We are live on ! Find out more
HYGV icon

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.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

20% more funds holding

Funds holding: 5060 (+10)

5.21% more ownership

Funds ownership: 84.52%89.73% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $169M → $164M (-$5.61M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

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 Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$880K -$86.5K -1,995 -8%
IWC
27
Integrated Wealth Concepts
Massachusetts
$819K -$8.58K -198 -1%
SWRP
28
Summit Wealth & Retirement Planning
California
$748K -$3.77K -87 -0.5%
CAN
29
Claraphi Advisory Network
United States
$721K +$774K +17,851 New
RPC
30
Rossmore Private Capital
Connecticut
$678K +$727K +16,775 New
SWA
31
Stratos Wealth Advisors
Ohio
$656K -$2.77K -64 -0.4%
IIC
32
Ironwood Investment Counsel
Arizona
$646K
IFWM
33
Institute for Wealth Management
Colorado
$594K -$25K -578 -4%
CRI
34
Colonial River Investments
Virginia
$568K +$609K +14,059 New
BAAM
35
Baker Avenue Asset Management
California
$566K +$607K +14,005 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$547K -$9.14M -210,914 -94%
ARC
37
Advisor Resource Council
Texas
$547K +$587K +13,542 New
SPC
38
Sigma Planning Corp
Michigan
$494K -$46.2K -1,065 -8%
3LCM
39
3D/L Capital Management
Connecticut
$488K +$14.6K +338 +3%
RIA
40
Regal Investment Advisors
Michigan
$391K -$1.56K -36 -0.4%
VWA
41
Visionary Wealth Advisors
Illinois
$375K +$182K +4,190 +82%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$346K -$95.6K -2,206 -20%
CFAM
43
Coury Firm Asset Management
Pennsylvania
$330K -$118K -2,727 -25%
NW
44
NewEdge Wealth
Pennsylvania
$330K +$354K +8,159 New
CA
45
CoreCap Advisors
Michigan
$320K -$65.8K -1,519 -16%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$296K +$54.8K +1,265 +21%
CP
47
Castleview Partners
Texas
$247K +$379K +8,738 +433%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$203K -$97.1K -2,240 -31%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$171K -$5.85K -135 -3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$89K +$96.3K +2,223 New