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FlexShares High Yield Value-Scored Bond Index Fund

42 hedge funds and large institutions have $110M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

26% more capital invested

Capital invested by funds: $87.2M → $110M (+$22.5M)

14.32% more ownership

Funds ownership: 62.16%76.48% (+14%)

5% less funds holding

Funds holding: 4442 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
25
Reduced
6
Closed
7
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
$537K -$2.44K -49 -0.5%
NL
27
NWAM LLC
Washington
$501K +$501K +10,048 New
3LCM
28
3D/L Capital Management
Connecticut
$462K +$157K +3,151 +51%
SPC
29
Sigma Planning Corp
Michigan
$402K +$32.9K +660 +9%
HIP
30
HUB Investment Partners
Texas
$364K -$10.3K -206 -3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$229K +$229K +4,596 New
CT
32
Columbia Trust
Oregon
$207K
SSWM
33
Sheets Smith Wealth Management
North Carolina
$204K +$205K +4,100 New
Osaic Holdings
34
Osaic Holdings
Arizona
$70K -$15.3K -306 -18%
APA
35
American Portfolios Advisors
New York
$68.8K
HI
36
Harbour Investments
Wisconsin
$52K +$3.69K +74 +8%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$17.2K +344 +62%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$20K -$5.49K -110 -21%
MAM
39
Meeder Asset Management
Ohio
$8K
UBS Group
40
UBS Group
Switzerland
$5K +$5.44K +109 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2K +$499 +10 +25%
IPW
42
IronBridge Private Wealth
Texas
-$5.81M -115,892 Closed
Jane Street
43
Jane Street
New York
-$2.67M -53,260 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$1.59M -31,789 Closed
ARC
45
Advisor Resource Council
Texas
-$673K -13,434 Closed
OMC
46
Old Mission Capital
Illinois
-$579K -11,549 Closed
Truist Financial
47
Truist Financial
North Carolina
-$222K -4,433 Closed
SWG
48
Summit Wealth Group
Vermont
-$1K -16 Closed