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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

60 hedge funds and large institutions have $166M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
27
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.62M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.7M
4
LFA
4
Landmark Financial Advisors
Kentucky
$1.41M
5
BCM
5
Boltwood Capital Management
California
$10.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.75M
2
MWAM
2
Manhattan West Asset Management
California
$0
3
RW
3
REDW Wealth
New Mexico
$16M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$0
5
RW
5
RVW Wealth
California
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPC
26
Rossmore Private Capital
Connecticut
$1.05M +$399K +10,200 +61%
FA
27
Fiducient Advisors
Illinois
$842K -$91.9K -2,351 -10%
Bank of America
28
Bank of America
North Carolina
$782K -$69.1K -1,768 -8%
SFS
29
Sowell Financial Services
Arkansas
$774K +$774K +19,797 New
CRI
30
Colonial River Investments
Virginia
$766K +$217K +5,541 +39%
SWRP
31
Summit Wealth & Retirement Planning
California
$714K -$9.77K -250 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$577K +$47.4K +1,213 +9%
IIC
33
Ironwood Investment Counsel
Arizona
$566K -$58.6K -1,500 -9%
SWA
34
Stratos Wealth Advisors
Ohio
$518K -$118K -3,005 -18%
SPC
35
Sigma Planning Corp
Michigan
$501K +$22.8K +582 +5%
3LCM
36
3D/L Capital Management
Connecticut
$491K +$18.9K +484 +4%
IFWM
37
Institute for Wealth Management
Colorado
$483K -$91.7K -2,348 -16%
VWA
38
Visionary Wealth Advisors
Illinois
$483K +$120K +3,064 +33%
NW
39
NewEdge Wealth
Pennsylvania
$415K +$95.9K +2,451 +30%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$398K +$111K +2,848 +39%
RIA
41
Regal Investment Advisors
Michigan
$387K +$8.71K +223 +2%
CFAM
42
Coury Firm Asset Management
Pennsylvania
$320K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$315K -$19.5K -500 -6%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$204K +$204K +5,190 New
Citigroup
45
Citigroup
New York
$198K +$198K +5,059 New
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$176K +$10.3K +265 +6%
CFO
47
CVA Family Office
Colorado
$162K +$162K +4,135 New
ACM
48
Absolute Capital Management
Pennsylvania
$103K +$103K +2,622 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$88K +$1.59K +41 +2%
RCM
50
Rain Capital Management
Oregon
$83K +$83K +2,135 New
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