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

29 hedge funds and large institutions have $99.5M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
11
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$8.27M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.57M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.39M
4
TC
4
Trilogy Capital
California
$14.4M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$307K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$722K
3
IFA
3
Interactive Financial Advisors
Illinois
$0
4
GM
4
GeoWealth Management
Illinois
$0
5
SWRP
5
Summit Wealth & Retirement Planning
California
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$59.5M 1,254,153 +5,267 +0.4%
TC
2
Trilogy Capital
California
$14.4M 303,933 +11,207 +4%
AWM
3
AE Wealth Management
Kansas
$8.27M 174,465 +174,465 New
BCM
4
Boltwood Capital Management
California
$5.51M 116,243 +5,345 +5%
Jane Street
5
Jane Street
New York
$2.39M 50,436 -151,092 -75%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.39M 50,371 +11,593 +30%
Citadel Advisors
7
Citadel Advisors
Florida
$1.57M 33,187 +18,889 +132%
HIM
8
Hanlon Investment Management
New Jersey
$743K 15,658 +3,330 +27%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$722K 15,231 -24,989 -62%
KWM
10
Kingsview Wealth Management
Oregon
$518K 10,915 -188 -2%
LPL Financial
11
LPL Financial
California
$515K 10,863 -923 -8%
MML Investors Services
12
MML Investors Services
Massachusetts
$499K 10,529 +1,433 +16%
NFG
13
Nations Financial Group
Iowa
$471K 9,938 +5,157 +108%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$307K 6,463 +6,463 New
CRG
15
Cornerstone Retirement Group
Nevada
$289K 6,086 +6,086 New
Bank of America
16
Bank of America
North Carolina
$283K 5,958 +2,646 +80%
NA
17
NewEdge Advisors
Louisiana
$246K 5,180 +28 +0.5%
SWRP
18
Summit Wealth & Retirement Planning
California
$245K 5,159 -6,168 -54%
GRP
19
Global Retirement Partners
California
$190K 4,000 – –
NFSG
20
Newbridge Financial Services Group
Florida
$144K 3,033 – –
US Bancorp
21
US Bancorp
Minnesota
$114K 2,400 – –
Citigroup
22
Citigroup
New York
$68.8K 1,450 – –
SCA
23
Stonebridge Capital Advisors
Minnesota
$47.1K 993 +993 New
APC
24
Aspire Private Capital
North Carolina
$39.9K 842 – –
UBS Group
25
UBS Group
Switzerland
$30.2K 637 +439 +222%
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