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FlexShares Credit-Scored US Corporate Bond Index Fund

27 hedge funds and large institutions have $161M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

13% more funds holding

Funds holding: 2427 (+3)

12% more capital invested

Capital invested by funds: $143M → $161M (+$17.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 77.47%75.79% (-1.7%)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% 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
7
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$63.9M +$7.22M +135,355 +13%
CNBT
2
Cornerstone National Bank & Trust
Illinois
$50.4M -$3.64M -68,207 -7%
Jane Street
3
Jane Street
New York
$15.4M +$13.7M +256,303 +709%
TC
4
Trilogy Capital
California
$15.3M +$244K +4,571 +2%
BCM
5
Boltwood Capital Management
California
$4.38M +$592K +11,111 +15%
Citadel Advisors
6
Citadel Advisors
Florida
$2.85M +$1.6M +30,017 +125%
IFA
7
Interactive Financial Advisors
Illinois
$1.67M +$211K +3,960 +14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.09M +$1.1M +20,695 New
LPL Financial
9
LPL Financial
California
$845K -$179K -3,362 -17%
Northern Trust
10
Northern Trust
Illinois
$841K -$13.7M -257,807 -14%
FTUS
11
Flow Traders U.S.
New York
$822K -$74.6K -1,400 -8%
KWM
12
Kingsview Wealth Management
Oregon
$753K +$69.6K +1,305 +10%
SWRP
13
Summit Wealth & Retirement Planning
California
$728K -$114K -2,147 -13%
Bank of America
14
Bank of America
North Carolina
$352K +$285K +5,352 +407%
GM
15
GeoWealth Management
Illinois
$290K +$83.5K +1,567 +40%
PFPT
16
Pinnacle Financial Partners (Tennessee)
Tennessee
$253K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$214K -$12.6K -237 -6%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$158K +$159K +2,988 New
NFSG
19
Newbridge Financial Services Group
Florida
$141K +$142K +2,671 New
CFGS
20
Concourse Financial Group Securities
Alabama
$108K
Osaic Holdings
21
Osaic Holdings
Arizona
$32K
HS
22
Horan Securities
United States
$25K +$25.7K +482 New
APA
23
American Portfolios Advisors
New York
$23.9K
TRCT
24
Tower Research Capital (TRC)
New York
$9K +$8.9K +167 New
JP Morgan Chase
25
JP Morgan Chase
New York
$6K +$6.5K +122 New

SKOR Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2021, worth a combined $161M — up 12% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SKOR positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $13.7M. The largest seller was Northern Trust, cutting an estimated $13.7M.

  • 27 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2021, up from 24 in Q3 2021.
  • Funds reported $161M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2021, up 12% quarter-over-quarter.
  • 7 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2021 and 4 closed out, a net change of +3 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2021 was Jane Street, an estimated $13.7M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2021 was Northern Trust, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2021.