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FlexShares Credit-Scored US Corporate Bond Index Fund

57 hedge funds and large institutions have $450M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

14% more funds holding

Funds holding: 5057 (+7)

9% more capital invested

Capital invested by funds: $412M → $450M (+$37.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.76% less ownership

Funds ownership: 88.54%87.78% (-0.76%)

Holders
57
Holders Change
+7
Holders Change %
+14%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
20
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$169M +$6.11M +127,314 +4%
Cerity Partners
2
Cerity Partners
New York
$97.1M +$3.19M +66,407 +3%
AWM
3
AE Wealth Management
Kansas
$45.3M +$14.4M +300,730 +47%
Morgan Stanley
4
Morgan Stanley
New York
$26.8M +$11.4M +238,026 +75%
CNBT
5
Cornerstone National Bank & Trust
Illinois
$20.1M -$2.19M -45,589 -10%
HTIM
6
Harbour Trust & Investment Management
Indiana
$14.8M +$560K +11,673 +4%
AFS
7
Anderson Financial Strategies
Ohio
$9.94M +$878K +18,299 +10%
HB
8
Horizon Bancorp
Indiana
$7.81M +$91.9K +1,915 +1%
Stifel Financial
9
Stifel Financial
Missouri
$5.18M +$339K +7,070 +7%
BCM
10
Boltwood Capital Management
California
$4.01M -$271K -5,649 -6%
I
11
INVST
Indiana
$3.96M -$1.19M -24,835 -23%
LPL Financial
12
LPL Financial
California
$3.93M +$334K +6,968 +9%
TC
13
Trilogy Capital
California
$2.88M -$16.1M -336,387 -85%
Bank of America
14
Bank of America
North Carolina
$2.87M +$836K +17,419 +41%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.75M -$773K -16,106 -22%
VFPW
16
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.67M +$2.65M +55,185 New
KPWS
17
Kestra Private Wealth Services
Texas
$2.52M +$56.2K +1,171 +2%
TAP
18
Tounjian Advisory Partners
Florida
$2.24M +$2.22M +46,304 New
FB
19
Finward Bancorp
Indiana
$2.23M +$2.22M +46,185 New
HA
20
Herold Advisors
New York
$2.22M +$1.01M +21,149 +85%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.89M +$1.88M +39,184 New
Jane Street
22
Jane Street
New York
$1.41M +$1.14M +23,726 +441%
Citadel Advisors
23
Citadel Advisors
Florida
$1.32M -$723K -15,061 -36%
IAA
24
Independent Advisor Alliance
North Carolina
$1.25M +$296K +6,166 +31%
CTWM
25
Cherry Tree Wealth Management
Minnesota
$1.16M

SKOR Hedge Fund Activity: Q1 2025 in Review

57 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q1 2025, worth a combined $450M — up 9.2% from $412M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SKOR positions and 9 closed out — a net gain of 7 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $14.4M. The largest seller was Trilogy Capital, cutting an estimated $16.1M.

  • 57 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $450M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q1 2025, up 9.2% quarter-over-quarter.
  • 16 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q1 2025 and 9 closed out, a net change of +7 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q1 2025 was AE Wealth Management, an estimated $14.4M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q1 2025 was Trilogy Capital, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2025.