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

33 hedge funds and large institutions have $267M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
18
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$84.8M
2
HB
2
Horizon Bancorp
Indiana
$4.91M
3
AWM
3
AE Wealth Management
Kansas
$17.7M
4
TWP
4
Triad Wealth Partners
Kansas
$4.03M
5
Bank of America
5
Bank of America
North Carolina
$8.94M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$438K
2
Jane Street
2
Jane Street
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Cerity Partners
4
Cerity Partners
New York
$87.6M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$87.6M 1,832,843 -30,952 -2%
Northern Trust
2
Northern Trust
Illinois
$84.8M 1,774,363 +290,000 +20%
AWM
3
AE Wealth Management
Kansas
$17.7M 371,109 +93,386 +34%
HTIM
4
Harbour Trust & Investment Management
Indiana
$14.3M 298,450 +2,775 +0.9%
TC
5
Trilogy Capital
California
$13.6M 284,285 +468 +0.2%
Bank of America
6
Bank of America
North Carolina
$8.94M 187,190 +67,761 +57%
I
7
INVST
Indiana
$5.63M 118,780 +6,077 +5%
HB
8
Horizon Bancorp
Indiana
$4.91M 102,771 +102,771 New
BCM
9
Boltwood Capital Management
California
$4.25M 88,925 -3,737 -4%
TWP
10
Triad Wealth Partners
Kansas
$4.03M 84,346 +84,346 New
Stifel Financial
11
Stifel Financial
Missouri
$3.99M 83,440 +4,177 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.84M 59,499 +771 +1%
Morgan Stanley
13
Morgan Stanley
New York
$2.39M 49,934 -7,608 -13%
LPL Financial
14
LPL Financial
California
$2.21M 46,314 +1,478 +3%
KPWS
15
Kestra Private Wealth Services
Texas
$1.87M 39,046 +8,110 +26%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.84M 38,580 +27,161 +238%
CTWM
17
Cherry Tree Wealth Management
Minnesota
$1.17M 24,535 -718 -3%
NFG
18
Nations Financial Group
Iowa
$1.09M 22,826 +2,253 +11%
CA
19
CoreCap Advisors
Michigan
$708K 14,812 +2,459 +20%
HIM
20
Hanlon Investment Management
New Jersey
$610K 12,771 +717 +6%
RWA
21
Redhawk Wealth Advisors
Minnesota
$438K 9,162 -199,561 -96%
MML Investors Services
22
MML Investors Services
Massachusetts
$378K 7,907 +958 +14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$320K 6,705 +2,065 +45%
MA
24
Mutual Advisors
Nebraska
$294K 6,149 +6,149 New
BWA
25
Burt Wealth Advisors
Maryland
$286K 5,977 -946 -14%
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