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FlexShares Credit-Scored US Corporate Bond Index Fund

50 hedge funds and large institutions have $412M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 4550 (+5)

1% less capital invested

Capital invested by funds: $416M → $412M (-$4.12M)

3% less ownership

Funds ownership: 91.54%88.54% (-3%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
22
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$161M +$31.1M +645,715 +24%
Cerity Partners
2
Cerity Partners
New York
$92.7M +$2.54M +52,573 +3%
AWM
3
AE Wealth Management
Kansas
$30.3M +$4.4M +91,294 +17%
CNBT
4
Cornerstone National Bank & Trust
Illinois
$22M -$2.21M -45,779 -9%
TC
5
Trilogy Capital
California
$18.9M -$67.7K -1,403 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$15.1M +$3.86M +80,118 +34%
HTIM
7
Harbour Trust & Investment Management
Indiana
$14.1M -$600K -12,448 -4%
AFS
8
Anderson Financial Strategies
Ohio
$8.93M +$9.03M +187,301 New
HB
9
Horizon Bancorp
Indiana
$7.62M -$3.01M -62,479 -28%
I
10
INVST
Indiana
$5.09M -$102K -2,115 -2%
Stifel Financial
11
Stifel Financial
Missouri
$4.78M +$105K +2,179 +2%
BCM
12
Boltwood Capital Management
California
$4.22M -$5.59K -116 -0.1%
LPL Financial
13
LPL Financial
California
$3.54M +$405K +8,394 +13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.49M +$158K +3,279 +5%
KPWS
15
Kestra Private Wealth Services
Texas
$2.43M +$134K +2,785 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$2.02M +$454K +9,423 +29%
Bank of America
17
Bank of America
North Carolina
$2M -$3.51M -72,679 -63%
FTUS
18
Flow Traders U.S.
New York
$1.31M -$2.14M -44,402 -62%
HA
19
Herold Advisors
New York
$1.19M +$1.2M +24,885 New
NFG
20
Nations Financial Group
Iowa
$1.15M +$211K +4,365 +22%
CTWM
21
Cherry Tree Wealth Management
Minnesota
$1.15M +$31.2K +646 +3%
TWP
22
Triad Wealth Partners
Kansas
$1.14M -$2.3M -47,762 -67%
ECA
23
Elevated Capital Advisors
Utah
$961K +$115K +2,389 +13%
IAA
24
Independent Advisor Alliance
North Carolina
$937K +$739K +15,320 +354%
CA
25
CoreCap Advisors
Michigan
$842K +$79K +1,638 +10%

SKOR Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2024, worth a combined $412M — down 0.99% from $416M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SKOR positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Northern Trust, adding an estimated $31.1M. The largest seller was Jane Street, cutting an estimated $33.2M.

  • 50 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2024, up from 45 in Q3 2024.
  • Funds reported $412M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2024, down 0.99% quarter-over-quarter.
  • 11 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2024 was Northern Trust, an estimated $31.1M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2024 was Jane Street, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2024.