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FlexShares High Yield Value-Scored Bond Index Fund

106 hedge funds and large institutions have $894M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

5% more funds holding

Funds holding: 101106 (+5)

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.45% less ownership

Funds ownership: 80.6%80.16% (-0.45%)

6% less capital invested

Capital invested by funds: $949M → $894M (-$54.6M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
37
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$685M -$52.3M -1,287,486 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.2M -$2.17M -53,348 -7%
Morgan Stanley
3
Morgan Stanley
New York
$24.6M +$5.29M +130,306 +27%
Bank of America
4
Bank of America
North Carolina
$20.6M +$2.33M +57,462 +13%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$13.9M -$1.04M -25,643 -7%
UBG
6
United Bank (Georgia)
Georgia
$9.69M +$235K +5,781 +2%
BCM
7
Boltwood Capital Management
California
$9.36M -$2.45M -60,334 -21%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.5M -$2.06M -50,609 -19%
SWASL
9
Spartan Wealth Advisory Services LLC
Michigan
$7.51M +$7.61M +187,473 New
FNWM
10
Financial Network Wealth Management
Utah
$7.48M +$500K +12,317 +7%
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$6.73M +$613K +15,097 +10%
LPL Financial
12
LPL Financial
California
$5.93M -$579K -14,254 -9%
HB
13
Horizon Bancorp
Indiana
$5.18M +$188K +4,634 +4%
FUBT
14
First United Bank & Trust
Maryland
$4.29M +$97.8K +2,408 +2%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.13M +$322K +7,940 +8%
PNC
16
Park National Corp
Ohio
$2.91M -$1.37M -33,752 -32%
EV
17
EJMK Ventures
Illinois
$2.88M +$1.7M +41,857 +139%
TWM
18
TRB Wealth Management
Texas
$2.83M +$2.87M +70,555 New
JFG
19
Jefferies Financial Group
New York
$2.73M +$2.76M +68,066 New
IPW
20
Impact Partnership Wealth
Georgia
$2.23M +$471K +11,609 +26%
GHA
21
Granite Harbor Advisors
Texas
$2.18M -$260K -6,410 -11%
VA
22
VestGen Advisors
Illinois
$2.16M +$2.19M +53,872 New
MLM
23
Mount Lucas Management
Pennsylvania
$2.16M +$212K +5,224 +11%
HIM
24
Hanlon Investment Management
New Jersey
$2.16M -$200K -4,913 -8%
OMC
25
Old Mission Capital
Illinois
$2.11M +$2.14M +52,781 New