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FlexShares Credit-Scored US Corporate Bond Index Fund

36 hedge funds and large institutions have $193M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $130M → $193M (+$62.4M)

27.56% more ownership

Funds ownership: 53.93%81.49% (+28%)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

20% more funds holding

Funds holding: 3036 (+6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$58.3M -$426K -9,038 -0.7%
Cerity Partners
2
Cerity Partners
New York
$58.2M +$58.6M +1,242,676 New
CNBT
3
Cornerstone National Bank & Trust
Illinois
$30.1M -$433K -9,180 -1%
TC
4
Trilogy Capital
California
$14.3M -$26.3K -558 -0.2%
AWM
5
AE Wealth Management
Kansas
$8.76M +$587K +12,441 +7%
Jane Street
6
Jane Street
New York
$5.16M +$2.81M +59,619 +118%
BCM
7
Boltwood Capital Management
California
$5.11M -$338K -7,163 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.06M +$701K +14,872 +30%
CTWM
9
Cherry Tree Wealth Management
Minnesota
$1.18M +$1.18M +25,098 New
Citadel Advisors
10
Citadel Advisors
Florida
$893K -$666K -14,123 -43%
HIM
11
Hanlon Investment Management
New Jersey
$849K +$116K +2,464 +16%
Stifel Financial
12
Stifel Financial
Missouri
$830K +$835K +17,703 New
SPC
13
Sigma Planning Corp
Michigan
$793K +$798K +16,915 New
NFG
14
Nations Financial Group
Iowa
$740K +$276K +5,854 +59%
MML Investors Services
15
MML Investors Services
Massachusetts
$659K +$167K +3,535 +34%
LPL Financial
16
LPL Financial
California
$569K +$60.2K +1,276 +12%
CA
17
CoreCap Advisors
Michigan
$475K +$478K +10,137 New
KFG
18
Kingdom Financial Group
Arizona
$377K +$380K +8,053 New
Bank of America
19
Bank of America
North Carolina
$340K +$60.8K +1,289 +22%
WSTAM
20
Wilbanks Smith & Thomas Asset Management
Virginia
$303K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$298K -$418K -8,864 -58%
CRG
22
Cornerstone Retirement Group
Nevada
$286K +$802 +17 +0.3%
PCIA
23
Prime Capital Investment Advisors
Kansas
$286K +$288K +6,103 New
Morgan Stanley
24
Morgan Stanley
New York
$250K +$251K +5,325 New
NA
25
NewEdge Advisors
Louisiana
$244K +$1.08K +23 +0.4%

SKOR Hedge Fund Activity: Q2 2023 in Review

36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q2 2023, worth a combined $193M — up 48% from $130M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SKOR positions and 7 closed out — a net gain of 6 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $58.6M. The largest seller was Citadel Advisors, cutting an estimated $666K.

  • 36 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q2 2023, up from 30 in Q1 2023.
  • Funds reported $193M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q2 2023, up 48% quarter-over-quarter.
  • 13 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q2 2023 was Cerity Partners, an estimated $58.6M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q2 2023 was Citadel Advisors, an estimated $666K sold.

Based on aggregated 13F filings for Q2 2023.