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FlexShares Credit-Scored US Corporate Bond Index Fund

50 hedge funds and large institutions have $412M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 4550 (+5)

1% less capital invested

Capital invested by funds: $416M → $412M (-$4.12M)

3% less ownership

Funds ownership: 91.54%88.54% (-3%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$835K +$501K +10,379 +146%
HIM
27
Hanlon Investment Management
New Jersey
$617K -$4.63K -96 -0.7%
CPL
28
CAP Partners LLC
Tennessee
$590K +$260K +5,387 +77%
MA
29
Mutual Advisors
Nebraska
$581K +$13.1K +272 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$517K +$90.6K +1,879 +21%
AA
31
Advisory Alpha
Michigan
$347K +$39.3K +814 +13%
SA
32
Sovran Advisors
California
$313K +$319K +6,612 New
BWA
33
Burt Wealth Advisors
Maryland
$285K
EWA
34
EP Wealth Advisors
California
$272K +$275K +5,700 New
Jane Street
35
Jane Street
New York
$257K -$33.2M -688,957 -99%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$102K +$90.4K +1,874 +732%
Citigroup
37
Citigroup
New York
$93K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$70.3K +$1.11K +23 +2%
AF
39
Allworth Financial
California
$65.9K +$66.6K +1,380 New
PA
40
PSI Advisors
Florida
$21.4K +$9.36K +194 +76%
Osaic Holdings
41
Osaic Holdings
Arizona
$19.6K -$14.6K -303 -43%
HI
42
Harbour Investments
Wisconsin
$18.4K -$4.29K -89 -19%
GSWM
43
Golden State Wealth Management
California
$15.3K +$15.5K +321 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$8.01K +$8.1K +168 New
Wells Fargo
45
Wells Fargo
California
$7.42K +$7.52K +156 New
CAS
46
Coppell Advisory Solutions
Texas
$7.03K
FWM
47
FLP Wealth Management
Arkansas
$2.07K +$2.07K +43 New
Q1WB
48
Quest 10 Wealth Builders
Virginia
$1.67K +$1.69K +35 New
CAWM
49
Capital A Wealth Management
Pennsylvania
$1.29K +$1.3K +27 New
UBS Group
50
UBS Group
Switzerland
$572 -$41.3K -856 -99%

SKOR Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2024, worth a combined $412M — down 0.99% from $416M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SKOR positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $33.2M.

  • 50 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $412M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2024, down 0.99% quarter-over-quarter.
  • 11 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2024 was Northern Trust, an estimated $31.1M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2024 was Jane Street, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2024.