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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

61 hedge funds and large institutions have $924M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$28.7M
2
Northern Trust
2
Northern Trust
Illinois
$791M
3
FTUS
3
Flow Traders U.S.
New York
$2.45M
4
FTS
4
Fifth Third Securities
Ohio
$1.39M
5
CRI
5
Colonial River Investments
Virginia
$2.11M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$71K
3
RW
3
REDW Wealth
New Mexico
$11.6M
4
IA
4
IFP Advisors
Florida
$3.19M
5
IFA
5
Interactive Financial Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$812K 19,929 +19,929 New
Bank of America
27
Bank of America
North Carolina
$738K 18,124 -5,366 -23%
SFS
28
Sowell Financial Services
Arkansas
$657K 16,132 -1,204 -7%
BA
29
Bristlecone Advisors
Washington
$590K 14,474 +7,926 +121%
SWA
30
Stratos Wealth Advisors
Ohio
$561K 13,767 +859 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$554K 13,606 -1,713 -11%
Citigroup
32
Citigroup
New York
$552K 13,557 +6,724 +98%
SPC
33
Sigma Planning Corp
Michigan
$507K 12,441 – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$459K 11,270 +648 +6%
IFWM
35
Institute for Wealth Management
Colorado
$434K 10,644 -1,014 -9%
BAM
36
Belpointe Asset Management
Nevada
$415K 10,185 +574 +6%
RIA
37
Regal Investment Advisors
Michigan
$389K 9,549 -90 -0.9%
CFO
38
CVA Family Office
Colorado
$361K 8,875 – –
Osaic Holdings
39
Osaic Holdings
Arizona
$357K 8,738 +7,470 +589%
3LCM
40
3D/L Capital Management
Connecticut
$354K 8,683 -2,634 -23%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$346K 8,493 +500 +6%
EWA
42
Etesian Wealth Advisors
Oregon
$337K 8,262 +8,262 New
CFAM
43
Coury Firm Asset Management
Pennsylvania
$333K 5,489 -2,690 -33%
HA
44
Herold Advisors
New York
$291K 7,142 +742 +12%
OAM
45
Occidental Asset Management
California
$285K 7,000 +7,000 New
RSWM
46
Robertson Stephens Wealth Management
California
$247K 6,071 +6,071 New
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$247K 6,067 +950 +19%
ESB
48
Essex Savings Bank
Connecticut
$244K 6,000 +250 +4%
TCM
49
Triumph Capital Management
Colorado
$204K 5,005 +5,005 New
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$175K 4,350 +2,175 +100%
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