SKOR icon

FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR

Overview Fund Activity

32 hedge funds and large institutions have $200M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 9 closing their positions.

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$87.1M
2
Bank of America
2
Bank of America
North Carolina
$4.66M
3
AWM
3
AE Wealth Management
Kansas
$10.4M
4
LPL Financial
4
LPL Financial
California
$2.24M
5
Northern Trust
5
Northern Trust
Illinois
$58.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
TC
3
Trilogy Capital
California
$13.6M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$87.1M 1,892,590 +649,914 +52%
Northern Trust
2
Northern Trust
Illinois
$58.5M 1,271,212 +26,097 +2%
TC
3
Trilogy Capital
California
$13.6M 295,485 -7,890 -3%
AWM
4
AE Wealth Management
Kansas
$10.4M 226,789 +39,883 +21%
Jane Street
5
Jane Street
New York
$5.47M 118,962 +8,907 +8%
BCM
6
Boltwood Capital Management
California
$4.99M 108,466 -614 -0.6%
Bank of America
7
Bank of America
North Carolina
$4.66M 101,307 +94,060 +1,298%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.96M 64,284 -959 -1%
LPL Financial
9
LPL Financial
California
$2.24M 48,583 +36,444 +300%
Stifel Financial
10
Stifel Financial
Missouri
$1.83M 39,668 +21,965 +124%
CTWM
11
Cherry Tree Wealth Management
Minnesota
$1.14M 24,782 -316 -1%
NFG
12
Nations Financial Group
Iowa
$915K 19,893 +4,101 +26%
MML Investors Services
13
MML Investors Services
Massachusetts
$888K 19,303 +5,239 +37%
Morgan Stanley
14
Morgan Stanley
New York
$773K 16,802 +11,477 +216%
HIM
15
Hanlon Investment Management
New Jersey
$710K 15,431 -2,691 -15%
KPWS
16
Kestra Private Wealth Services
Texas
$662K 14,380 +14,380 New
CA
17
CoreCap Advisors
Michigan
$505K 10,970 +833 +8%
KWM
18
Kingsview Wealth Management
Oregon
$459K 9,970 +9,970 New
KFG
19
Kingdom Financial Group
Arizona
$385K 8,371 +318 +4%
CRG
20
Cornerstone Retirement Group
Nevada
$281K 6,103 – –
PCIA
21
Prime Capital Investment Advisors
Kansas
$281K 6,103 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$263K 5,711 +5,711 New
FTUS
23
Flow Traders U.S.
New York
$226K 4,912 +4,912 New
BWA
24
Burt Wealth Advisors
Maryland
$206K 4,471 +4,471 New
GRP
25
Global Retirement Partners
California
$182K 4,000 – –
1
2