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FlexShares Credit-Scored US Long Corporate Bond Index Fund

17 hedge funds and large institutions have $27.5M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1417 (+3)

9% more capital invested

Capital invested by funds: $25.3M → $27.5M (+$2.2M)

1.19% more ownership

Funds ownership: 58.4%59.6% (+1.2%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$13.5M +$3.07M +70,527 +28%
CNBT
2
Cornerstone National Bank & Trust
Illinois
$7.64M -$907K -20,810 -10%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.17M +$30.5K +699 +3%
Northern Trust
4
Northern Trust
Illinois
$775K +$806K +18,483 New
Jane Street
5
Jane Street
New York
$687K +$714K +16,381 New
CWM
6
Comprehensive Wealth Management
Washington
$672K +$119K +2,723 +20%
SWA
7
Stratos Wealth Advisors
Ohio
$663K -$349 -8 -0.1%
LPL Financial
8
LPL Financial
California
$632K -$113K -2,596 -15%
IFG
9
Independent Financial Group
California
$482K +$73K +1,674 +17%
Citadel Advisors
10
Citadel Advisors
Florida
$400K +$416K +9,543 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$365K +$380K +8,710 New
ACM
12
Absolute Capital Management
Pennsylvania
$229K +$238K +5,455 New
Osaic Holdings
13
Osaic Holdings
Arizona
$216K -$31.7K -728 -12%
CA
14
CoreCap Advisors
Michigan
$93.2K +$12.1K +277 +14%
PA
15
PSI Advisors
Florida
$1.38K +$131 +3 +10%
HI
16
Harbour Investments
Wisconsin
$1.2K +$44 +1 +4%
Wells Fargo
17
Wells Fargo
California
$38 +$44 +1 New
MFGM
18
Marshall Financial Group (Maryland)
Maryland
-$214K -4,702 Closed
TC
19
TownSquare Capital
Utah
-$213K -4,684 Closed
CAS
20
Coppell Advisory Solutions
Texas
-$8.95K -205 Closed

LKOR Hedge Fund Activity: Q4 2024 in Review

17 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q4 2024, worth a combined $27.5M — up 8.7% from $25.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LKOR positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $3.07M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $907K.

  • 17 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $27.5M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q4 2024, up 8.7% quarter-over-quarter.
  • 6 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q4 2024 and 3 closed out, a net change of +3 holders.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q4 2024 was Systelligence LLC, an estimated $3.07M added.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q4 2024 was Cornerstone National Bank & Trust, an estimated $907K sold.

Based on aggregated 13F filings for Q4 2024.