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

35 hedge funds and large institutions have $252M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HTIM
1
Harbour Trust & Investment Management
Indiana
$14.2M
2
Northern Trust
2
Northern Trust
Illinois
$71.2M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$10M
4
I
4
INVST
Indiana
$5.38M
5
AWM
5
AE Wealth Management
Kansas
$13.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.57M
2
Cerity Partners
2
Cerity Partners
New York
$89.4M
3
BCM
3
Boltwood Capital Management
California
$4.44M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$333K
5
TC
5
Trilogy Capital
California
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$89.4M 1,863,795 -28,795 -2%
Northern Trust
2
Northern Trust
Illinois
$71.2M 1,484,363 +213,151 +17%
HTIM
3
Harbour Trust & Investment Management
Indiana
$14.2M 295,675 +295,675 New
TC
4
Trilogy Capital
California
$13.6M 283,817 -11,668 -4%
AWM
5
AE Wealth Management
Kansas
$13.3M 277,723 +50,934 +22%
RWA
6
Redhawk Wealth Advisors
Minnesota
$10M 208,723 +208,723 New
Bank of America
7
Bank of America
North Carolina
$5.73M 119,429 +18,122 +18%
I
8
INVST
Indiana
$5.38M 112,703 +112,703 New
BCM
9
Boltwood Capital Management
California
$4.44M 92,662 -15,804 -15%
Stifel Financial
10
Stifel Financial
Missouri
$3.8M 79,263 +39,595 +100%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.82M 58,728 -5,556 -9%
Morgan Stanley
12
Morgan Stanley
New York
$2.76M 57,542 +40,740 +242%
Jane Street
13
Jane Street
New York
$2.57M 53,570 -65,392 -55%
Citadel Advisors
14
Citadel Advisors
Florida
$2.23M 46,444 +46,444 New
LPL Financial
15
LPL Financial
California
$2.15M 44,836 -3,747 -8%
KPWS
16
Kestra Private Wealth Services
Texas
$1.48M 30,936 +16,556 +115%
CTWM
17
Cherry Tree Wealth Management
Minnesota
$1.21M 25,253 +471 +2%
NFG
18
Nations Financial Group
Iowa
$987K 20,573 +680 +3%
OMC
19
Old Mission Capital
Illinois
$750K 15,628 +15,628 New
CA
20
CoreCap Advisors
Michigan
$593K 12,353 +1,383 +13%
HIM
21
Hanlon Investment Management
New Jersey
$578K 12,054 -3,377 -22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$548K 11,419 +11,419 New
KFG
23
Kingdom Financial Group
Arizona
$514K 10,706 +2,335 +28%
MML Investors Services
24
MML Investors Services
Massachusetts
$333K 6,949 -12,354 -64%
BWA
25
Burt Wealth Advisors
Maryland
$332K 6,923 +2,452 +55%
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