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FlexShares High Yield Value-Scored Bond Index Fund

50 hedge funds and large institutions have $169M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $152M → $169M (+$16.8M)

6.94% more ownership

Funds ownership: 77.58%84.52% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 5550 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
32
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$948K -$12.6K -268 -1%
SWRP
27
Summit Wealth & Retirement Planning
California
$862K +$13K +275 +1%
SWA
28
Stratos Wealth Advisors
Ohio
$756K +$769K +16,311 New
IIC
29
Ironwood Investment Counsel
Arizona
$741K
IFWM
30
Institute for Wealth Management
Colorado
$708K -$137K -2,915 -16%
SPC
31
Sigma Planning Corp
Michigan
$616K +$27.1K +575 +5%
3LCM
32
3D/L Capital Management
Connecticut
$544K +$110K +2,331 +25%
CFAM
33
Coury Firm Asset Management
Pennsylvania
$505K +$129K +2,727 +33%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$499K -$89.7K -1,903 -15%
RIA
35
Regal Investment Advisors
Michigan
$450K +$458K +9,724 New
CA
36
CoreCap Advisors
Michigan
$438K +$215K +4,572 +94%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$337K +$148K +3,150 +77%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$281K +$65.8K +1,396 +30%
Citadel Advisors
39
Citadel Advisors
Florida
$254K -$3.3M -70,083 -93%
VWA
40
Visionary Wealth Advisors
Illinois
$236K +$240K +5,097 New
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$203K +$25.9K +550 +14%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$180K -$136K -2,891 -43%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$118K +$66.7K +1,416 +124%
Osaic Holdings
44
Osaic Holdings
Arizona
$101K -$438K -9,297 -81%
CP
45
Castleview Partners
Texas
$93K -$3.48M -73,915 -97%
APA
46
American Portfolios Advisors
New York
$63.9K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$15.1K +320 +35%
NFSG
48
Newbridge Financial Services Group
Florida
$30K +$6.74K +143 +29%
Wells Fargo
49
Wells Fargo
California
$9K +$9.38K +199 +19,900%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$2K