HYGV icon

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.

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 Market Value Shares Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$948K 20,470 -268 -1%
SWRP
27
Summit Wealth & Retirement Planning
California
$862K 18,614 +275 +1%
SWA
28
Stratos Wealth Advisors
Ohio
$756K 16,311 +16,311 New
IIC
29
Ironwood Investment Counsel
Arizona
$741K 16,000
IFWM
30
Institute for Wealth Management
Colorado
$708K 15,292 -2,915 -16%
SPC
31
Sigma Planning Corp
Michigan
$616K 13,296 +575 +5%
3LCM
32
3D/L Capital Management
Connecticut
$544K 11,742 +2,331 +25%
CFAM
33
Coury Firm Asset Management
Pennsylvania
$505K 10,906 +2,727 +33%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$499K 10,772 -1,903 -15%
RIA
35
Regal Investment Advisors
Michigan
$450K 9,724 +9,724 New
CA
36
CoreCap Advisors
Michigan
$438K 9,449 +4,572 +94%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$337K 7,265 +3,150 +77%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$281K 6,070 +1,396 +30%
Citadel Advisors
39
Citadel Advisors
Florida
$254K 5,479 -70,083 -93%
VWA
40
Visionary Wealth Advisors
Illinois
$236K 5,097 +5,097 New
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$203K 4,377 +550 +14%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$180K 3,864 -2,891 -43%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$118K 2,556 +1,416 +124%
Osaic Holdings
44
Osaic Holdings
Arizona
$101K 2,168 -9,297 -81%
CP
45
Castleview Partners
Texas
$93K 2,019 -73,915 -97%
APA
46
American Portfolios Advisors
New York
$63.9K 1,380
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$57K 1,241 +320 +35%
NFSG
48
Newbridge Financial Services Group
Florida
$30K 643 +143 +29%
Wells Fargo
49
Wells Fargo
California
$9K 200 +199 +19,900%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$2K 50