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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

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.

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
–

Top Buyers

1
RW
1
REDW Wealth
New Mexico
$21.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$10.6M
3
UBG
3
United Bank (Georgia)
Georgia
$8.82M
4
Jane Street
4
Jane Street
New York
$4.31M
5
Northern Trust
5
Northern Trust
Illinois
$22.9M

Top Sellers

1
AP
1
Advisors Preferred
Maryland
$0
2
FTUS
2
Flow Traders U.S.
New York
$4.9M
3
HIP
3
HUB Investment Partners
Texas
$0
4
SWRP
4
Summit Wealth & Retirement Planning
California
$898K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$332K
Name Market Value Shares Shares
Change 		Shares
Change %
SWRP
26
Summit Wealth & Retirement Planning
California
$898K 18,339 -5,712 -24%
IFWM
27
Institute for Wealth Management
Colorado
$892K 18,207 +2,003 +12%
Bank of America
28
Bank of America
North Carolina
$801K 16,354 +103 +0.6%
IIC
29
Ironwood Investment Counsel
Arizona
$783K 16,000 – –
ARC
30
Advisor Resource Council
Texas
$721K 14,714 +14,714 New
HIM
31
Hanlon Investment Management
New Jersey
$679K 13,862 -4,519 -25%
SPC
32
Sigma Planning Corp
Michigan
$623K 12,721 +4,646 +58%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$621K 12,675 +1,903 +18%
Osaic Holdings
34
Osaic Holdings
Arizona
$562K 11,465 +10,047 +709%
NL
35
NWAM LLC
Washington
$492K 10,048 – –
3LCM
36
3D/L Capital Management
Connecticut
$461K 9,411 +135 +1%
CFAM
37
Coury Firm Asset Management
Pennsylvania
$401K 8,179 +8,179 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$332K 6,755 -5,067 -43%
CA
39
CoreCap Advisors
Michigan
$239K 4,877 +4,877 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$229K 4,674 +78 +2%
CT
41
Columbia Trust
Oregon
$207K 4,149 – –
SSWM
42
Sheets Smith Wealth Management
North Carolina
$202K 4,115 +15 +0.4%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$187K 3,827 +3,827 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$85K 1,735 +1,328 +326%
APA
45
American Portfolios Advisors
New York
$67.6K 1,380 – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$56K 1,140 +1,140 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$45K 921 +22 +2%
HI
48
Harbour Investments
Wisconsin
$34K 691 -349 -34%
NFSG
49
Newbridge Financial Services Group
Florida
$24K 500 +500 New
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$10K 212 +212 New
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2
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