We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

55 hedge funds and large institutions have $152M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $110M → $152M (+$42.6M)

31% more funds holding

Funds holding: 4255 (+13)

1.1% more ownership

Funds ownership: 76.48%77.58% (+1.1%)

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
17
Increased
24
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
26
Summit Wealth & Retirement Planning
California
$898K -$282K -5,712 -24%
IFWM
27
Institute for Wealth Management
Colorado
$892K +$98.8K +2,003 +12%
Bank of America
28
Bank of America
North Carolina
$801K +$5.08K +103 +0.6%
IIC
29
Ironwood Investment Counsel
Arizona
$783K
ARC
30
Advisor Resource Council
Texas
$721K +$726K +14,714 New
HIM
31
Hanlon Investment Management
New Jersey
$679K -$223K -4,519 -25%
SPC
32
Sigma Planning Corp
Michigan
$623K +$229K +4,646 +58%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$621K +$93.9K +1,903 +18%
Osaic Holdings
34
Osaic Holdings
Arizona
$562K +$496K +10,047 +709%
NL
35
NWAM LLC
Washington
$492K
3LCM
36
3D/L Capital Management
Connecticut
$461K +$6.66K +135 +1%
CFAM
37
Coury Firm Asset Management
Pennsylvania
$401K +$403K +8,179 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$332K -$250K -5,067 -43%
CA
39
CoreCap Advisors
Michigan
$239K +$241K +4,877 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$229K +$3.85K +78 +2%
CT
41
Columbia Trust
Oregon
$207K
SSWM
42
Sheets Smith Wealth Management
North Carolina
$202K +$740 +15 +0.4%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$187K +$189K +3,827 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$85K +$65.5K +1,328 +326%
APA
45
American Portfolios Advisors
New York
$67.6K
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$56K +$56.2K +1,140 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$45K +$1.08K +22 +2%
HI
48
Harbour Investments
Wisconsin
$34K -$17.2K -349 -34%
NFSG
49
Newbridge Financial Services Group
Florida
$24K +$24.7K +500 New
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$10K +$10.5K +212 New