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FlexShares Credit-Scored US Corporate Bond Index Fund

25 hedge funds and large institutions have $141M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

9.29% more ownership

Funds ownership: 74.95%84.24% (+9.3%)

9% more funds holding

Funds holding: 2325 (+2)

2% more capital invested

Capital invested by funds: $138M → $141M (+$2.98M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1
Cerity Partners OCIO
New York
$55.5M -$4.64M -96,500 -8%
CNBT
2
Cornerstone National Bank & Trust
Illinois
$36.9M -$2.4M -49,899 -6%
Jane Street
3
Jane Street
New York
$22.4M +$18.9M +393,004 +496%
TC
4
Trilogy Capital
California
$13.7M -$55.9K -1,162 -0.4%
BCM
5
Boltwood Capital Management
California
$5.03M +$93.9K +1,952 +2%
IFA
6
Interactive Financial Advisors
Illinois
$1.64M +$31.8K +660 +2%
KWM
7
Kingsview Wealth Management
Oregon
$1.22M +$250K +5,197 +25%
LPL Financial
8
LPL Financial
California
$623K -$138K -2,878 -18%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$585K +$594K +12,337 New
GM
10
GeoWealth Management
Illinois
$583K +$214K +4,444 +57%
Northern Trust
11
Northern Trust
Illinois
$574K -$3.81M -79,223 -6%
SWRP
12
Summit Wealth & Retirement Planning
California
$551K -$26.5K -550 -5%
CW
13
CreativeOne Wealth
Kansas
$514K +$311K +6,473 +149%
FTUS
14
Flow Traders U.S.
New York
$264K -$1.25K -26 -0.5%
CA
15
CoreCap Advisors
Michigan
$254K +$258K +5,363 New
GRP
16
Global Retirement Partners
California
$144K
NFSG
17
Newbridge Financial Services Group
Florida
$133K
APC
18
Aspire Private Capital
North Carolina
$80K +$81K +1,684 New
IA
19
IFP Advisors
Florida
$37K
HS
20
Horan Securities
United States
$33K +$8.37K +174 +33%
UBS Group
21
UBS Group
Switzerland
$26K -$80.1K -1,665 -75%
Bank of America
22
Bank of America
North Carolina
$26K -$34.4K -714 -56%
APA
23
American Portfolios Advisors
New York
$21.5K
Wells Fargo
24
Wells Fargo
California
$9K +$9.58K +199 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$8K

SKOR Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q2 2022, worth a combined $141M — up 2.2% from $138M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SKOR positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $18.9M. The largest seller was Cerity Partners OCIO, cutting an estimated $4.64M.

  • 25 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q2 2022, up from 23 in Q1 2022.
  • Funds reported $141M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q2 2022, up 2.2% quarter-over-quarter.
  • 4 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q2 2022 was Jane Street, an estimated $18.9M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q2 2022 was Cerity Partners OCIO, an estimated $4.64M sold.

Based on aggregated 13F filings for Q2 2022.