We are live on ! Find out more
LKOR icon

FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR

14 hedge funds and large institutions have $21.9M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

56% more funds holding

Funds holding: 9 → 14 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.14% less ownership

Funds ownership: 55.4% → 42.26% (-13%)

22% less capital invested

Capital invested by funds: $28.1M → $21.9M (-$6.17M)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$664K
2
BCM
Boltwood Capital Management
California
+$219K
3
Osaic Holdings
Osaic Holdings
Arizona
+$179K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$141K
5
SWM
Spire Wealth Management
Virginia
+$35.4K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$5.86M
2
CNBT
Cornerstone National Bank & Trust
Illinois
-$753K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1
Cornerstone National Bank & Trust
Illinois
$17.3M -$753K -12,268 -4%
LPL Financial
2
LPL Financial
California
$1.07M +$16.2K +264 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$799K -$627K -10,215 -43%
Citadel Advisors
4
Citadel Advisors
Florida
$648K +$664K +10,827 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$575K +$141K +2,292 +31%
SWRP
6
Summit Wealth & Retirement Planning
California
$412K +$6.13K +100 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$332K +$6.56K +107 +2%
CW
8
CreativeOne Wealth
Kansas
$254K – – –
BCM
9
Boltwood Capital Management
California
$214K +$219K +3,575 New
Osaic Holdings
10
Osaic Holdings
Arizona
$175K +$179K +2,923 New
SWM
11
Spire Wealth Management
Virginia
$129K +$35.4K +577 +36%
Northern Trust
12
Northern Trust
Illinois
$33K -$5.86M -95,557 -73%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$12K +$12.3K +200 New
Wells Fargo
14
Wells Fargo
California
– +$61 +1 New

LKOR Hedge Fund Activity: Q3 2021 in Review

14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q3 2021, worth a combined $21.9M — down 22% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LKOR positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $664K. The largest seller was Northern Trust, cutting an estimated $5.86M.

  • 14 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q3 2021, up from 9 in Q2 2021.
  • Funds reported $21.9M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q3 2021, down 22% quarter-over-quarter.
  • 5 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q3 2021 and 0 closed out, a net change of +5 holders.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q3 2021 was Citadel Advisors, an estimated $664K added.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q3 2021 was Northern Trust, an estimated $5.86M sold.

Based on aggregated 13F filings for Q3 2021.