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FlexShares Credit-Scored US Corporate Bond Index Fund

24 hedge funds and large institutions have $143M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.57% less ownership

Funds ownership: 86.04%77.47% (-8.6%)

13% less capital invested

Capital invested by funds: $164M → $143M (-$20.6M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$58M +$2.18M +40,271 +4%
CNBT
2
Cornerstone National Bank & Trust
Illinois
$55.2M +$8.63M +159,110 +18%
TC
3
Trilogy Capital
California
$15.4M -$552K -10,179 -3%
BCM
4
Boltwood Capital Management
California
$3.87M +$978K +18,047 +34%
Jane Street
5
Jane Street
New York
$1.95M +$911K +16,809 +87%
IFA
6
Interactive Financial Advisors
Illinois
$1.49M +$261K +4,810 +21%
Citadel Advisors
7
Citadel Advisors
Florida
$1.29M +$292K +5,385 +29%
LPL Financial
8
LPL Financial
California
$1.04M +$354K +6,528 +51%
Northern Trust
9
Northern Trust
Illinois
$998K -$23.2M -427,978 -19%
FTUS
10
Flow Traders U.S.
New York
$915K +$921K +16,989 New
SWRP
11
Summit Wealth & Retirement Planning
California
$859K -$16.3K -300 -2%
KWM
12
Kingsview Wealth Management
Oregon
$698K +$703K +12,959 New
CW
13
CreativeOne Wealth
Kansas
$337K +$340K +6,266 New
PFPT
14
Pinnacle Financial Partners (Tennessee)
Tennessee
$259K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$231K -$1.52K -28 -0.6%
AC
16
Apella Capital
Connecticut
$227K +$229K +4,218 New
GM
17
GeoWealth Management
Illinois
$211K +$74.3K +1,370 +54%
GRP
18
Global Retirement Partners
California
$165K +$1.57K +29 +1%
CFGS
19
Concourse Financial Group Securities
Alabama
$110K
Bank of America
20
Bank of America
North Carolina
$71K +$29.9K +552 +72%
Osaic Holdings
21
Osaic Holdings
Arizona
$32K
APA
22
American Portfolios Advisors
New York
$24.4K
UBS Group
23
UBS Group
Switzerland
$5K -$145K -2,683 -97%
IA
24
IFP Advisors
Florida
$5K

SKOR Hedge Fund Activity: Q3 2021 in Review

24 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q3 2021, worth a combined $143M — down 13% from $164M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SKOR positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Cornerstone National Bank & Trust, adding an estimated $8.63M. The largest seller was Northern Trust, cutting an estimated $23.2M.

  • 24 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q3 2021, up from 23 in Q2 2021.
  • Funds reported $143M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q3 2021, down 13% quarter-over-quarter.
  • 4 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q3 2021 and 1 closed out, a net change of +3 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q3 2021 was Cornerstone National Bank & Trust, an estimated $8.63M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q3 2021 was Northern Trust, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.