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FlexShares Credit-Scored US Corporate Bond Index Fund
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Overview Fund Activity

53 hedge funds and large institutions have $451M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
26
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.44M
2
Morgan Stanley
Morgan Stanley
New York
$31.4M
3
AWM
AE Wealth Management
Kansas
$49.2M
4
Cerity Partners
Cerity Partners
New York
$99.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.64M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
2
FTUS
Flow Traders U.S.
New York
$0
3
M1FG
Mach-1 Financial Group
Arkansas
$0
4
MPIM
McGinn Penninger Investment Management
Virginia
$0
5
TC
Trilogy Capital
California
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPL
26
CAP Partners LLC
Tennessee
$1.18M +$65.2K +1,337 +6%
CTWM
27
Cherry Tree Wealth Management
Minnesota
$980K -$192K -3,927 -16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$897K +$15.3K +314 +2%
ECA
29
Elevated Capital Advisors
Utah
$869K – – –
NFG
30
Nations Financial Group
Iowa
$851K -$129K -2,648 -13%
CA
31
CoreCap Advisors
Michigan
$831K -$67.4K -1,382 -8%
MML Investors Services
32
MML Investors Services
Massachusetts
$691K +$209K +4,295 +43%
TWP
33
Triad Wealth Partners
Kansas
$678K -$64.9K -1,330 -9%
RFW
34
Rainier Family Wealth
Washington
$583K +$262K +5,366 +81%
AA
35
Advisory Alpha
Michigan
$581K +$48.9K +1,002 +9%
KFG
36
Kingdom Financial Group
Arizona
$556K +$556K +11,392 New
VIPI
37
Vista Investment Partners II
Indiana
$517K +$517K +10,591 New
HIM
38
Hanlon Investment Management
New Jersey
$441K -$51.3K -1,051 -10%
SAI
39
Savvy Advisors Inc
New York
$374K +$170K +3,482 +83%
BWA
40
Burt Wealth Advisors
Maryland
$255K – – –
AAS
41
Avantax Advisory Services
Texas
$250K +$250K +5,126 New
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$232K – – –
NA
43
NewEdge Advisors
Louisiana
$226K – – –
AP
44
Advisors Preferred
Maryland
$163K +$163K +3,359 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$141K +$63.2K +1,293 +81%
Raymond James Financial
46
Raymond James Financial
Florida
$104K +$104K +2,126 New
Citigroup
47
Citigroup
New York
$102K +$6.83K +140 +7%
Osaic Holdings
48
Osaic Holdings
Arizona
$19.6K -$29.7K -619 -60%
SPIA
49
Steward Partners Investment Advisory
New York
$18.5K – – –
GSWM
50
Golden State Wealth Management
California
$17.2K +$1.51K +31 +10%
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