We are live on ! Find out more
BNDC icon

FlexShares Core Select Bond Fund

27 hedge funds and large institutions have $142M invested in FlexShares Core Select Bond Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7.07% less ownership

Funds ownership: 88.11%81.04% (-7.1%)

10% less funds holding

Funds holding: 3027 (-3)

13% less capital invested

Capital invested by funds: $163M → $142M (-$21.6M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

82% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 17

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
3
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$66.2M -$16.4M -742,943 -20%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.4M -$1.23M -55,521 -4%
OAM
3
Occidental Asset Management
California
$15.7M -$927K -41,991 -6%
FNWM
4
Financial Network Wealth Management
Utah
$7.91M -$18.3K -828 -0.2%
PNC
5
Park National Corp
Ohio
$5.62M -$726K -32,904 -11%
MML Investors Services
6
MML Investors Services
Massachusetts
$5.2M -$284K -12,862 -5%
HIM
7
Hanlon Investment Management
New Jersey
$1.87M -$98.8K -4,474 -5%
FIM
8
Freedom Investment Management
Connecticut
$1.03M -$114K -5,146 -10%
Cerity Partners
9
Cerity Partners
New York
$1M +$1M +45,408 New
HA
10
Herold Advisors
New York
$967K -$47.4K -2,147 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$956K +$10.7K +483 +1%
RFA
12
ROI Financial Advisors
Oregon
$824K -$123K -5,575 -13%
MA
13
Mutual Advisors
Nebraska
$691K +$692K +31,337 New
SWA
14
Stratos Wealth Advisors
Ohio
$666K +$27.7K +1,255 +4%
SCA
15
Snowden Capital Advisors
New York
$628K -$287 -13 -0%
SFS
16
Sowell Financial Services
Arkansas
$493K +$493K +22,337 New
CA
17
Cetera Advisors
Colorado
$491K +$492K +22,278 New
Citadel Advisors
18
Citadel Advisors
Florida
$444K -$191K -8,650 -30%
LPL Financial
19
LPL Financial
California
$433K +$176K +7,960 +68%
ACM
20
Absolute Capital Management
Pennsylvania
$331K -$8.06K -365 -2%
CNC
21
Citizens & Northern Corp
Pennsylvania
$270K -$5.28K -239 -2%
CA
22
CoreCap Advisors
Michigan
$198K -$85.6K -3,880 -30%
MA
23
Marquette Associates
Illinois
$108K -$17.4K -789 -14%
HI
24
Harbour Investments
Wisconsin
$106K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$25K

BNDC Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares Core Select Bond Fund (BNDC) for Q1 2024, worth a combined $142M — down 13% from $163M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BNDC and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 3 added.

The largest buyer was Cerity Partners, opening a new position worth an estimated $1M. The largest seller was Northern Trust, cutting an estimated $16.4M.

  • 27 institutional investors held FlexShares Core Select Bond Fund (BNDC) as of Q1 2024, down from 30 in Q4 2023.
  • Funds reported $142M of FlexShares Core Select Bond Fund stock for Q1 2024, down 13% quarter-over-quarter.
  • 5 funds opened new FlexShares Core Select Bond Fund positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest FlexShares Core Select Bond Fund buyer in Q1 2024 was Cerity Partners, an estimated $1M added.
  • The largest FlexShares Core Select Bond Fund seller in Q1 2024 was Northern Trust, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2024.