We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

44 hedge funds and large institutions have $87.2M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

45% more capital invested

Capital invested by funds: $60.3M → $87.2M (+$26.9M)

19% more funds holding

Funds holding: 3744 (+7)

14.6% more ownership

Funds ownership: 47.55%62.16% (+15%)

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
21
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$542K -$58.4K -1,177 -10%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$515K +$41.7K +840 +9%
Bank of America
28
Bank of America
North Carolina
$487K +$160K +3,232 +50%
HIP
29
HUB Investment Partners
Texas
$376K -$7.99K -161 -2%
SPC
30
Sigma Planning Corp
Michigan
$372K +$27.1K +545 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$327K +$66.7K +1,343 +26%
3LCM
32
3D/L Capital Management
Connecticut
$307K -$1.41M -28,387 -82%
Truist Financial
33
Truist Financial
North Carolina
$222K
CT
34
Columbia Trust
Oregon
$208K
Osaic Holdings
35
Osaic Holdings
Arizona
$87K -$91.7K -1,847 -52%
APA
36
American Portfolios Advisors
New York
$69.2K
HI
37
Harbour Investments
Wisconsin
$48K +$2.53K +51 +6%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$28K -$3.72K -75 -12%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$26K -$19.4K -390 -43%
CP
40
Castleview Partners
Texas
$21K +$20.6K +415 New
MAM
41
Meeder Asset Management
Ohio
$8K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2K +$1.99K +40 New
SWG
43
Summit Wealth Group
Vermont
$1K +$794 +16 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
-$435K -8,800 Closed
Wells Fargo
45
Wells Fargo
California
-$7.45K -150 -99%

HYGV Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) for Q2 2021, worth a combined $87.2M — up 45% from $60.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYGV positions and 2 closed out — a net gain of 7 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was Northern Trust, adding an estimated $37.4M. The largest seller was 3D/L Capital Management, cutting an estimated $1.41M.

  • 44 institutional investors held FlexShares High Yield Value-Scored Bond Index Fund (HYGV) as of Q2 2021, up from 37 in Q1 2021.
  • Funds reported $87.2M of FlexShares High Yield Value-Scored Bond Index Fund stock for Q2 2021, up 45% quarter-over-quarter.
  • 9 funds opened new FlexShares High Yield Value-Scored Bond Index Fund positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund buyer in Q2 2021 was Northern Trust, an estimated $37.4M added.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund seller in Q2 2021 was 3D/L Capital Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q2 2021.