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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

60 hedge funds and large institutions have $871M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
22
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$757M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M
3
BCM
3
Boltwood Capital Management
California
$11.2M
4
VWA
4
Visionary Wealth Advisors
Illinois
$986K
5
LFA
5
Landmark Financial Advisors
Kentucky
$1.92M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.08M
4
RW
4
REDW Wealth
New Mexico
$13.2M
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$691K 17,336 -2,461 -12%
FA
27
Fiducient Advisors
Illinois
$686K 17,226 -4,304 -20%
SWRP
28
Summit Wealth & Retirement Planning
California
$679K 17,046 -1,231 -7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$610K 15,319 +5,136 +50%
SWA
30
Stratos Wealth Advisors
Ohio
$514K 12,908 -334 -3%
SPC
31
Sigma Planning Corp
Michigan
$496K 12,441 -372 -3%
IFWM
32
Institute for Wealth Management
Colorado
$465K 11,658 -708 -6%
3LCM
33
3D/L Capital Management
Connecticut
$451K 11,317 -1,247 -10%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$423K 10,622 -4,131 -28%
RIA
35
Regal Investment Advisors
Michigan
$384K 9,639 -272 -3%
BAM
36
Belpointe Asset Management
Nevada
$383K 9,611 +9,611 New
CFO
37
CVA Family Office
Colorado
$354K 8,875 +4,740 +115%
CFAM
38
Coury Firm Asset Management
Pennsylvania
$326K 8,179 – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$319K 7,993 -73 -0.9%
Citigroup
40
Citigroup
New York
$272K 6,833 +1,774 +35%
BA
41
Bristlecone Advisors
Washington
$261K 6,548 +6,548 New
HA
42
Herold Advisors
New York
$255K 6,400 +6,400 New
ESB
43
Essex Savings Bank
Connecticut
$229K 5,750 +5,750 New
SSWM
44
Sheets Smith Wealth Management
North Carolina
$207K 5,187 +5,187 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$204K 5,117 +610 +14%
RCM
46
Rain Capital Management
Oregon
$87.5K 2,196 +61 +3%
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$87K 2,175 +460 +27%
CA
48
CoreCap Advisors
Michigan
$86.5K 2,170 +2,170 New
US Bancorp
49
US Bancorp
Minnesota
$81.7K 2,050 +2,050 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$71.4K 1,785 – –
1
2
3