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FlexShares High Yield Value-Scored Bond Index Fund

78 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

28% more funds holding

Funds holding: 6178 (+17)

10% more capital invested

Capital invested by funds: $924M → $1.01B (+$88.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.37% less ownership

Funds ownership: 90.66%89.29% (-1.4%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$1.26M +$709K +17,688 +130%
MLM
27
Mount Lucas Management
Pennsylvania
$1.2M +$1.19M +29,722 New
CA
28
CoreCap Advisors
Michigan
$1.02M +$1.02M +25,343 New
IA
29
IFP Advisors
Florida
$978K -$1.59M -39,551 -62%
RW
30
RVW Wealth
California
$912K -$25.6K -638 -3%
Bank of America
31
Bank of America
North Carolina
$849K +$115K +2,879 +16%
Renaissance Technologies
32
Renaissance Technologies
New York
$785K +$778K +19,400 New
FIM
33
Freedom Investment Management
Connecticut
$764K +$758K +18,900 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$658K +$201K +5,004 +44%
HA
35
Herold Advisors
New York
$629K +$338K +8,418 +118%
FEM
36
Fulcrum Equity Management
Texas
$584K +$579K +14,436 New
SWA
37
Stratos Wealth Advisors
Ohio
$556K -$963 -24 -0.2%
FTUS
38
Flow Traders U.S.
New York
$554K -$1.86M -46,388 -77%
UCFA
39
United Capital Financial Advisors
Texas
$546K +$541K +13,500 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$499K +$155K +3,857 +45%
SPC
41
Sigma Planning Corp
Michigan
$491K -$12.5K -311 -2%
3LCM
42
3D/L Capital Management
Connecticut
$434K +$82.1K +2,047 +24%
RIA
43
Regal Investment Advisors
Michigan
$426K +$39.1K +975 +10%
IFWM
44
Institute for Wealth Management
Colorado
$410K -$20.7K -515 -5%
BAM
45
Belpointe Asset Management
Nevada
$404K -$7.9K -197 -2%
LSA
46
L & S Advisors
California
$377K +$374K +9,332 New
CFO
47
CVA Family Office
Colorado
$359K
EWA
48
Etesian Wealth Advisors
Oregon
$345K +$11.2K +280 +3%
OAM
49
Occidental Asset Management
California
$283K
Osaic Holdings
50
Osaic Holdings
Arizona
$269K -$84.1K -2,097 -24%