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

38 hedge funds and large institutions have $318M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
19
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$112M
2
Jane Street
Jane Street
New York
$7.6M
3
TC
Trilogy Capital
California
$18.3M
4
AWM
AE Wealth Management
Kansas
$21.9M
5
HB
Horizon Bancorp
Indiana
$8.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$5.08M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
I
INVST
Indiana
$5.36M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$0
5
GRP
Global Retirement Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$112M +$27.5M +580,267 +33%
Cerity Partners
2
Cerity Partners
New York
$88.3M +$1.3M +27,444 +1%
AWM
3
AE Wealth Management
Kansas
$21.9M +$4.3M +90,497 +24%
TC
4
Trilogy Capital
California
$18.3M +$4.85M +102,192 +36%
HTIM
5
Harbour Trust & Investment Management
Indiana
$14.3M +$159K +3,345 +1%
HB
6
Horizon Bancorp
Indiana
$8.93M +$4.05M +85,288 +83%
Jane Street
7
Jane Street
New York
$7.6M +$7.6M +160,015 New
Morgan Stanley
8
Morgan Stanley
New York
$6.12M +$3.75M +79,033 +158%
I
9
INVST
Indiana
$5.36M -$246K -5,222 -4%
Bank of America
10
Bank of America
North Carolina
$5.08M -$3.81M -80,236 -43%
TWP
11
Triad Wealth Partners
Kansas
$4.76M +$757K +15,944 +19%
Stifel Financial
12
Stifel Financial
Missouri
$4.4M +$435K +9,166 +11%
BCM
13
Boltwood Capital Management
California
$4.26M +$39.9K +840 +0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.1M +$278K +5,849 +10%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.16M +$2.16M +45,325 New
LPL Financial
16
LPL Financial
California
$2.14M -$60.4K -1,272 -3%
KPWS
17
Kestra Private Wealth Services
Texas
$1.97M +$118K +2,476 +6%
CTWM
18
Cherry Tree Wealth Management
Minnesota
$1.17M +$4.13K +87 +0.4%
Citadel Advisors
19
Citadel Advisors
Florida
$1.04M +$1.04M +21,949 New
NFG
20
Nations Financial Group
Iowa
$972K -$112K -2,356 -10%
CA
21
CoreCap Advisors
Michigan
$713K +$10.3K +217 +1%
HIM
22
Hanlon Investment Management
New Jersey
$658K +$51.8K +1,091 +9%
MA
23
Mutual Advisors
Nebraska
$530K +$235K +4,888 +79%
RWA
24
Redhawk Wealth Advisors
Minnesota
$406K -$28.6K -603 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$368K -$7.6K -160 -2%
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