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FlexShares High Yield Value-Scored Bond Index Fund

60 hedge funds and large institutions have $164M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 1 closing their positions.

Holders
60
Holders Change
+10
Holders Change %
+20%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
21
Reduced
24
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$880K 21,775 -1,995 -8%
IWC
27
Integrated Wealth Concepts
Massachusetts
$819K 20,272 -198 -1%
SWRP
28
Summit Wealth & Retirement Planning
California
$748K 18,527 -87 -0.5%
CAN
29
Claraphi Advisory Network
United States
$721K 17,851 +17,851 New
RPC
30
Rossmore Private Capital
Connecticut
$678K 16,775 +16,775 New
SWA
31
Stratos Wealth Advisors
Ohio
$656K 16,247 -64 -0.4%
IIC
32
Ironwood Investment Counsel
Arizona
$646K 16,000
IFWM
33
Institute for Wealth Management
Colorado
$594K 14,714 -578 -4%
CRI
34
Colonial River Investments
Virginia
$568K 14,059 +14,059 New
BAAM
35
Baker Avenue Asset Management
California
$566K 14,005 +14,005 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$547K 13,540 -210,914 -94%
ARC
37
Advisor Resource Council
Texas
$547K 13,542 +13,542 New
SPC
38
Sigma Planning Corp
Michigan
$494K 12,231 -1,065 -8%
3LCM
39
3D/L Capital Management
Connecticut
$488K 12,080 +338 +3%
RIA
40
Regal Investment Advisors
Michigan
$391K 9,688 -36 -0.4%
VWA
41
Visionary Wealth Advisors
Illinois
$375K 9,287 +4,190 +82%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$346K 8,566 -2,206 -20%
CFAM
43
Coury Firm Asset Management
Pennsylvania
$330K 8,179 -2,727 -25%
NW
44
NewEdge Wealth
Pennsylvania
$330K 8,159 +8,159 New
CA
45
CoreCap Advisors
Michigan
$320K 7,930 -1,519 -16%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$296K 7,335 +1,265 +21%
CP
47
Castleview Partners
Texas
$247K 10,757 +8,738 +433%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$203K 5,025 -2,240 -31%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$171K 4,242 -135 -3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$89K 2,223 +2,223 New