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FlexShares Credit-Scored US Corporate Bond Index Fund

49 hedge funds and large institutions have $390M 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, 13 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.65%
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
22
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$161M 3,371,891 +645,715 +24%
Cerity Partners
2
Cerity Partners
New York
$92.7M 1,943,273 +52,573 +3%
AWM
3
AE Wealth Management
Kansas
$30.3M 635,805 +91,294 +17%
TC
4
Trilogy Capital
California
$18.9M 396,050 -1,403 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$15.1M 316,837 +80,118 +34%
HTIM
6
Harbour Trust & Investment Management
Indiana
$14.1M 294,930 -12,448 -4%
AFS
7
Anderson Financial Strategies
Ohio
$8.93M 187,301 +187,301 New
HB
8
Horizon Bancorp
Indiana
$7.62M 159,728 -62,479 -28%
I
9
INVST
Indiana
$5.09M 106,795 -2,115 -2%
Stifel Financial
10
Stifel Financial
Missouri
$4.78M 100,189 +2,179 +2%
BCM
11
Boltwood Capital Management
California
$4.22M 88,571 -116 -0.1%
LPL Financial
12
LPL Financial
California
$3.54M 74,266 +8,394 +13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.49M 73,109 +3,279 +5%
KPWS
14
Kestra Private Wealth Services
Texas
$2.43M 50,935 +2,785 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$2.02M 42,380 +9,423 +29%
Bank of America
16
Bank of America
North Carolina
$2M 41,991 -72,679 -63%
FTUS
17
Flow Traders U.S.
New York
$1.31M 27,516 -44,402 -62%
HA
18
Herold Advisors
New York
$1.19M 24,885 +24,885 New
NFG
19
Nations Financial Group
Iowa
$1.15M 24,067 +4,365 +22%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$1.15M 24,014 +646 +3%
TWP
21
Triad Wealth Partners
Kansas
$1.14M 23,924 -47,762 -67%
ECA
22
Elevated Capital Advisors
Utah
$961K 20,137 +2,389 +13%
IAA
23
Independent Advisor Alliance
North Carolina
$937K 19,644 +15,320 +354%
CA
24
CoreCap Advisors
Michigan
$842K 17,646 +1,638 +10%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$835K 17,496 +10,379 +146%