 2022.
  • Funds reported $146M of FlexShares Core Select Bond Fund stock for Q1 2023, up 9.3% quarter-over-quarter.
  • 8 funds opened new FlexShares Core Select Bond Fund positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q1 2023 was Occidental Asset Management, an estimated $13.8M added.
  • The largest FlexShares Core Select Bond Fund seller in Q1 2023 was Northern Trust, an estimated $807K sold.

Based on aggregated 13F filings for Q1 2023.