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FlexShares Credit-Scored US Corporate Bond Index Fund

45 hedge funds and large institutions have $416M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $343M → $416M (+$73.2M)

15% more funds holding

Funds holding: 3945 (+6)

5.6% more ownership

Funds ownership: 85.94%91.54% (+5.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$134M +$18M +371,546 +16%
Cerity Partners
2
Cerity Partners
New York
$92.9M +$1.47M +30,413 +2%
Jane Street
3
Jane Street
New York
$34.1M +$25.9M +534,321 +334%
AWM
4
AE Wealth Management
Kansas
$26.7M +$4.02M +82,905 +18%
CNBT
5
Cornerstone National Bank & Trust
Illinois
$24.9M -$795K -16,420 -3%
TC
6
Trilogy Capital
California
$19.5M +$532K +10,976 +3%
HTIM
7
Harbour Trust & Investment Management
Indiana
$15.1M +$270K +5,583 +2%
Morgan Stanley
8
Morgan Stanley
New York
$11.6M +$5.22M +107,752 +84%
HB
9
Horizon Bancorp
Indiana
$10.9M +$1.65M +34,148 +18%
Bank of America
10
Bank of America
North Carolina
$5.63M +$374K +7,716 +7%
I
11
INVST
Indiana
$5.35M -$225K -4,648 -4%
Stifel Financial
12
Stifel Financial
Missouri
$4.81M +$262K +5,404 +6%
BCM
13
Boltwood Capital Management
California
$4.36M -$52.2K -1,078 -1%
FTUS
14
Flow Traders U.S.
New York
$3.53M +$3.48M +71,918 New
TWP
15
Triad Wealth Partners
Kansas
$3.52M -$1.39M -28,604 -29%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.43M +$217K +4,482 +7%
LPL Financial
17
LPL Financial
California
$3.24M +$1.01M +20,830 +46%
KPWS
18
Kestra Private Wealth Services
Texas
$2.37M +$321K +6,628 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$1.62M +$533K +11,008 +50%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$1.15M -$60.7K -1,254 -5%
NFG
21
Nations Financial Group
Iowa
$968K -$37.2K -768 -4%
ECA
22
Elevated Capital Advisors
Utah
$872K +$860K +17,748 New
CA
23
CoreCap Advisors
Michigan
$786K +$47.4K +979 +7%
HIM
24
Hanlon Investment Management
New Jersey
$641K -$39.8K -821 -6%
MA
25
Mutual Advisors
Nebraska
$576K +$41.7K +861 +8%

SKOR Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q3 2024, worth a combined $416M — up 21% from $343M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SKOR positions and 4 closed out — a net gain of 6 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $25.9M. The largest seller was Bank of Montreal, cutting an estimated $2.12M.

  • 45 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q3 2024, up from 39 in Q2 2024.
  • Funds reported $416M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q3 2024, up 21% quarter-over-quarter.
  • 10 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q3 2024 was Jane Street, an estimated $25.9M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q3 2024 was Bank of Montreal, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2024.