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

56 hedge funds and large institutions have $430M 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, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
20
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$14.5M
2
Morgan Stanley
Morgan Stanley
New York
+$11.5M
3
Northern Trust
Northern Trust
Illinois
+$6.15M
4
Cerity Partners
Cerity Partners
New York
+$3.21M
5
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$2.67M

Top Sellers

1
TC
Trilogy Capital
California
-$16.3M
2
I
INVST
Indiana
-$1.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$778K
4
Citadel Advisors
Citadel Advisors
Florida
-$728K
5
MA
Mutual Advisors
Nebraska
-$581K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$169M +$6.15M +127,314 +4%
Cerity Partners
2
Cerity Partners
New York
$97.1M +$3.21M +66,407 +3%
AWM
3
AE Wealth Management
Kansas
$45.3M +$14.5M +300,730 +47%
Morgan Stanley
4
Morgan Stanley
New York
$26.8M +$11.5M +238,026 +75%
HTIM
5
Harbour Trust & Investment Management
Indiana
$14.8M +$564K +11,673 +4%
AFS
6
Anderson Financial Strategies
Ohio
$9.94M +$884K +18,299 +10%
HB
7
Horizon Bancorp
Indiana
$7.81M +$92.6K +1,915 +1%
Stifel Financial
8
Stifel Financial
Missouri
$5.18M +$342K +7,070 +7%
BCM
9
Boltwood Capital Management
California
$4.01M -$273K -5,649 -6%
I
10
INVST
Indiana
$3.96M -$1.2M -24,835 -23%
LPL Financial
11
LPL Financial
California
$3.93M +$337K +6,968 +9%
TC
12
Trilogy Capital
California
$2.88M -$16.3M -336,387 -85%
Bank of America
13
Bank of America
North Carolina
$2.87M +$842K +17,419 +41%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.75M -$778K -16,106 -22%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.67M +$2.67M +55,185 New
KPWS
16
Kestra Private Wealth Services
Texas
$2.52M +$56.6K +1,171 +2%
TAP
17
Tounjian Advisory Partners
Florida
$2.24M +$2.24M +46,304 New
FB
18
Finward Bancorp
Indiana
$2.23M +$2.23M +46,185 New
HA
19
Herold Advisors
New York
$2.22M +$1.02M +21,149 +85%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.89M +$1.89M +39,184 New
Jane Street
21
Jane Street
New York
$1.41M +$1.15M +23,726 +441%
Citadel Advisors
22
Citadel Advisors
Florida
$1.32M -$728K -15,061 -36%
IAA
23
Independent Advisor Alliance
North Carolina
$1.25M +$298K +6,166 +31%
CTWM
24
Cherry Tree Wealth Management
Minnesota
$1.16M – – –
CCA
25
Cottonwood Capital Advisors
Utah
$1.16M +$1.16M +23,949 New
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