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FlexShares High Yield Value-Scored Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $871M → $924M (+$53.2M)

2% more funds holding

Funds holding: 6061 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 93.52%90.66% (-2.9%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% 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
29
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$812K +$811K +19,929 New
Bank of America
27
Bank of America
North Carolina
$738K -$218K -5,366 -23%
SFS
28
Sowell Financial Services
Arkansas
$657K -$49K -1,204 -7%
BA
29
Bristlecone Advisors
Washington
$590K +$322K +7,926 +121%
SWA
30
Stratos Wealth Advisors
Ohio
$561K +$34.9K +859 +7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$554K -$69.7K -1,713 -11%
Citigroup
32
Citigroup
New York
$552K +$274K +6,724 +98%
SPC
33
Sigma Planning Corp
Michigan
$507K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$459K +$26.4K +648 +6%
IFWM
35
Institute for Wealth Management
Colorado
$434K -$41.3K -1,014 -9%
BAM
36
Belpointe Asset Management
Nevada
$415K +$23.4K +574 +6%
RIA
37
Regal Investment Advisors
Michigan
$389K -$3.66K -90 -0.9%
CFO
38
CVA Family Office
Colorado
$361K
Osaic Holdings
39
Osaic Holdings
Arizona
$357K +$304K +7,470 +589%
3LCM
40
3D/L Capital Management
Connecticut
$354K -$107K -2,634 -23%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$346K +$20.3K +500 +6%
EWA
42
Etesian Wealth Advisors
Oregon
$337K +$336K +8,262 New
CFAM
43
Coury Firm Asset Management
Pennsylvania
$333K -$109K -2,690 -33%
HA
44
Herold Advisors
New York
$291K +$30.2K +742 +12%
OAM
45
Occidental Asset Management
California
$285K +$285K +7,000 New
RSWM
46
Robertson Stephens Wealth Management
California
$247K +$247K +6,071 New
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$247K +$38.6K +950 +19%
ESB
48
Essex Savings Bank
Connecticut
$244K +$10.2K +250 +4%
TCM
49
Triumph Capital Management
Colorado
$204K +$204K +5,005 New
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$175K +$88.5K +2,175 +100%